For certain advanced scenarios you can add rules to your assembly components. These "rule based" assemblies allow more flexibility about when your components are added. You could use rules for surcharges that are only added when certain product options are changed, or add extra manufacturing fittings if certain order headings are selected.
Watch this video overview (or follow the steps below).
This example shows assemblies to add a surcharge if the product's depth is reduced from the standard depth:
The steps below include:
Create a new Assembly Rule
- Click Product Catalogues arrow, then Assemblies from the top menubar.
- Locate an assembly and click the + icon to expand the list of components.
- Double-click on the component and Configuration.
- Click on the Advanced Settings tab.
You will see the rule to add the component is "Always". This is the default. - Click on the edit pop-up contents icon:
- Click Add to create a new rule and give it a title to describe the rule.
For example, Depth reduction surcharge - You now need to add the rule into the Rule Logic box at the bottom.
You can type into the box and/or you can right-click inside the box to show shortcuts to the most commonly used code, e.g. product dimensions or order headings.
In the example above, select Depth and #DEPTH will appear.
Continue typing the less than symbol (<) and then 560. This means when the main item's depth is less than 560mm the component product will be added. This is the surcharge. - Click Update to save and close the rules screen.
Example Scenarios for rules
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Product dimension is between... |
E.g. When a product width is between 300 and 500mm BETWEEN(Contents.pd_width,300,500) Change the values as needed and use either pd_width, pd_height, pd_depth |
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Order heading prompt 1 is equal to a value... |
E.g. When own heading 1 of a quote displays YES #OWNHEAD1 = "Yes" Alternatively, mline(orders.ownheads,1)="Yes" Change to any word you may use in headings. Change to #OWNHEAD2, #OWNHEAD3 etc |
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When a furniture range (heading) is selected A or B... |
E.g. When the furniture range (in the heading screen) is a set range OR another set range orders.st_style="Range 1" OR orders.st_style="Range 2" Change to the EXACT test of the range name, including capitals where used in the range name. |
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When a furniture range (heading) is in this list... |
E.g. When the furniture range is a list of ranges INLIST((orders.st_style),"Range 1","Range 2","Range 3","Range 4","Range 5") This is a quicker method to adding a long list of ranges, for when the component product should be added. |
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When a catalogue reference equals... |
E.g. When a specific door catalogue has been used orders.o_door=1234 You can see catalogue reference number at the bottom left of the Catalogues screen when opened via Suppliers. |
Apply a rule to a Component
Once you have added a rule in the above steps, you need to apply it to your component(s).
- Click Product Catalogues arrow, then Assemblies from the top menubar.
- Locate an assembly and click the + icon to expand the list of components.
- Double-click on the component and Configuration.
- Click on the Advanced Settings tab.
You will see the rule to add the component is "Always". This is the default. - Click the drop down box and select the relevant rule name.
- Click Update to save and close.
- Create a new quote to test your products and change the criteria to ensure the rule is triggered correctly.