Eligibility Rule Configuration Reference

Eligibility rules...

• Configuring Eligibility Rules
  
• Configuring Menu Item and Item Groups to an Eligibility Rule
  
• Adding Time Restrictions to an Eligibility Rule
  

Configuring Eligibility Rules

Eligibility rules are used to define which transactions are eligible for specific functions. The most common use is to define which transaction qualify for loyalty functions. Eligibility rules are also used to define what is eligible for Loyalty Awards and Coupon and what can be redeemed with specific accounts. Eligibility rules can be limited by time, items, or sales itemizers.

An eligibility rule may be created to:

• require a minimum guest check total to satisfy award requirements, or

• calculate loyalty points based on the guest check total.

In calculating the guest check total, the eligibility rule can be configured to include or exclude the following items from the guest check detail:

• service charges

• taxes

• partial payments

1. In Reporting and Analytics, click the link to go to the Eligibility Rules page in the iCare Gift, Payment, and Loyalty Configuration portlet, and then click Add. If you cannot find the link, contact your system administrator.
2. Select the Rule Type:

   • Use with Loyalty Rule: Select to define which transactions are eligible to earn points in a loyalty program or to define which items can be discounted for an immediate discount award.

   • Use with Redemption Rule: Select to limit which items can be purchased with a stored value or pay with points program.

   • Use with Coupon Rule: Select to define which items can be discounted by a coupon.

   • Use with Stored Value Bonus Rule: Select to define which transactions qualify for a stored value bonus.

3. Enter an identifying name and description for the eligibility rule.
4. Configure whether Gift and Loyalty includes the following items when calculating the subtotal for a check:

   • Include Service Charges: Select to include service charges when calculating the minimum check value or when calculating loyalty points. Do not select if the minimum check value calculates using the net transaction total.

   • Include Taxes: Select to include taxes when calculating the minimum check value or when calculating loyalty points. Do not select if the minimum check value calculates using the net transaction total.

   • Exclude Payment: Select to exclude partial payments applied to the transaction when calculating the minimum check value or when calculating loyalty points. Use this option to prevent situations where a guest makes a payment to the check using a gift card and receives points for the purchase.

   • Require Stored Value:

5. To set a minimum transaction value required for rewards or points eligible, enter a Check Min Value. This configuration is typically used to restrict points being issued on small transactions in point-per-visit programs.
6. To configure rewards or points eligibility based on items:
   1. Select an eligibility rule from the Item Rule Type drop-down list:.

      • Num of Items in Transaction: minimum number of items in the specific transaction.

      • Num Combos in Transaction: minimum number of combo meals in the specific transaction.

      • Num Items in Transaction this Period: minimum number of times the item was included in a transaction over the current period

      • Num Combos in Transaction this Period: minimum number of times the combo meal was included in a transaction over the current period.

   2. Enter the minimum amount requirement in Item Quantity.
   3. Select Items must be unique to count only unique items toward the eligibility rule.
   4. To set an interval before items can be counted toward eligibility again, set the rule from the Unique Item Expiration Method drop-down list:

      • Never Expire: Do not allow unique items to be counted toward eligibility again.

      • Expire items after x periods: Unique items expire after a set number of periods worth of days have transpired since the date of purchase. For example, if you set unique items to expire after 3 periods and the rule uses weekly periods, the item expires exactly three weeks after the date of purchase.

      • Expire items after x rolling periods: Unique items expire after a set number of periods have passed after the current period. For example, if you set unique items to expire after 3 periods and the rule uses weekly periods, the item expires three weeks after the end of the current weekly period.

      • Reset all items after x periods: All unique items expire after a set number of periods worth of days have transpired since the date the first item was purchased.

      • Reset all items after x rolling periods: All unique items expire after a set number of periods have passed after the current period.

   5. To set an upper limit of unique items remembered for each customer, enter a Max Saved Unique items/account.
7. When using time periods for minimum item transactions or for unique item expiration, select the period type from the Period Type drop-down list. When using a number of time periods for unique item expiration, enter the Number of Periods.
8. For eligibility rules that are not indefinite, select a start and end date in the Effective From and Effective To fields.
9. Leave the Other Options field blank.
10. If you configure the rule to determine eligibility based on the purchase of combo items:
    1. Click the Combos tab.
    2. If the combo items are eligible for discount, select Combo is Discountable.
    3. Enter the name for each item group included in the combo items.
11. If you want to use Sales Itemizers to calculate points from a transaction, click the Sales Itemizers tab, and then select the itemizers that you want to enable. Itemizers do not affect the calculation of awards, and can be configured in the Gift and Loyalty organization configurations.
12. Click Save to finalize the eligibility rule.

Configuring Menu Item and Item Groups to an Eligibility Rule

Add menu items, family groups, and major groups to an eligibility rule.

