Create a credit allocation rule

Assign an amount of credit that an employee shopper can use in Shopping Hub, by creating a condition-based allocation rule.

Before you begin

Role required: sn_shop.shopping_hub_admin

To create a credit allocation rule, you must have already created some credits to be assigned to employee shoppers. For more information, see Create an employee credit.

About this task

You can create a condition-based credit allocation rule for an employee shopper from Shopping Hub.

Procedure

1. Navigate to All > ShoppingHub > Manage Employee Credits > Credit Allocation Rules.
2. Select New.
3. On the form, fill in the fields.

   

   Table 1. Credit Allocation Rules form

   Field	Description
   Credit name	The name you assign to an employee credit. This is visible to the shopper who is assigned the credit.
   Active	Option to decide if employee credits are to be created for this rule.
   Description	Additional information about the credit. This is visible to the shopper who is assigned the credit.
   One time credit	Option to decide if credits are to be assigned just once to employees that meet the conditions of this rule.
   Amount allocated	The amount of credit a shopper is allocated to spend.
   Credit expires after	The amount of time a credit remains active for a shopper to use.
   Allocation based on	Specify the conditions that determine if credits are to be assigned automatically. The options are Inventory Asset and User.
   Specify asset conditions	Specify the conditions that must be met for a credit to be created. This field is visible only if you select Inventory Asset in the Allocation based on field.
   Specify user conditions	Specify the conditions that must be met for a credit to be created. This field is visible only if you select User in the Allocation based on field.
   Payback options	The number of paycheck periods an employee is allowed to pay back costs in excess of the allocated credit amount.
   Restrict use to spend categories	Search for and select the spend categories for which employee credits can be used to purchase products in the category. You must select a value for either the Restrict use to spend categories, Restrict use to product categories, or Restrict use to products fields to create the record.
   Restrict use to product categories	Search for and select the product categories for which employee credits can be used to purchase products in the category. You must select a value for either the Restrict use to spend categories, Restrict use to product categories, or Restrict use to products fields to create the record.
   Restrict use to products	Search for and select the products for which employee credits can be used to purchase products related to the product model. You must select a value for either the Restrict use to spend categories, Restrict use to product categories, or Restrict use to products fields to create the record.

4. Select Submit.

What to do next

Use the related list of the credit allocation rule form to view the employee credits associated with this rule.