Position Rules

With position rules you define that certain positions (items) are automatically added to orders as soon as defined conditions are met. This allows surcharges, fees or standard items to be added automatically, without having to enter them manually for every order. The management of position rules is intended for dispatchers.

Note: Position rules are only available if the Position Rules module is activated for the tenant and the user has the corresponding permissions (dispatcher).

1. Navigation

The position rules are accessible via the main menu under Master Data › Position Rules.

2. Overview of position rules (table)

The overview shows all position rules of the current group in a sortable and filterable table. One rule is displayed per row.

Columns

Additional columns can be shown via the column configuration, including Creation location, Quantity mode, Product surcharge, Sort order and Position order type.

Sorting and editing

Clicking a column heading sorts the list by that column. A double-click on a row opens the rule for editing.

Group context

The displayed position rules relate to the currently selected group. If the active group is changed, the table reloads automatically.

3. Column filters

The filter row below the column headings can be used to restrict the list per column. Filters are available for the following fields:

• Name (text search)
• Product (text search)
• Quantity mode (multiple selection)
• Creation location (multiple selection)
• Position creation (text search)
• Application rule (text search)
• Position order type (multiple selection)

With multiple-selection filters, several values can be selected at the same time. Using «Reset filters» in the toolbar removes all active filters.

4. Toolbar

The toolbar of the overview offers the following functions:

• Add / Edit: Opens the form for creating a new rule or editing the selected rule.
• Manage: Bulk functions, including deleting selected rules.
• Reset filters: Removes all active column filters.
• Apply templates: Restores saved column and filter templates.
• Layout: Adjusts the table arrangement or resets it.

Note: A maximum of five detail windows can be open at the same time.

5. Create or edit a position rule

Via «Add» or a double-click on an existing rule, the editing window opens. A position rule consists of two main parts: the definition of which positions are generated (Section 6), and the definition of when the rule is applied (Sections 7–10).

General fields

Saving and validation

When saving, the system checks the following rules:

• The Name is a mandatory field.
• If the «Always create» option is not activated, at least one product or product group must be selected (see Section 6).
• If the «Always apply» option is not activated, at least one application criterion must be defined (see Section 7).
• With an active invoicing module, when using a product surcharge the quantity mode must be set to «Quantity 1».

6. «Products» area (which positions are generated)

This area defines which positions the rule generates.

• Always create: If this checkbox is activated, the rule applies generally and no fixed products are selected. The fields for products and product groups are cleared and locked in this case.
• Products: Multiple selection of the products generated by the rule.
• Product groups: Multiple selection of the product groups.

Note: If «Always create» is not activated, at least one product or product group must be selected.

7. Application criteria (customers, areas, quantity)

This area determines when the rule is applied to an order.

• Always apply: If this checkbox is activated, the rule applies without restriction. All further application criteria are locked.
• Customers: Multiple selection of the customers or clients for which the rule applies.
• Areas: Multiple selection of the areas to which the rule applies.
• Quantity range (min/max): A range with a minimum and maximum quantity as well as a mode indicating what the quantity limits relate to.

Note: If «Always apply» is not activated, at least one application criterion must be defined.

Note: The quantity modes for distance (km) and duration (hours) are only available if the corresponding module for shuttle distance and time is activated.

8. «Weekdays» filter

In this expandable section you restrict the application of the rule to certain weekdays.

1. Select the relevant date field to which the weekday check should refer.
2. Then select the desired weekdays (multiple selection).

As long as no relevant date field is selected, the weekday selection is locked. If the filter is set, the section is expanded automatically when the rule is opened.

9. «Date range» filter

In this expandable section you restrict the application of the rule to one or more date ranges.

1. Select the relevant date field to which the range should refer.
2. Add rows via the table, each with a From and To date. Existing rows can be edited or removed.

The date entries can be recorded either with a year (format DD.MM.YYYY) or without a year (format DD.MM). When entered without a year, the range applies on a recurring annual basis.

Note: If a relevant date field is selected, at least one row with a From or To date must be present.

10. «Time window» filter

In this expandable section you restrict the application of the rule to certain times of day.

1. Select the relevant date field to which the time window should refer.
2. Add rows via the table, each with a From and To time (format HH:mm). Existing rows can be edited or removed.

Note: If a relevant date field is selected, at least one row with a From or To time must be present.

11. Deleting position rules

Position rules that are no longer needed can be deleted from the overview.

1. Select one or more rules in the list.
2. In the toolbar, under «Manage», choose the «Delete» action.
3. Confirm the security prompt.

The simultaneous deletion of multiple rules (bulk operation) is supported.

12. Summary: available actions