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 rules must include the required item quantity to validate the promotion. For an Item promotion, users can choose whether the promotion will affect a single item or all items included in the item filter.
Sample Validation Rules for item promotion:
Refer to the following table for information about the settings on the Validation Rules screen:
| 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". |
| Item Qty |
(Item promotions) 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 | (Item promotions) 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. |
About the "Allowed Use" setting for Coupons
When you select the Coupon checkbox (or select a Serialized Coupon Set) on the Validation Rules screen, you will see an "Allowed Use [Once/Unlimited/Count]" dropdown. The "Allowed Use" setting for coupons on the Validation screen determines how many times an entered coupon code will validate the promotion.
| 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
The Sort Order setting on the Validation Rules screen becomes meaningful 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
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 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 |
OH Qty
You can add an on-hand quantity filter to Promotion validation rules. This change enables retailers to set a promotion to trigger when a low qty threshold is reached to clear out the remaining inventory.
If the qty on hand in the store where the transaction is created falls below the threshold value, the promotion will be validated.
If the quantity on-hand is above the threshold value, the promotion will not be validated.
For example, if the on-hand quantity falls to 5 or less, offer a 10% discount. As the inventory changes, products with only the last units remaining would automatically fall into this category. If a product is replenished to the store, then the product is automatically removed from the promo and is no longer eligible for the discount.
When a Store On Hand Quantity is defined for a promotion, Prism only checks the OH Qty when the transaction is started. For example, if the Store On Hand Qty threshold is set to 5, the promotion will trigger when the Store OH Qty is 5 or less when the transaction is started; however, if the Store OH Qty is 6 and the customer buys all six units, the promotion will not trigger.
Note: Company OH Qty is a calculated field and cannot be used on promotions.
Price Range
The ability to specify a price range has been added to the price filter in Promotions. This allows the user to set a range, and any item with a price in the specified range will trigger the promotion at POS. For example, a retailer could apply a promotion to all t-shirts between 10.99 - 12.99.
In the Item Filter, add the Price element to the filter and select the Range radio button. Enter the desired range and save.
Sample Promotion Validation Rules Item Filter showing Price Range:
