Accrual - Product Rules

Written By Devin O'Neill ()

Updated at April 23rd, 2025

Summary

  • Product rule enables the creation of new product rules for the loyalty program.
  • In the product rule, you can add an individual purchase ratio setting for the unique SKUs.
  • Click on the Add New Product Rule Button. It will create a new product rule.
  • To open the Product Rule section, click on the Product Rule tab as shown in the following image.

Capabilities

Product Rule enable the user to create and manage product rules. The user also imports the product details by selecting the Import Product drop-down option. The user can view all available product details listed in a table. Below is an annotated screenshot of the capabilities within Product Rules and their functions:

  • Add New Product Rule: Users are able to add a new Product Rule by clicking on this button. Additional details on how to configure product rules are described below.
  • Import Product: Members used to manage multiple rewards by importing a spreadsheet.
  • Search: Ability to search through the configured product rules on the platform. Advanced search capabilities can be accessed by clicking on the dropdown icon in the search box.
  • Export: Allows the user to export configured product details as an Excel or CSV file.
  • Remark: This column provides three functionalities. Edit enables the user to modify an existing product rule. The audit functionality shows the product rule log. Delete functionality deletes the row information. 

Configurations

Create New Product Rule

Product Rule configuration provides a number of options and flexibility when setting up a new product rule, including; Defining product name, points award type based on category and product, Product/Category Points Type, Product/Category Points Ratio.

To create a Product Rule, click on the “Add New Product Rule” button from the Product Rule page.

Configuration fields and description in the following table:

Field Description
Points Award Type

Select the points award type

Based on Category

Based on Product

Product ID Enter the store keeping unit (SKU) that is used to identify the product
Product Name Enter the name that represents the product
Product Points Type

Select the product points type:

Points ratio

Flat points

Both

No

If we select point ratio then we need to enter point ratio for the product

If we select Flat point then we need to add the flat points

Eligibility If we have not selected any points type then points will not award to this product else points will award as per the configuration
Unit Price Enter the unit price for the product
Category ID Enter the category ID for the product
Category Name Enter the category name of the product
Category Points Type

Select the category points type:

Points ratio

Flat points

Both

If we select point ratio then we need to enter point ratio for the category

If we select Flat point then we need to add the flat points

Category Points Ratio Points ration need to add based on Product ID
Category Flat Points Bonus, and points are awarded as flat points for the particular product ID
Category Bonus Flag Member need to imply bonus or also category points ratio to the product ID
UPC, GTIN, MPN, Brand ID Adding this product attribute to category, members are able to run the campaigns.

Edit Existing Product Rules

Click on Edit in the Remark field to view the existing product rules fields, and edit the fields as per the members loyalty program. All the fields are similar to the above mentioned fields in the table.