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 Back to Rewards Main Page

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Learn how you can to configure Rewards Reward Offer Categories Categories

What does this section cover?

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Table of Contents

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Navigating to Reward Offer Categories

Info

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

What

are Rewards

are Reward Offer

Categories Categories

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

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

 

Include PageConfiguring Categories - GlobalConfiguring Categories - Global 

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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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