PCM: Apply All Ratios to Flat Point-Based Product Purchases

Updated at April 23rd, 2025

Summary

Many clients use Flat Points for their Product Catalog Management (PCM) products instead of Point Ratios. However, when these clients add flat point-based products to a campaign, they often want to apply a multiplier to the flat points.

Flat Points are a base (flat) number of points applied as a benefit for purchasing a specific product, without applying a ratio-based multiplier to the base points.

All points ratios apply to product purchases. The calculation for this functionality is
- Quantity (the number of product purchased) multiplied by Flat Points (base points for the purchase of a single product) multiplied by All Ratio (purchase/campaign ratio, tier ratio, product ratio).
Purchases of the same product by members when there is no ratio defined in the platform, then the members only receive the base points for that product. The calculation for this is simply.
- Quantity multiplied by Flat Points.

If the campaign ratio is applied, when the client runs reports for the campaign or for a flat points-based product, these reports show a distinction between the total number of points earned and campaign points for the product. Affected reports include Campaigns and Orders.

ADR and Super Admin Configuration

For proper functioning of PCM when applying ratios to flat point-based products, two flags must be enabled: one in the ADR and another in the Annex Cloud (AC) Super Admin application. An AC person must set these flags for the client.

Apply All Ratios in Flat Points: Enables all the ratios configured in various places, like campaign tier purchase, to be applied to the flat points-based product in the PCM.

Navigation: Products > Actions > Action Rules > General Information

To display Apply All Ratios in Flat Points, you must select the Purchase Point Type as Ratio and/or Flat Points or Only Flat Points from the drop-down list. If you select the Only Ratio option from the drop-down list, this flag will not be displayed.

Enable Campaign Points Differentiation in API and Capping: Enables the system to differentiate between base (flat-rate) points and the campaign points with ratios applied.

Loyalty Engagement Platform (LEP) Configuration

Actions: Purchase

To configure the Purchase action to support only flat points, set the Purchase Point Type drop down to Only Flat Points.

Navigation: Products > Actions > Action Rules

Product Catalog Management

Here is a brief summary of configuration of flat point-based products in PCM. Other fields are required to add products to PCM, but these fields allow you to set up products that award flat points on purchase.

Navigation: Products > Product Catalog Management > Product Catalog

Product Award Type: Select Based on Product.
Product Points Type: Select Only Product Flat Points.
Product Flat Points: Enter the number of points to apply when the product is purchased.

Applying All Ratios to Flat Point Products in PCM

With flat point products set up in PCM, and a campaign set up with ratios applied to product purchases, the system applies the following calculation logic.

Points = Quantity * PCM Flat points * max(Purchase Ratio, Campaign Ratio) * Tier Ratio
Base Points = Quantity * PCM Flat points * Purchase Ratio * Tier Ratio
Campaign Points = Points - Base Points

Here is a simple use case as an example:

Gadget Mini is a flat point product in PCM.
Gadget Mini awards 100 points per purchase.
The Back-to-School campaign sponsored by GadgetCorp awards 3x points for purchases of products in the PCM.

Bob Smith buys one Gizmo Mini through the company’s online site.

The points calculation for this purchase is:

Quantity	Total Points	Base Points	Campaign Points
1	300 (1* 100 * 3)	100 (1 * 100)	200 (300 - 100)

Here are some additional examples to show how these calculations are applied.

Product Quantity	PCM Flat Points	Purchase Ratio	Tier Ratio	Campaign Ratio	Base Points	Campaign Points	Points
2	100	2	2	0	800	0	800
2	100	2	2	1	800	0	800
2	100	2	2	2	800	0	800
2	100	2	2	4	800	800	1600
2	100	1	1	2	200	200	400
2	100	1	1	3	200	400	600

Campaign Details in Reporting for Flat points

The system keeps track of total points and campaign points for these purchases. You can see this breakdown in the Order report and the Campaign report.

Order Report

To run the Order report

Enter a User ID or Order ID to display specific results .
Click Search.

Navigation: Reports > Order

In the report results, you can view total points awarded for the purchase in the Points Earned and Points Awarded fields.
Click the link in the Order ID field to display the Order Details report.
On the Order Details report, you can view the Quantity of items purchased and the number of Campaign Points for the purchase.

Campaign Report

To run the Campaign Report:

Enter the Start and End dates to define a date range.
1. Optionally, enter the Campaign ID instead.
Click Search. If you entered a date range, any campaigns that fall within the date range display in the report output.
In the report results, click the View User Details icon.
The Campaign User Details page displays actions taken by members in the campaign.
- You can filter the results by members' User IDs.
- The report results include any Purchase actions taken by members, along with the total Points Earned and a separate field for Campaign Points - points applied to the purchase because of campaign settings.