In this section, you will learn how to Create, Edit, Delete, and Un-Delete Automated Rules.

Create

To create a rule:

1. Click Administrative > Automation Rules > Automation Rules.  The Automation Task Rules list will appear.
2. At the bottom, click Add Rule.  This will open the Automated Tasks Wizard. 
3. Enter a Name for this rule and click Next.  Note if you are a multi-store user you will also need to choose a Store.
   
    
4. Choose the type of trigger and click Next.
   
    
5. Click the Triggers drop-down to see available triggers for this type.  After selecting a trigger, use the drop-down below it to open the filter.  The filter will vary depending on the type of trigger, e.g. Inventory Sold will include an item filter that lets you specify inventory criteria.  
   
    
6. After defining criteria, click OK to save the filter and then click Next.
7. At the top of this window, choose the associate for this task.  
   
   
   Assigned Associate will use the associate that triggered the rule. For example, if this is an Inventory Sold rule, Assigned Associate would be the person who rang out the transaction.  Use Specific Associate if you always want to assign the task to the same person.
    
8. Use the bottom half of this window to specify whether you want this task to use a Due Date or Start Date, then choose how many days or months out you want that date to be.  If using a Start Date, use the bottom field to specify how many days between Start and Due Date.  Click Next when done.
9. Finally, enter the task details and Finish adding the rule.
   

Edit

Existing rules can be edited at any time.  Note that this will not update any tasks that were already generated by this rule.

To edit a rule:

1. Click Administrative > Tasks > Automation Rules.  The Automation Task Rules list will appear.
2. Select the rule you want to edit and click Edit Rule.  Alternatively, you can double click on the rule.
3. Step through the wizard by clicking Next and make any desired changes.
4. Complete the wizard by clicking Finish at the end.

Delete

Rules are never truly deleted.  Instead, they get marked inactive and will not show in your list unless you check Show Deleted at the bottom.  Note that deleting a rule will not delete any tasks that it already generated.

To delete a rule:

1. Click Administrative > Tasks > Automation Rules.  The Automation Task Rules list will appear.
2. Select the rule you want to delete and click Delete Rule.
3. You will see the rule turns red and the Is Active column will change to No.

Un-Delete

To un-delete a rule:

1. Click Administrative > Tasks > Automation Rules.  The Automation Task Rules list will appear.
2. Check the Show Deleted box at the bottom.
3. Double click or edit the rule you wish to make active again.
4. Click Next all the way until the wizard completes.  Once you click Finish the rule will be active again.