Getting started

Business rules

Enable rules from the catalog with scope, mode and parameters, and review who changed them.

Available in Professional and Enterprise

Updated October 28, 2026 by the Business in a Wave team

Settings › Operating rules › Business rules (permission rules.manage) shows the catalog of 16 rules grouped by process: Receiving, Put-away, Picking, Packing, Shipments, Counts and Returns. It is enabled in Settings › Operating rules › Operations › Visible modules › Business rules.

For each rule, select:

  • Mode: Block stops the action with the rule's message; Warn lets it proceed and shows the notice; Requires approval stops it until a supervisor approves it. A new rule starts in Warn so it can be observed before it blocks.
  • Scope: the entire company, or warehouses, zones, categories, products, partners and document types. If two identical rules apply, the most specific one wins (product, then category, zone, warehouse) and, with equal scope, the one with the higher priority.
  • Parameters: for example, the receiving tolerance as a percentage or the minimum days of shelf life.

Where a rule applies, it replaces the fixed Operations setting on the same subject; where it does not apply, the setting remains in effect. Every creation, change or activation is recorded in the history with who made it and when.

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