How To: Trigger a Telesale Rule by Stock Item
Table Of Contents
Telesales Prompts can be used to display messages, suggest offers, apply promotions or trigger actions when specific products are added to a sales order.
By configuring Trigger Items, you can control exactly which stock items will activate the prompt and the quantity required before it appears.
Create a Telesales Prompt
- Open the Promotion screen (Show me how).
- Open the [ Telesale Prompts ] tab.
- Press Ctrl + N or click New.
- Enter a title for the prompt in the Short Description field.
- Enter the message you want users to see in the Long Description field.
Add Trigger Items
Trigger Items define which products will cause the telesales prompt to appear.
- Open the Trigger Items sub-tab.
- Press F3 or click Add.
- Select the stock item you want to use as a trigger.
- The selected item will be added to the Trigger Items grid.
- Enter the quantity required to trigger the prompt in the Qty column.For example, entering 3 means the prompt will only appear when three of that stock item have been added to the sales order.
- Repeat the process for any additional stock items you want to use as triggers.
Configure Additional Options
Telesales Prompts can include additional conditions and actions, such as:
- Company Classes
- Customer Types
- Countries
- Currencies
- Keycodes
- Brands
- Order Values
- Order Weights
- Active Dates
- Trigger Stock Types
- Promotional Actions
For more information about the available options, see How To: Setup a Telesales Prompt.
Save the Telesales Prompt
- Press Ctrl + S or click Save.
The telesales prompt will now activate when the specified trigger item conditions are met.
Important Information
Note: All telesales prompt conditions work in combination.
For example, if the prompt is configured with:
- France selected in the Countries settings; and
- US Dollars selected in the Currency settings
the prompt will only appear when both conditions are satisfied. The customer must have their country set to France and their currency set to US Dollars before the prompt will be triggered.