Updated: November 15, 2021 12:23pm

Promotions - Validation Rules

Validation Rules determine whether or not an active promotion will be applied. Multiple rules can be applied for a single promotion. If all the Validation Rules are met, the Reward Rules for the promotion will be applied. The available validation rule types will vary depending on the type of promotion. For example, for a Quantity promotion, the validation details must include the required item quantity to validate the promotion.

Validation Rule Type Description
Sale Item If selected, to validate the promo, a sale item must match the sale item criteria you define. Use a Sale Item filter when you want the promotion to only be applied when items matching the entered criteria are purchased. (If the Promotion Type is "Item", you MUST define a Sale Item Filter.)
Item Filter

You can define a filter. If the item(s) on the transaction match the entered criteria, the rule is validated. When using the DCS Code field in a filter, please be aware that you must enter the full 9-character value, including any blank spaces.

You can select define multiple filter criteria and specify the conditions under which a match is made: "Contains", "Does not Contain", "Equals", or "Does not Equal".
AND/OR Operators
By default, multiple filter elements will use the AND operator, meaning that only items that match all entered criteria will be included in the promotion. If necessary, you can select the OR check box for a filter element. This means that items that meet any of the criteria will be included in the promotion.

Item Qty You can enter a specific item quantity. If the combined quantity of the sale items on the transaction meets or exceeds the Item Qty you enter, the rule is validated.
Item Subtotal You can enter a specific item subtotal. If the subtotal of the promo items meets or exceeds the entered Item Subtotal, the rule is validated.
Sale Subtotal To validate the promo, the sales subtotal must meet or exceed entered value.
Coupon Validates promo when the assigned coupon code(s) are entered on the transaction.
Customer Validates promo when a customer matching the entered criteria is entered on the transaction. When using a Customer filter, a Bill To customer that matches the specified criteria must be entered on the transaction for the promotion to be validated.

Allowed Use setting for Coupons
The Allowed Use setting on the Validation Rules screen determines how often a coupon can be validated on a single transaction.

Allowed Use Notes
Once Each coupon code entry at POS can validate the promotion once. Further applications of the promotion require more code entries
Unlimited Each coupon code entry at POS can validate the promotion unlimited times. Further applications of the promotion do not require more code entries
Count Each coupon code entry at POS can validate the promotion (up to) a specific number of times. Further application (past limit) of the promotion require more code entries.

Validation Rules Sort Order
On the Validation Rules screen, the Sort Order drop-down has two available settings: Highest and Lowest:

Validation Rules Sort Order Notes
Highest Items with higher prices are prioritized for contribution to the promotion validation. The result could be that fewer items would need to be purchased to meet a subtotal threshold, or that a transaction total is minimized.
Lowest Items with lower prices are prioritized for contribution to the promotion validation. The result could be that more items would need to be purchased to meet a subtotal threshold, or that a transaction total is maximized.

The setting for the Validation Rules Sort Order drop-down comes into play only when both these conditions are true:

  • The eligible items have different prices, or the price of any of the eligible items is changed in a transaction
  • Item prices contribute to the promotion validation OR some eligible items may not receive the promotion discount

The following tables show how the Validation Rules Sort Order affects the total discount on a sample Pack Price promotion:

Example 1
Validation Rules Sort Order = Highest
Validation Quantity = 3
Reward = Pack Price 25.00

Eligible Items Scan Order Validation Order Promo Price Total
Item A ($10) Item C ($11) 25.00 33.00
Item B ($9) Item A ($10)    
Item C ($11) Item B ($9)    
Item D ($8) Item D ($8) 8.00  

Example 2
Validation Rules Sort Order = Lowest
Validation Quantity = 3
Reward = Pack Price 25.00

Eligible Items Scan Order Validation Order Promo Price Total
Item A ($10) Item D ($8) 25.00 36.00
Item B ($9) Item B ($9)    
Item C ($11) Item A ($10)    
Item D ($8) Item C ($11) 11.00