1. In Reporting and Analytics, click the link to go to the Eligibility Rules page in the iCare Gift, Payment, and Loyalty Configuration portlet. If you cannot find the link, contact your system administrator.
2. Select the eligibility rule, click Edit Item Rules, and then click Add.
3. Select the eligible matching method:

   • Menu Item POS Ref (Object Number): Qualify items based on the POS object number.

   • Menu Item Master: Qualify items aligned to a specific master item.

   • Major Group POS Ref (Object Number): Qualify items associated with a major group based on the POS object number.

   • Major Group Master: Qualify items associated or aligned with a master major group.

   • Family Group POS Ref (Object Number)Qualify items associated with a family group based on the POS object number.

   • Family Group Master: Qualify items associated or aligned with a master family group.

4. If you selected a matching method that uses a POS object number, enter the POS Ref/Item Number.
5. If you selected a matching method that uses a master item or group, use the search and select the master item or group to set the Master field.

   For family groups, select the master family group from the Master drop-down list.

6. If menu items must be purchased together to be eligible for a discount, select the Combo Group Number.
7. Select whether the item is a Discountable Itemwith regards to discounts or coupons, and whether the item is a Qualified Item that can qualify a transaction. Use the following table to determine whether one or both of these options is applicable:

   • For point-based loyalty rules:

     Table 8-1 Discount and Qualified Applicability of Loyalty Point Calculation Methods

     Point calculation methods			Discountable	Qualified
     Per visit			Not applicable	Optional
     Per check value			Not applicable	Optional
     Number of selected items			Not applicable	Required
     Value of selected items			Not applicable	Required
     Number of unique selected items			Not applicable	Required
     If any selected item on check			Not applicable	Required
     New items this period			Not applicable	Required
     Additional points if selected			Not applicable	Required
     Use multiplier if selected			Not applicable	Optional
     Time rule only			Not applicable	Optional
     Additional points by visit			Not applicable	Optional
     Use multiplier threshold exceeded			Not applicable	Optional
     Per check value if any selected			Not applicable	Required
     Per defined check value			Not applicable	Required

   • For coupon and award loyalty rules:

     Table 8-2 Discount and Qualified Applicability of Coupon and Award Value Calculation Methods

     Value calculation methods			Discountable	Qualified
     Use POS Preset Discount (subtotal calc)			Not applicable	Not applicable
     Use Fixed Value Amount (subtotal calc)			Not applicable	Not applicable
     Use Percentage of Check Subtotal (subtotal calc)			Not applicable	Not applicable
     Use Percentage Up to Limit (subtotal calc)			Not applicable	Not applicable
     Use Price of Cheapest Item			Required	Not needed
     Use Price of Cheapest Item Not to Exceed			Required	Not needed
     Use Percentage of Cheapest Item Not to Exceed			Required	Not needed
     Use Price of Most Expensive Item			Required	Not needed
     Use Percentage of Most Expensive Item			Required	Not needed
     Use Price of Most Expensive Item Not to Exceed			Required	Not needed
     Use Percentage of Most Expensive Item Not to Exceed			Required	Not needed
     Use Percentage of Selected Items Not to Exceed			Required	Not needed
     Use Price of Equal or Lesser than			Required	Required
     Use Price of Equal or Lesser than Not to Exceed			Required	Required
     Use Percentage of Equal or Lesser than			Required	Required
     Use Percentage of Equal or Lesser than Not to Exceed			Required	Required
     Use Price of All Eligible Items (Not Available for Coupon Type)			Required	Required

8. Click Save.

Adding Time Restrictions to an Eligibility Rule

Add day or time period restrictions to an eligibility rule.

1. In Reporting and Analytics, click the link to go to the Eligibility Rules page in the iCare Gift, Payment, and Loyalty Configuration portlet. If you cannot find the link, contact your system administrator.
2. Select the eligibility rule, click Edit Item Rules, and then click Add.
3. Define the type of time rule from the Type drop-down list. The following table shows what transactions are affected by which time rule:

   Table 8-3 Transactions Affected by Time Restriction Types

   Time Rule Type	Stored Value Redemption	Loyalty Point Eligibility	Coupon Redemption
   Bonus Period		Affected
   Blackout Period	Affected	Affected	Affected
   Activate Blackout Period	Affected
   Birthday Anniversary		Affected
   Signup Anniversary		Affected
   Consecutive Period		Affected
   Active Period		Affected	Affected

4. To restrict the rule by the day of the week, select the Days of Week checkboxes.
5. To restrict the rule by time of day, select the times in Start Fixed Period and End Fixed Period.
6. To restrict the rule by a period of days, select the days using Effective From and Effective To.
7. For Birthday Anniversary or Signup Anniversary types, you can configure a period before and after the anniversary date during which the time restriction is in effect:
   1. Select whether to set the range in days, weeks, or months from Period Range Type.
   2. Enter the range in Periods Before or After.
8. Click Save.