Written By Mikel from Gorelo
Last updated 4 months ago
Dynamic Quantities are used to automate your billing by increasing/decreasing quantities of products/bundles and suggesting things that haven’t been billed yet. Asset Tags, Contact Tags (M365) and Pax8 subscriptions are currently supported.
Setting up Rules
Navigate to the Contracts list —> then to Dynamic Quantities up the top-right
Click on the Rules tab
You will see Dynamic Elements we have detected from each Source
Example: Source of Asset Tag and a Dynamic Element of Windows Workstation
In the Auto Action column, select what you’d like to occur when this dynamic element is detected (and not currently mapped to a contract).
Unmapped: This element will appear in the Pending tab and directly on each contract ready for you to map a product/bundle
Suggest: Choose a product/bundle to suggest. This element will appear in the Pending tab and directly on each contract ready for you to click ‘Add’ as the product/bundle has been suggested.
Ignore: This element will not appear in the Pending tab or directly on each contract.
See what’s Pending
You should check this Pending tab regularly to make sure you’re billing for everything. Anything that appears here should be either added to a contract, individually ignored or ignored via the Rules tab.
Navigate to the Contracts list —> then to Dynamic Quantities up the top-right
Click on the Pending tab
You will see all dynamic elements that are pending contract addition
Add will navigate you to the clients contract (or list of contracts) so you can add from there
Ignore will hide just this specific dynamic element for this specific client (and appear on the Ignored tab)