Defining Eligibility Groups

Eligibility groups are used to group eligibility rules that you create, for your own purposes.

For example, you can create one group for product eligibility rules and one group for promotion eligibility rules. Alternatively, you may decide to create one group for each product line. You can use any logical group that makes sense to your business.

Note: Whatever the grouping, when eligibility is evaluated, all rules of type eligibility will be evaluated against all products, regardless of how the products are logically grouped into Eligibility Groups. The same is true of rules of type compatibility.

Choose how to group eligibility rules based on your business needs.

To define an eligibility group

  1. Navigate to the Administration - Product screen, then the Eligibility and Compatibility Matrices view.

  2. In the Eligibility and Compatibility Matrices list, add a new record and complete the necessary fields, as described in the following table.

Field Comments

Name

Enter a name for a group.

Matrix Type

To make this an eligibility rule group, select Eligibility Rules.