How do I Create Quote Rules In quote•hapily

Quote Rules in quote•hapily allow you to enforce quoting policies. These rules can be tailored to various conditions, ensuring that quotes adhere to policies and allowing reps to send quotes out with confidence.

Steps to Create a Quote Rule

1. Navigate to Quote Rules:

   • Sign into your quote•hapily account.
   • From the dashboard, click on the "Quote Rules" tab at the top navigation bar.

2. Create a New Rule:

   • Click on the “+ Add New Rule” button to start creating a new rule.
   • You will be taken to the rule creation screen.

3. Define the Rule Name and Description:

   • Enter a descriptive name for the rule in the "Rule Name" field. For example, "Enforce Tier 1 Pricing" or "Require Approval for High-Value Quotes."
   • Optionally, add a description in the "Rule Description" field to clarify the purpose of the rule.

4. Set Conditions:

   • Conditions define when the rule will be applied. These conditions can be based on customer profile tiers, product types, discount percentages, quote amounts, etc.
   • Example: Enforcing "Tier 1" Pricing
     • Under "Conditions," select "Company" -> "Ideal Customer Profile Tier" -> "Is Any Of" -> "Tier 1."
     • Add another condition by clicking “+ Add LineItem Condition.”
     • Set "Line Item" -> "Unit discount" -> "Less Than" -> "5."
     • Add another condition to enforce the upper limit: "Line Item" -> "Unit discount" -> "Greater Than" -> "10."

5. Set the Outcome:

   • The outcome dictates what happens when the conditions are met. For details on the available Outcomes, see What are Quote Rules?
   • For Pricing Enforcement:
     • Set the "Outcome" to "Block."
     • Enter a message in the "Block Message" field, such as "Tier 1 customers must be given a 5-10% discount."
   • For Approval Requirements:
     • Set the "Outcome" to "Require Approval."
     • This will ensure that quotes matching the conditions are flagged for approval before they can be processed.

6. Save the Rule:

   • After setting all the conditions and outcomes, click "Save" to activate the rule.
   • The rule will now be applied automatically during the quoting process, ensuring compliance with your predefined policies.

Examples in Action

• Example 1: Enforcing Tier 1 Pricing
  The rule will block any quote where a Tier 1 customer is given a discount less than 5% or greater than 10%, ensuring adherence to pricing policies.

• Example 2: Require Approval for High-Value Quotes
  This rule will require quotes for services over $30,000 or inventory items over $10,000 to be approved by a designated approver before being finalized.

Tips

• Combining Conditions: You can create complex rules by combining multiple conditions and condition groups, allowing for granular control over pricing and approval processes.
• Testing Rules: It's advisable to test your rules with sample data to ensure they work as expected before rolling them out in a live environment.

Conclusion

Creating and managing Quote Rules in quote•hapily helps ensure that your pricing and approval processes are consistent and compliant with your business standards. By following the steps outlined above, you can easily set up rules that match your specific needs.