Creating a New Rule in Menu Manager

The Menu Manager is a powerful tool that allows you to create rules that modify specific pricing menus. Using Menu Manager, you can apply Conditions that determine the vehicles, parts, or services that are impacted by a rule along with Effects that change any item identified by the Conditions established. Depending on the rules you create, you may completely change the content and price of manufacturer-recommended menus. Check your rules carefully before deploying. (Click here to see how the Rules Report can help you anticipate errors.)

Your Menu Manager rules will not take effect until you complete the deploy process.

The steps below will show you how to quickly and easily complete these three tasks. 

1. Create the rule.
2. Build the rule structure. 
   1. Create conditions.
   2. Create effects.
3. Deploy the rule. 

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Only QuoteLink administrators can access this function. 

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To create a rule:

1. Click the Menu Manager tab.
2. From the Menu Manager window, click Create Rule.
   
3. Complete the information on the Rule Basics window: 
   1. Give the rule a descriptive, unique name. If you make an error, click the X to clear the box.
      
   2. To replace the manufacturer rule with the rule you're creating, tick Override manufacturer menu. To display both the manufacturer rule and your rule, leave the box unticked. The user will select which rule to apply.
      
   3. Manufacturer rule content may change while your rule is in effect. To always display your new rule, tick always apply rule. Otherwise, if manufacturer rule content changes, an alert will trigger. (Click here for more information.)
      
   4. Add the date range for the promotional menu by typing in the from and to dates or click on the calendar icon and select the date. (This information is required.)
      
   5. The Rule Creation Date is automatically set when the rule is saved. Tick the reset creation date box to reset the date in the event of a manufacturer rule change. (Click here for more information.)
      
   6. For your reference, add a short description of this rule.
      
   7. Add a short description of this rule for the clients in the box for MyOpel Customer Information Text.
      
   8. Select On or Off for Rule POC Filtering.
      
4. Click Save. Note: Your rule is activated after you add criteria and deploy the rule. 

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To build the rule structure: 

To add criteria to your rule, you must create Conditions and Effects. For example, if you want to create a promotion to repair and replace spark plugs, the Rule Structure window might look like this:

If you wrote the promotion as a statement, you could say: 

IF (condition)

• The car make is Vauxhall, and
• the job is to remove and replace spark plugs, and
• the vehicle model year is 2010 or later

THEN (effect)

• Charge £19.95 for the job. 

To create your conditions: 

1. Click the Rule Structure tab.
2. Set your conditions for the rule. (Click here for detailed information on the conditions available.) Note: Vehicle make and job type are required for every rule and cannot be removed or changed.
   
   1. To add the job type, click the magnifying glass icon () and then select the job from the Content Search box by double-clicking it. (Click + to expand the categories.)
      
   2. To add additional conditions, click the Add icon ().
   3. Select the new Condition from the drop-down list.
      
   4. Based on the condition chosen, either select the condition from the drop-down list or click the magnifying glass icon () and then select the information from the Content Search box.
      
3. Once you have added all your Conditions, you will need to apply the Effects.

Note: To delete a condition, click the delete icon:

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To create your effects: 

1. Beginning in the Rule Structure window, create a campaign code for your rule. Note: QuoteLink will not allow you to save a created or edited rule without a unique campaign code.
   
2. Click the add icon () to create your first effect.
3. Select the Effect from the drop-down list. (Click here for a list of all effects available.)
   
4. Based on the effect chosen, either type the information in the provided field or click the magnifying glass icon () and then select the information from the Content Search box. 
   
5. To delete an effect, click the delete icon:

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To deploy your rules:

1. From the Rule Structure tab, click the Save button. Note: If the red "unsaved" is still visible, your rule has not been saved. You may need to create a unique campaign code.
   
2. Click the List Rules tab. Your new rule will appear in the list of rules.
3. From the List Rules tab of Menu Manager, click Deploy Rules.
   
4. Your rules will be deployed and the Rules deployed date will be updated. Note: Click the Undeploy Rules button to remove all your custom rules from QuoteLink. 
   

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KB Article #5092