Conditions reference
Conditions are the questions a rule asks about an incoming or reviewed order.
Common conditions
Use vendor, subject, amount, part number, vehicle, tag, shipping status, and attachment checks to narrow which orders a rule should match.
when vendor matches FCP Euro
and part_number contains 11427512300Match order
Rules run top to bottom. Put specific conditions before broad conditions so a catch-all rule does not handle a receipt that needed special treatment.
Preview before saving
Use previews to confirm a draft condition catches the intended historical orders. A preview should be treated as advisory until the rule is saved and run by the ingestion workflow.
// docs maintenance
Keep docs updated with product, API, UI, and workflow changes. If behavior changes, the matching docs page should change in the same work.