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Points Expiry Rules

This function is used to record the rules which will determine when points will expire. You can enter as many rules as required and the system will select the most appropriate one.

Figure: Example Points Expiry Rules Screen

The details required for each rule are:

Location

The location which will use this rule. This can be a store of a group.

Customer Type

The customer category to which this rule will apply. If this is not entered, the rule will apply to any customer.

Department

The department to which this rule applies. If left empty, the rule applies to all departments.

Category

The category to which this rule applies. If left empty, the rule applies to all categories.

Group

The group to which this rule applies. If left empty, the rule applies to all groups.

Subgroup

The subgroup to which this rule applies. If left empty, the rule applies to all subgroups.

Item Number

The item to which this rule applies. If left empty, the rule applies to all items.

Expiry Type

This will always be Expire In x Days. This indicates the points will expire in a certain number of days.

Days Before Points Will Expire

The number of days the points will last. The system will calculate the expiry date as the current date plus this number of days.

Expire End Of Month

If this is checked on the expiry date will be calculated and then moved to the end of the month.

Time Of Day Points Will Expire

The time of day the points will expire. This is usually midnight. However, you can set the rule up so points will expire at a certain time of day. In this case the system will look at the current date/time. It will add the number of days to get the expiry date. The time of the expiry date will be set to this time. If the current time is greater than this specified expiry time, the expiry date will be set to the following day.

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