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, then the 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 required 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.