You can create Line item rules to assign VAT and Category codes automatically when line items meet specific rules for a given supplier.
📎NOTE: You can base these rules on full or partial descriptions or price value. This setting will override any memorised settings set up under the supplier settings.
How to access Line Item Rules
Access your company homepage.
Go to your Company Contacts.
📎NOTE: You need the Company settings permission to access this section.
Click the supplier name to access its settings.
Click the Rules tab at the top of the page.
How to add a line item rule
Click Add Rule.
Enter a name for the rule.
Select All or Any.
All - means that all the conditions set are necessary for the rule to apply
Any - means that only one of the conditions is necessary for the rule to apply
Use the dropdown menus to set the rule:
Select the rule type on either Description or Unit Price
Select the condition:
equal, contain, begin with or end with....Enter the text or price value that the rule is going to meet.
For example, this rule will trigger whenever the text 3m Cable is present anywhere in the item description.
📌TIP: With the Any option, you can add multiple rules and AutoEntry will check all scenarios.
Select the relevant Category account, VAT code and Tracking Category you want to apply when the exact condition occurs.
Click Save Rule once done.
Once saved, the page will display the rules created for that supplier.
Manage rules
Edit a rule:
Click the Expand + button to the left, to view and edit the rule.
Delete a rule:
Click the x on the right to delete a rule.
Priorities
Move a rule up or down the list to define the order of the rules. AutoEntry will check the rules from top to bottom.