Applying a VAS Item

VAS items can be applied across various modules in your sales workflow, ensuring a seamless integration of value-added services. These modules include:

• Estimate

• Sales Order

• Invoice

• Invoice Credit Memo

• RMA (Only Read Only)

• Upload Sales Order

VAS items can be applied in two ways:

Applying the VAS item manually

VAS items can be manually applied when adding items to any of the mentioned modules. This allows for flexibility and customization based on specific customer needs or preferences.

Auto-Applying VAS item

If you have specified rules for a VAS item, it will be automatically applied if the criteria mentioned in the rule are met. The VAS item is applied based on the priority given to the custom VAS rules defined in the system. These priorities are set according to how many fields are filled while defining the VAS Item Rules.

• First priority is given to the VAS item in which all the fields (Country, State/Province, Item Number, Item Tags, and Customer Tags) are defined.

• Second priority is given to the VAS item in which Country, State/Province, Item Number, and Item Tags are defined.

• Third priority is given to the VAS Item in which Country, State/Province, and Item Tags are defined.

• The fourth priority is given to the VAS item defined by Country and State/Province.

• Fifth priority is given to the VAS item in which the Country is defined.

• Sixth and the least priority is given to any other case apart from the ones defined above.

As an example, suppose you have defined 2 VAS Item Rules as below:

Here, two rules are created for the same Item. In the first rule all the fields are defined, while in the second rule, Item Tags and Customer Tags are not defined. So, when you add this Item, the priority will be given to the first rule and the VAS amount applied will be $24.49.

Applying the VAS Item in Sales Order Uploads

An additional step, Step 8 has been added to the Upload Sales Order module. An “Auto apply VAS Item rule” has been added under this step.

If this box is checked when uploading sales orders, then the VAS item will be automatically applied to the order lines based on the custom VAS item rules defined in the system. If this option is selected, then the system will ignore the VAS Item provided in the upload file.

Please note that in the Sales Order template, you can only add VAS items already defined in the system. If you input an undefined VAS Item, the system will throw an error and the Orders won’t be uploaded.

Please note:

• You can see the VAS Item amount in a separate summary. An App Config, “Show VAS Item Total Amount In Separate Summary Line” is available for this.

  

  If this Config is enabled, then the VAS item amount will also be shown separately.

  
• The VAS Item auto-apply feature only works when Items are added through the “Add Item” option. This feature is not applied when items are added through the “Quick Add Items” and “Last Ordered Items” options.