Rules

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Rules

Using Rules:

Several aspects of the site allow you to control aspects of your account using rules. The rules determine the effect of your interaction with another company, but allows you to do this at a company level, or country, or region and other criteria.


Two examples of use cases:

You can create a rule that any RFQ’s coming from France go to your French speaking member of staff.

You can choose to hide your inventory from anyone outside of Europe so that it does not appear in their search results.

Rules Catergories:

Inquiry Method Rules: This allows you to hide your inventory from other companies, or prevent them from placing an RFQ (i.e. they would need to ring or email).


You can choose here between ALL – which allows them to see and enquire on your inventory, LIMITED – which returns the inventory in the search results but removes the ability to send an RFQ through Bearingnet, and NONE which hides the inventory.


Sales Contact Rules: Manage the flow of RFQ’s between the various users on your account. For example, send RFQ’s from particular countries or regions to a particular member of staff.


You can choose here the members of staff to direct the enquiry to, or the Default Sales contact, which is set in the YOUR ACCOUNT section of Bearingnet.


Search Priority Rules: Allows you to choose who will be shown first on the company details screen, and companies that you can hide away.


You can choose between HIGH which lifts the results to the top (e.g., for your preferred suppliers) and LOW which will hide inventory at the bottom of the search results (though can you press a button to reveal it)


Note that for Inquiry Method, and Sales Contact – these can be set on a company-by-company basis on the Company Details page, and you do not need to use rules unless you wish to block by country (or other criteria)

How to Define Rules:

You build up a list of rules. Which ever type of rules you are using, the rules process in order from top to bottom and the first to match will take effect. Try not to have conflicting rules.


Some categories have a default, so that if nothing matches, the default will take effect.

Example: setting your company inventory to only be visible in Europe

  1. 1)Go to the Inquiry Method Rules.
  2. 2)Set the default visibility to “NONE” At this point – no one can see your inventory.
  3. 3)Now add a rule –
  4. Criteria –
  5. REGION Value –
  6. EUROPEVisibility –
  7. ALL (green tick)

Now all the people in Europe will see your inventory – everyone else will not.

Example 2: Block one country from seeing your inventory

1)Go to the Inquiry Method Rules.

2)Set the default visibility to “ALL”

At this point – everyone can see your inventory.

3)Now add a rule –

Criteria – CountryValue – (country of your choice)

Visibility – NONE (red cross.)

Example 3: Block a country with exceptions

1)Go to the Inquiry Method Rules.

2)Set the default visibility to “ALL”


At this point – everyone can see your inventory.


3)Now add a rule –

Criteria - Country

Value - Germany

Visibility - NONE (red cross)


Now, everyone can see your inventory, except for anyone in Germany, but you want an exception.


4)Add another rule

Criteria - COMPANY

Value - Choose the company

Visibility - All (Green Tick)

Add the rule, then move it above the rule that blocks Germany.


Here because your example company is top of the list, its rule allowing access is matched before the rule that matches them because they are in Germany.