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Setting Up Auto-Creation of Point Blocks

This topic describes how to set up auto-creation of point blocks for prepaid partners so that you do not have to create new point blocks manually whenever a partner is running out of points in a point block.

This task is a step in Process of Setting Up Loyalty Programs.

You can auto-create a new point block for a partner by clicking the Replenish Point Block button in the Loyalty Terms view. If the number of points remaining in a point block reaches a value you have previously specified in the Reorder Limit field in the Loyalty Terms view, then pressing the Replenish Point Block button creates a new point block.

NOTE:  Auto-creation of point blocks only applies to prepaid partners. For post-paid partners, setup of point blocks is not required.

You must set up several features for point blocks that are auto-created for a partner, including the pricing rule that is used to price the point block and the Reorder Limit, that is, the point at which a new block of points can be auto-created. To define pricing and terms for a partner, perform the following tasks:

• Defining Partner Pricing Rules.

  Define all the pricing rules for a program in the Partner Pricing Rules view for the program.

• Entering Loyalty Terms for Auto-Creation of Point Blocks.

  Associate the appropriate rule with each partner in the Loyalty Terms view for that partner.

• Approving and Billing for Auto-Created Point Blocks.

Defining Partner Pricing Rules

Define pricing rules for different currencies used in each program. For example, if you have a program named High Miles, then you might define a number of pricing rules named High Miles USDollar, High Miles Yen, and so on.

For each pricing rule, there is a Pricing Range view where you enter a list of prices for purchases of different sizes. In this view, enter a list of nonoverlapping ranges of points, with the cost per point for each. The auto-point block created for the partner charges the partner based on the price of the range defined here.

To define a partner pricing rule

1. Navigate to the Loyalty Programs Administration screen.
2. Drill down on the Program Id of the appropriate program.
3. Click the Partner Pricing Rules view tab.
4. In the Partner Pricing Rules list, add a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Name	Enter a unique name for the rule.
   Currency Code	Select the currency code this rule applies to.

5. In the Pricing Range list, add new records, and complete the necessary fields, described in the following table.

   NOTE:  Ranges must not overlap, and a cost must be entered for each range.

   Field	Description
   Minimum	Enter the minimum number of points in this pricing range.
   Maximum	Enter the maximum number of points in this pricing range.
   Cost Per Point	Enter the price per point for purchases in this pricing range.

Entering Loyalty Terms for Auto-Creation of Point Blocks

Use the Loyalty Terms view to specify several features of auto-creation of points for each partner, including which pricing rule is used for this partner.

To enter loyalty terms for auto-creation of point blocks for a partner

1. Navigate to the Partners screen, Partner List view.
2. Drill down on the Partner Name of the appropriate partner company.
3. In the Loyalty Terms list, add a new record if necessary, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Pricing Rule	Select the pricing rule used to price this point block.
   Reorder Limit	Enter the number of points remaining in the existing block for a a new block to be auto-created. For example, if you enter 10,000, then a new block is auto-created when the existing block for this partner has less than or equal to 10,000 points remaining.
   Minimum Order Quantity	Enter the number of points in the auto-created point block.

Approving and Billing for Auto-Created Point Blocks

After the point block is auto-generated, it can be approved and the partner must be billed for it in the same way as manually created points. For more information, see Creating Point Blocks for Loyalty Programs.

If you selected the Skip Validations check box when defining terms for the point block, as described in Entering Loyalty Terms for Auto-Creation of Point Blocks, then the point block does not require approval in order for the points to become available. Be aware, however, that selecting the Skip Validations check box does not affect the status of the point block, which remains as Pending.