Redemption rules
In the same way as the Collection, a Redemption Schedule must be equipped not just with a type but with additional rules. Certain rules apply only to certain redemption types, while others apply to all types. Some rules are mandatory; others are optional. In the following table the mandatory rules appear in bold font. Some rules may be repeated in the redemption schedule (for example, include several Customer Groups), while others may appear only once (e.g. “Minimum Purchase” for PP).
Complete list of the redemption rules (click to expand)
| Rule | Applicable type | Mandatory | Occurrence | Possible values | Default | Description |
|---|---|---|---|---|---|---|
| Reward value per point | $D, O, $C | Yes | Multiple, no duplicates | Pair of: # of points reward value | 100/$10 | Applies redemption schedule: e.g. $10 off for 100 points, $20 off for 200 points etc. |
| Reward value per point | %D, %C | Yes | Multiple, no duplicates | Pair of # of points reward value (%) | 100/10% | E.g. 10% off for 100 points, 20% off for 200 points etc. |
| Reward value per point | RI | Yes | Multiple, no duplicates | Triplet of: # of points# of reward items% discount | 10/1/100% | E.g., for 10 points, 1 reward item at 100% discount |
| Reason code | $D, %D, $C, %C | Yes | Single | Any Discount Reason Code | A Discount reason code type, which is automatically applied to every discounted item. The reason code must not be used for any other discount | |
| Offset Charge/NI Item code | O, OC | Yes | Single | Non-inventory Item or Charge lookup code | A negative charge which will offset the transaction subtotal by the reward value | |
| Applies to the same incentive group as Collection | All types | No | Single | Boolean | Enabled | If selected, applies only to the same incentive groups as the collection schedule in the loyalty program |
| Include incentive group(s) | All types | No | Multiple, no duplicates | Any incentive item group | Applies the reward only to the items from the selected item groups | |
| Exclude incentive group(s) | All types | No | Multiple, no duplicates | Any incentive item group | Does not apply the reward to the items in the selected item groups | |
| Include customer group(s) | All types | No | Multiple, no duplicates | Any customer group | Applies the reward only to the customers from the selected customer groups | |
| Exclude customer group(s) | All types | No | Multiple, no duplicates | Any customer item group | Does not apply the reward to the customers in the selected item groups | |
| Redeem on Backorders | All types | No | Single | Boolean | Enabled | Specifies if the points can be redeemed on picking back orders |
| Redeem on Layaways | All types | No | Single | Boolean | Enabled | Specifies if the points can be redeemed on picking layaways |
| Redeem on Work Orders | All types | No | Single | Boolean | Enabled | Specifies if the points can be redeemed on picking work orders |
| Redeem on Refunds | All types | No | Single | Boolean | Enabled | Specifies if the points can be redeemed on transactions that contain returns or exchanges |
| Maximum discount | All types | No | Single | Percent | 0% | A maximum reward discount that could be applied to the transaction. Calculated as percentage of the subtotal. %0 means no limit |
| Redeem in the same transaction | All types | No | Single | Boolean | Enabled | The option allows the ability to redeem the loyalty value in the same transaction in which it is collected |
| Coupon Time Limits | $C, %C, OC | No | Single | Pair of two integers | 1/30 | Determines the coupon availability time frame: days before activation / days valid after activation |
Note: Any optional Boolean rule (e.g., “Redeem for Work Orders”) is always enabled when added. If the rule is not to be enabled, simply do not add it to the collection schedule.