Sales Rules
A sales rule is a set of parameters for how NetSuite assigns potential customers to sales reps. Sales rules are based on standard and custom fields found on lead, prospect, and customer records. For example, name, address, and phone number.
NetSuite does not assign a potential customer that does not match your sales rules. You can manually assign these potential customers, or you can distribute them with the default Round Robin sales territory.
For example, you have three sales reps in one city. You can make a sales rule of a city and a sales rule for each customer status. When you create the three sales territories, you select the city rule for each sales rep in that area. However, you choose a different customer status for each sales rep. Now, one sales rep will be assigned leads for that city, one will be assigned prospects, and the other will be assigned customers.
To create a sales rule:
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Go to Setup > Sales & Marketing Automation > Set Up Sales Rules > New.
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On the Select a Customer Rule Field page, click the name of the field on which you want to base this rule.
The type of field you select determines what kind of criteria you can set.
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On the Customer Field Rule page, enter a name and description for this rule.
The field you base this rule on is shown below the description.
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Set the criteria you want for this rule. Set multiple subcriteria, if needed. For example, you want to create a zip, postal code rule that includes multiple zip codes.
The criteria you can set are based on the type of field on which you base this rule:
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Numerical fields – criteria and subcriteria based on numerical ranges
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Text fields – criteria and subcriteria based on alphanumerical content
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Box fields – criteria based on whether the box is checked (is Equal To) or not checked (is Not Equal)
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List fields – criteria based on the inclusion or exclusion of choices in preexisting lists, for example, Lead Source or State
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Custom fields – criteria based on the information entered in custom fields
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Set the rules if you want customers to match all or any of the criteria and subcriteria. Availability of these options depends on the type of field on which you base this rule:
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Choose Match All Conditions if you want customers to be assigned by this rule only if they match all criteria and subcriteria.
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Choose Match Any Condition if you want customers to be assigned by this rule if they meet any of the criteria or subcriteria.
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If you have the option to select subcriteria, set them at the bottom of the page, and then click Add/Edit.
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Click Save.
After you create the sales territory assignment rules, group those rules into territories, and then assign the territories to sales representatives. Go to Setup > Sales > Sales Management > Sales Territories > New.