Invoice Extra: Invoice Rules

Go to Invoice >Extra > Invoice Rules

Invoice Rules / Bundled Sales

Navigate to: Invoice Extra > Invoice Rules

Bundled sales (also called invoice rules) let you automatically add related items, apply discounts, or enforce package deals when a main “trigger” item is sold. This works across:

•Invoices

•Quotations

•Job Cards

•Sales Orders

How It Works:

When the main/trigger item (or stock group) is added to a document:

•The system automatically adds the bundled item(s).

•Predefined discounts, quantities, or descriptions apply instantly.

Benefits:

•Speeds up sales and invoicing – no manual addition of common extras.

•Ensures customers get complete packages (e.g., tyre + valve, service kit).

•Reduces errors and missed upsell/cross-sell opportunities.

•Supports trade-ins, mandatory accessories, and promotional bundles.

Real-World Examples

•Car Battery Trade-In

When selling a new car battery, a customer may receive a discount for trading in their old battery.

•The used battery must be loaded as a trade-in item.

•When the new battery is sold, Smart-IT automatically adds the trade-in item to the invoice.

•Tyre and Valve

When selling a tyre, a valve is also required.

•When the tyre is added, Smart-IT automatically adds the valve to the invoice.

•Service Packages — Selling a “2000 km Service” item auto-adds oil, filter, labour, etc., with bundled pricing.

How to Set Up an Invoice Rule – Step-by-Step

1. Go to: Invoice Extra > Invoice Rules

2. Click Add Rule (or edit an existing one)

3. Enter a clear Rule Name (e.g., “Tyre + Valve Bundle”, “Battery Trade-In”, “2000km Service Package”).

4. Filters & Checks (controls when the rule triggers)

•Match Only Once — Enable if the match must take place only once, for example, You sell a tyre and client gets a valve.  Sell 2 tyres, client still gets only 1 valve.

•Minimum Total Inclusive —  The rule will not apply if the line total is below the specified amount.

              Example:

              If the minimum is R3,000 and the tyre value is R2,000, the rule will not trigger.

•Type — Limit to Cash clients, On Account, or Any.

•Web Orders — Include or exclude rules from applying to online/web orders.

•Requirement Filter (AND / OR)

        Determines how multiple requirement rows are evaluated.

        Example (Dunlop and Pirelli rows):

•AND – Both Dunlop and Pirelli must be sold to trigger the rule.

•OR – Selling either item will trigger the rule.

•Branch — Select a specific branch or leave blank for all branches.

5. Requirement / Columns

•Stock Group / Stock Item

Choose whether the rule applies to:

•A Stock Group (e.g. Tyres – any tyre triggers the rule), or

•A Specific Stock Item (e.g. a particular tyre).

6. Quantity — Specify the quantity to add.

7. Action Tab

•Add Item — Choose the item(s) to auto-add (e.g., valve, trade-in battery, oil filter).

•Line Description — Custom text for the added line.

•Line Discount % —  Apply a discount percentage to the added item.

•Line Total Inc = Total Discount % — Use only with “Is Discount” items (Stock Main > Additional Info tab). Enter the discount percentage to apply

•Line Qty (for added item):

•Set to 1 → Quantity matches the trigger item automatically (e.g., 4 tyres → 4 valves) and cannot be changed manually.

•Set to 0 → Allows manual adjustment of the added item’s quantity.

Once saved, test the rule by adding the trigger item to a new invoice/quote/job card — the bundle should appear instantly.

This feature turns complex sales into one-click simplicity, improves consistency, and boosts average order value through smart automation.