Collection rules

This topic describes the mandatory and optional rules for point collection schedules.

In addition to the collection type, there are also collection rules. Certain rules apply only to certain collection 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 collection schedule (for example, include several customer groups), while others may appear only once (e.g. minimum purchase” for price points).

Rule	Applicable type	Mandatory	Occurrence	Possible value	Default	Description
Include item incentive group(s)	All types	No	Multiple, no duplicates	One or more incentive group(s) The item incentive group(s) that this collection schedule applies
Include customer group(s)	All types	No	Multiple, no duplicates	One or more customer group(s) The customer groups that this collection schedule applies
Exclude item incentive group(s)	All types	No	Multiple, no duplicates	One or more incentive group(s) The item incentive group(s) that this collection schedule does not apply
Exclude customer group(s)	All types	No	Multiple, no duplicates	One or more customer group(s) The customer groups that this collection schedule does not apply
Points per unit	PP, QP	Yes	Single	Positive decimal	1	The number of points collected per unit (dollar for PP or quantity for QP). Ex: - 1 Point for $1 (PP) - 100 points for 1 purchased “1L Milk” (QP)
Points per Basket Value	BP	Yes	Multiple	Pair	$10, 1	Ex: - 1 points for $10 basket - 2 points for $20 basket, etc.
Rounding	PP, BP	No	Single	Pick list: No rounding, Nearest, Down, Up	Nearest	Determines how fractional points are rounded, e.g. 1.55 collected points will round up to 2.0 points with the “Nearest” or “Up” rounding
Minimum purchase	PP	No	Single	Positive currency value	0	Determines that a necessary minimum subtotal is required to collect points
New Customer Bonus Points	PP, BP	No	Single	Positive decimal	0	Adds bonus points to any customer which never had points collected, on the first purchase
Include accelerator(s)	PP, BP	No	Multiple	One or more points accelerator(s) See Points Accelerators further below
Exclude for Discounted	PP, BP	No	Single	Boolean	Enabled	Excludes point collection for any item that is discounted
Exclude for Non-inventory	PP, BP	No	Single	Boolean	Enabled	Excludes point collection for non-inventory items
Exclude for Charges	PP, BP	No	Single	Boolean	Enabled	Excludes points collection for charge items
Exclude for not priced	PP, BP	No	Single	Boolean	Enabled	Excludes points collection for items that are not priced and the cashier manually provides the price
Exclude for vouchers	PP, BP	No	Single	Boolean	Enabled	Excludes points collection voucher item type
Exclude for Redemption	PP, BP	No	Single	Boolean	Enabled	Excludes point collection for a transaction which also contains points redemption
Exclude for layaways	PP, BP	No	Single	Boolean	Enabled	Excludes point collection for layaway transaction types
Exclude for backorders	PP, BP	No	Single	Boolean	Enabled	Excludes point collection for backorder transaction types
Exclude for work orders	PP, BP	No	Single	Boolean	Enabled	Excludes point collection for work orders transaction types
Exclude customers with Discounts	All types	No	Single	Boolean	Enabled	Excludes customers with pre-set discounts
Exclude customers with Price levels	All types	No	Single	Boolean	Enabled	Excludes customers with pre-set price levels
Exclude employees	All types	No	Single	Boolean	Enabled	Excludes customers that are marked as “employees”
Save collected points as item comment	PP	No	Single	Boolean	Enabled	Enables saving the collected points per each item in the line item comment field
Show collected points detail	All types	No	Single	Boolean	Enabled	Enables a popup at the end of the transaction to display the collected points detail

Any optional Boolean rule (e.g., exclude employees) is always enabled when added. If the rule is not to be enabled, simply do not add it to the collection schedule.