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;
- If a clear roof is added to the tent, then remove the PVC ceiling.
- If cassette flooring is added to the tent, then remove the base plates from the tent.
Watch how to create this rule...
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Steps to creating a "Remove items 1-for-1" stock rule
- Go to the stock rules section and click create new.
- Give the rule a name
Give the new stock rule a name and an easy-to-read description. -
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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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. - Below we have selected:
- Update the load list: Remove items 1-for-1
- Select the tent to remove a stock item from: 9m Frame Tent
- Select the stock item to be removed from the load list: 9m PVC Roof
- Select the 'replacing' stock item: 9m Clear Ceiling Panels.
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How do I know if the stock rule is working?
The load list will automatically adjust the components.
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