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Documentation Index

Fetch the complete documentation index at: https://help.gorelo.io/llms.txt

Use this file to discover all available pages before exploring further.

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.

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Set up rules

1

Navigate to the Contracts list.

Then click Dynamic Quantities up the top right.
2

Click the Rules tab.

You will see Dynamic Elements that Gorelo has detected from each Source. Example: Source of Asset Tag and a Dynamic Element of Windows Workstation.
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3

Go to 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.

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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.
1

Navigate to the Contracts list > Dynamic Quantities up the top right.

2

Click the Pending tab.

You will see all dynamic elements that are pending contract addition:
Image 143
  • Add will navigate you to the client’s contract (or list of contracts) so you can add from there.
Image 145
  • Ignore will hide just this specific dynamic element for this specific client (and appear in the Ignored tab)
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