Redemption rules

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

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

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.