Invoice Extra: Invoice Rules |
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Go to Invoice >Extra > Invoice Rules
Invoice Rules / Bundled Sales
Navigate to: Invoice Extra > Invoice Rules
Invoice rules (also called bundled sales) let you automatically add related items, apply discounts, or enforce package deals when a main “trigger” item or combination of items is sold. This works across:
•Invoices
•Quotations
•Job Cards
•Sales Orders
How It Works:
When the main/trigger item (or stock group) is added to a document:
•The system automatically adds the bundled item(s).
•Predefined discounts, quantities, or descriptions apply instantly.
Benefits:
•Speeds up sales and invoicing – no manual addition of common extras.
•Ensures customers get complete packages (e.g., tyre + valve, service kit).
•Reduces errors and missed upsell/cross-sell opportunities.
•Supports trade-ins, mandatory accessories, and promotional bundles.
Real-World Examples
•Car Battery Trade-In
When selling a new car battery, a customer may receive a discount for trading in their old battery.
•The used battery must be loaded as a trade-in item.
•When the new battery is sold, Smart-IT automatically adds the trade-in item to the invoice.
•Tyre and Valve
When selling a tyre, a valve is also required.
•When the tyre is added, Smart-IT automatically adds the valve to the invoice.
•Service Packages — Selling a “2000 km Service” item auto-adds oil, filter, labour, etc., with bundled pricing.
•Monetary Value Above Minimum Amount (Threshold Discount)
You can give the customer an automatic discount if their invoice subtotal exceeds a certain amount — no specific trigger item required.
How to set it up:
•Set Minimum Total Inclusive to your threshold (e.g., R5,000).
•Skip the Requirements section (leave it empty — no stock group or item needed).
•Go to the Action Tab:
•Add an Is Discount item (create one in Stock Main if needed; mark it as “Is Discount” in Additional Info tab).
•In the Line Total Inc = Total Discount % column, enter the discount percentage you want to give (e.g., 5% or 10%).
•The system applies this discount automatically when the invoice total (inclusive) reaches or exceeds your minimum threshold.
•This is perfect for volume-based promotions like “Spend R5,000 or more → get 7% off your entire order.”
Requirement (Rule Triggers) Tab
How to Set Up an Invoice Rule – Step-by-Step
1. Go to: Invoice Extra > Invoice Rules
2. Click Add Rule (or edit an existing one)
3. Enter a clear Rule Name (e.g., “Tyre + Valve Bundle”, “Battery Trade-In”, “2000km Service Package”).
4. Filters & Checks (controls when the rule triggers)
•Match Only Once — Enable if the match must take place only once, for example, You sell a tyre and client gets a valve. Sell 2 tyres, client still gets only 1 valve.
•Minimum Total Inclusive — The rule will not apply if the document total is below the specified amount.
Example:
If the minimum is R3,000 and the tyre value is R2,000, the rule will not trigger.
•Type — Limit to Cash clients, On Account, or Any.
•Web Orders — Include or exclude rules from applying to online/web orders.
•Requirement Filter (AND / OR)
Determines how multiple requirement rows are evaluated.
Example (Dunlop and Pirelli rows):
•AND – Both Dunlop and Pirelli must be sold to trigger the rule.
•OR – Selling either item will trigger the rule.
•Branch — Select a specific branch or leave blank for all branches.
5. Requirement
specify the triggers/requirements for the rule. The requirement filter setting at top specifies if all items are required (AND) of any of the requirement items (OR).
Stock Group / Stock Item
Choose whether the rule applies to:
A Stock Group (e.g. Tyres – any tyre triggers the rule), or
A Specific Stock Item (e.g. a particular tyre).
Quantity
Specify the quantity to add.
Action Tab
6. Action Tab
•Add Item — Choose the item(s) to auto-add (e.g., valve, trade-in battery, oil filter).
•Line Description — Custom text for the added line. (Blank for default)
•Line Discount % — Apply a discount percentage to the added item.
•Line Total Inc = Total Discount % — Discount % on the document total inclusive. Use only with “Is Discount” items (Stock Main > Additional Info tab).
•Line Qty (for added item):
•Set to 1 → Quantity matches the trigger item exactly (e.g., 4 tyres → 4 valves) and cannot be changed manually.
•Set to 0 → Allows manual adjustment of the added item’s quantity.
Once saved, test the rule by adding the trigger item to a new invoice/quote/job card — the bundle should appear instantly.
This feature turns complex sales into one-click simplicity, improves consistency, and boosts average order value through smart automation.
