A configuration rule enforces a relationship between two products or categories on a quotation:
- Dependency — if the subject is on the quotation, the target must be too. When the target is a category, any one product from that category satisfies it.
- Exclusion — if the subject is on the quotation, the target must not be.
A rule can reference either a specific product or a whole category on each side.
Create a rule
- Go to Settings > Module settings > Sales > Configuration rules.
- Select New rule.
- Choose the Type (Dependency or Exclusion).
- Choose the Subject — a product or a category.
- Choose the Target — a product or a category.
- Select Create rule.
Note
Configuration rules are managed by team admins only.
How enforcement works
A quotation that violates an active rule can still be freely drafted and saved. The check only runs when you select Issue — if the quotation violates a rule (or breaches the configured margin floor), issuing is blocked and needs sign-off from another team member. See Quotations for how approval works.