Each rule injects a virtual line item into every export of every template you tick below. Examples: Stramit Delivery Fee, Site Establishment, Engineering Inspection. The item itself (Supplier, Itemcode, Price, Category, Weight) lives in the Catalog — edit it there and every standing charge referencing it picks up the new price automatically.
User-facing label — shows in the rule list above and in the Build-tab status messages. Doesn't appear on the takeoff itself (that uses the Catalog item's Name).
Fixed multiplier on the catalog item's unit values. 1 for a single delivery fee; 2 if a job needs two; etc.
Pick the item from the existing Catalog. Don't see what you need? Go to Linked Items → Catalog and add it first, then come back. Supplier / Price / Category / Weight all come from the catalog item.
Tick every template that should automatically include this charge. A blank list means the rule is dormant. Customer-facing templates (Quote, Estimate) and supplier-facing templates (Purchase Order, Quote Request) can carry different sets.
When off, the rule is ignored on every export regardless of template selection. Use this to temporarily silence a charge without losing its config.
Turn this rule into a supplier discount — e.g. a volume discount for orders over a threshold. The discount lands at the bottom of the supplier's section in the BOM with a negative Cost. The supplier is taken from the catalog item above.
Pick None for normal standing charges (delivery fees, site establishment, etc.).
Enter the dollar amount or percentage (e.g. 500 or 5). Always stored positive — the negative sign is applied automatically.
The discount only fires if the supplier's pre-discount total (modelled rows + delivery fees) is at least this much. 0 = always apply.