How to Set Customer Rules in Akrio

Video Guide

Follow this video tutorial guide to see how to set customer rules.

You can use Customer Rules to automate the behaviours of documents to specific customers in Akrio.

To set a rule:

1. Navigate to the Sales Inbox page. 
   
   

2. Select a document from the list to set its customer rules.
   
   

3. Click Rules for Customer.
   
   

4. Fill in details for available fields like category, currency, and auto-publish.
   
   

5. When ready, click Apply.
   
   

Note: Once you’ve set a customer rule, it will be applied every time a new transaction to that customer is uploaded to Akrio.