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Learn how you can to configure Rewards Reward Offer Categories Categories

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What are Rewards Offer Categories Categories

Navigating to Reward Offer Categories

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CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER CATEGORIES

What are Reward Offer Categories?

Reward offer categories Offer Categories are used to classify reward offers Reward Offers into generic groups based on specific similar common attributes that they share. Reward offer categories are Offer Categories following a hierarchical tree structure. Each reward offer Reward Offer can be classified in only in one category. 

Creating, Editing & Deleting
  • Navigate to Reward Offer Categories and explore existing entries via the Summary page. Reward Offer Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
  • Click on the link (name or number) of the record of your interest to open a modal with the related details. Select an existing Category for the parent to make the specific Category a 'child' or erase the parent name to make the specific Category a 'parent' itself.
  • Either SAVE the changes or cancel (X) and go back to the Summary page. 
  • Create a new  (ADD) or delete an existing one (REMOVE)
  • Use EXPAND ALL  to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents' 

Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Offer Categories including each Action's related validations and restrictions.  View the Attributes Table for a comprehensive description of Reward Offer Categories fields.

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Validations & Restrictions

All mandatory fields Deleted Rewards Offer Categories categories
ActionValidationsRestrictionsAdditional Information
GeneralCreate
  • Mandatory Fields must be provideddefined
  • Multiple rewards offer categories Rewards Offer Categories can exist in the system but each one should have a unique name Name and alternative Alternative code.
Edit
  • Mandatory Fields must be defined
  • Not Applicable
Delete
  • Reward offer categories cannot be deleted if they are already used reward offers which are still effective.
  • Cannot delete a Category if it is the parent node
  • Deleted Reward Offer Categories are still visible on Rewards Offer Categories which were the entries created using those categories.

 

Include PageConfiguring Categories - GlobalConfiguring Categories - Global
  • these categories

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Attributes

An * indicates a field is mandatory

Name

Description

Name*The name of the Category
Code*A code for the Category
DescriptionA description of the Category

Parent

The parent of the Category , unless if the category is a root

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