Defining Product Eligibility Rules

You can define eligibility rules for products or product lines.

This procedure describes how to define rules for products. To define rules for product lines, use a similar procedure, but instead of adding a record to the Eligibility Rules list, add a record to the Product Line Eligibility list, which is further down on the screen.

To define product eligibility rules

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, select the product you are defining rules for.

3. Click the Eligibility and Compatibility Rules view tab.

4. In the link bar of the Eligibility and Compatibility Rules view, click Eligibility.

5. In the Eligibility Rules list, add a new record and complete the necessary fields, as described in the following table.

   Field	Comments
   Matrix Name	Select the eligibility group used for grouping this rule. For more information about eligibility groups, see Defining Eligibility Groups.
   Rule Type	Select the type of the rule. Options are: Available. The rule specifies customers who are eligible to buy. For example, if the criteria depends on State, the rule specifies a state where customers are allowed to buy the product. Unavailable. The rule specifies the customers who are not eligible to buy. For example, if the criteria depends on State, the rule specifies a state where customers are not allowed to buy the product.
   Account	If the rule depends on account, select the name of an account that is or is not eligible to buy the product.
   Account Type	If the rule depends on account type, select the name of an account that is or is not eligible to buy the product.
   City	If the rule depends on city, enter the name of a city where customers are or are not eligible to buy the product.
   State	If the rule depends on state, select the name of a state where customers are or are not eligible to buy the product.
   Country	If the rule depends on country, select the name of a country where customers are or are not eligible to buy the product.
   Postal Code	If the rule depends on postal code, enter the name of a postal code where customers are or are not eligible to buy the product.
   Effective Start	Enter the date when this rule goes into effect.
   Effective End	Enter the date when this rule is no longer in effect.

6. Continue to add records until you have specified all eligibility rules that determine whether customers are eligible to buy this product.