Telesales Rules allow you to display prompts, apply keycodes, restrict ordering, or trigger other actions when specific conditions are met on a sales order.

You can configure rules based on customer criteria, order values, products, stock types, countries, currencies, brands and more. Multiple conditions can be combined to create highly targeted promotions and prompts.

Create a New Telesales Rule

Open the Promotion screen (Show me how).
Open the [ Telesale Rules ] tab.
Press Ctrl + N or click New.
Enter a title for the prompt in the Short Description field.
Enter the message or explanation you want users to see in the Long Description field.

Configure Rule Conditions

Telesales Rules can be triggered using one or more conditions. The available options are described below.

Company Class

Use this option to limit the rule to specific customer classes.

To apply the rule to a single company class, select it from the Company Class dropdown.
To apply the rule to all company classes, select Unknown.
To apply the rule to multiple company classes:
1. Select Unknown from the dropdown.
2. Open the [ Company Classes ] sub-tab.
3. Tick the company classes the rule should apply to.

Customer Type

Use this option to restrict the rule to specific customer types.

To apply the rule to a single customer type, select it from the Customer Type dropdown.
To apply the rule to all customer types, select Unknown.
To apply the rule to multiple customer types:
1. Select Unknown from the dropdown.
2. Open the [ Company Types ] sub-tab.
3. Tick the customer types the rule should apply to.

Country

Use this option to apply the rule only to customers in specific countries.

Open the [ Countries ] sub-tab.
Tick the countries the rule should apply to.

Country matching is based on the customer's country setting in the [ Detail | Financial ] screen.

Currency

Use this option to apply the rule only to customers using specific currencies.

Open the [ Currencies ] sub-tab.
Tick the currencies the rule should apply to.

Currency matching is based on the customer's currency setting in the [ Detail | Financial ] screen.

Keycode

To trigger the rule only when a specific keycode is present:

Select the required keycode from the Keycode dropdown.

Note: The keycode must already exist. See How To: Create a Basic Keycode.

Brand

Use a brand as a trigger for the rule.

Select the required Brand.

For more information, see How To: Apply a Keycode Offer Based on a Brand.

Note: The brand must already be configured. See How To: Setup Branding.

Order Value

Use this option to apply the rule only when an order reaches a minimum value.

Enter the required value in the Order Value field.
Tick Exclude Delivery if delivery charges should not be included when calculating the order value.

Order Weight

To apply the rule when an order reaches a minimum weight:

Enter the required value in the Order Weight field.

New Sales Orders Only

To prevent the rule being applied when existing orders are edited:

Tick Only affect new sales orders (not edited ones).

Active Dates

Control when the rule is available.

Choose one of the following options:

Enter a Start Date and End Date; or
Tick Always Active.

Order Line Types

Specify whether the rule should apply to:

History Items
Special Offers

Select the appropriate options based on your requirements.

Apply a Keycode

You can use a telesales rule to offer or automatically apply a keycode.

Select the required keycode from the Apply Keycode dropdown.

Note: The keycode must already be configured. See How To: Create a Basic Keycode.

Additional Options

Prohibit Saving Order

This option prevents a sales order from being saved when the rule conditions are met.

For more information, see How To: Stop Stock Items from being Sold.

Add Trigger Items

Trigger Items determine which products activate the telesales rule.

Open the Trigger Items sub-tab.
Press F3 or click Add.
Select the required stock item.
Enter the quantity required to trigger the rule in the Qty column.
Repeat as required for additional products.

Add Trigger Types

Trigger Types allow a rule to be triggered by stock types rather than individual products.

Open the Trigger Types sub-tab.
Press F3 or click Add.
Select the required stock type.
Click OK.
Enter the quantity required to trigger the rule in the Qty column.
Repeat as required for additional stock types.

Save the Telesales Rule

Once all required conditions and triggers have been configured:

Press Ctrl + S or click Save.

The telesales rule is now available and will trigger when its conditions are met.

Important Information

Note: All telesales rule conditions work in combination.

For example, if you select:

France in the Countries list; and
US Dollars in the Currencies list

the rule will only apply when both conditions are met. Customers must have their country set to France and their currency set to US Dollars before the prompt, promotion or action will be triggered.

How To: Setup a Telesale Rule