Stock rule remove items 1-for-1

Important: test your stock rules before making another one. 

After you have created a stock rule, build a quote and check the load list.

Stock rules will only work with the quote builder, not the add line item button.

The stock rule will not work if you use these buttons:

How to create this stock rule:

Use this stock rule when you need to remove a product from the load list based on when another product has been added to a quote. 

For example;

1. If a clear roof is added to the tent, then remove the PVC ceiling. 
2. If cassette flooring is added to the tent, then remove the base plates from the tent.

Watch how to create this rule...

1. Steps to creating a "Remove items 1-for-1"  stock rule

2. Go to the stock rules section and click create new.
   
   
   
   
3. Give the rule a name
   
   Give the new stock rule a name and an easy-to-read description.
   
   
   
   
   

4. Set the Conditions

   Select the tent and the stock items which will trigger this rule. In the example below, the rule will only trigger when these conditions are met. A quote must include the 9m Frame Tent and the 9m Clear Ceiling Panels. 🔥 This is really important. If the quote does not include all the stock items listed in the stock rule, then the stock rule will not trigger.
   
   
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6. Set the Action

   
   The action is what happens when the conditions have been met. For example when a quote includes the 9m frame tent and the 9m clear ceiling panels, then remove a 9m PVC roof from the load list.
   
   
7. Below we have selected:
   1. Update the load list: Remove items 1-for-1 
   2. Select the tent to remove a stock item from: 9m Frame Tent
   3. Select the stock item to be removed from the load list: 9m PVC Roof
   4. Select the 'replacing' stock item: 9m Clear Ceiling Panels.  

      
      
      
      
      
      

8. How do I know if the stock rule is working? 

   
   The load list will automatically adjust the components.
   
   
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