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Learn how you can to configure Rewards Reward Offer Categories Categories |
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Table of Contents
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Navigating to Reward Offer Categories
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CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER CATEGORIES |
What
are Rewardsare Reward Offer
Categories CategoriesCategories?
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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Action | Validations | Restrictions | Additional Information |
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General | All mandatory fieldsCreate |
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Edit |
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Delete | Reward offer categories cannot be deleted if they are already used reward offers which are still effective
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An * indicates a field is mandatory
Name | Description |
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Name* | The name of the Category. |
Code* | A code for the Category. |
Description | A description of the Category. |
Parent | The parent of the Category, unless if the category is a root. |
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