Edit Frequent Buyer Program

General

Field	Description
Description:	Description of the program.
Price Group:	Defines in which stores the program is valid.
Status:	Enabled or Disabled. An enabled program cannot be edited and is active on sales devices. A disabled program can be edited but sales will not count for members and coupons will not be issued.
Validation Period ID:	Here a predefined validation period can be selected for the program. Details can be viewed in the Validation Period FactBox.

Lines

Each program can have multiple program lines. At least one line is required before the program is Enabled. The lines can contain a single Item, All items, Item Category, Retail Product Group, or a Special Group. When a coupon is created automatically, all the program lines are copied to the coupon lines and the customer can use the coupon for any item listed in the lines.

Field	Description
Type:	Item, Item Category, Program Group, Special Group, All (items).
No.:	The corresponding Type value.
Description:	The corresponding No. description.
Variant Type:	Variant or Dimension 1. Only selectable for Type = Item and Item with a Variant Framework Code assigned. Here it is possible to have a program valid for single variant or single variant dimension one value.
Variant or Dim 1 Code:	The corresponding Variant Type value.
Unit of Measure:
Exclude:	Items can be excluded from other program lines like Program Group or Special Group. Program Group can also be exclude from an Item Category line.

Triggers

Field	Description
Member Type:	Member type must be selected before the program is enabled. The program is only valid for a Club (including all schemes) or a single Scheme.
Member Value:	Linked to Member Type. Club or Scheme must be selected before the program is enabled.
Member Attribute:	Optionally an attribute and attribute value can be assigned to programs.
Member Attribute Value:	If Member Attribute is set this value must be selected for the attribute before the program is enabled.

Settings

Field	Description
Buyer ID:	The user ID of a buyer that manages the program can be selected from a drop down list.
Buyer Group Code:	A buyer group code can be selected for the buyer group managing the program from a drop down list.

Benefits

Field	Description
Coupon Creation Type:	Automatic (default) or Manual. If a program is enabled with Coupon Creation Type = Automatic then a Coupon Header is created automatically for the program. If Manual is selected then the Coupon Header must be created and linked to the program header by entering the Coupon ID to the Coupon field.
Quantity to Trigger:	A positive number of units to buy (Quantity) in order to get benefits from the program.
Number of Benefit Coupons:	A positive number of coupons issued when the benefit restrictions are met.
Coupon Issuer:	Default Coupon issuer to use when Automatic Coupon Creation Type is Automatic.
Store Coupon:	The Coupon Header ID giving the benefit of the program. Coupon can be created manually and linked to the Program. If Automatic Coupon Creation is selected the a new Coupon is created based on information entered to the program and default information read from the Member Management Setup card.

Store Groups

The Store Groups FastTab defines to which stores to distribute the program data. If data is not distributed to a store then the offer does not exist in that store (even though the Price Group on the General FastTab is set to ALL).

Store Group: Enter the name of the Store Group to which you wish to distribute the program data.

FactBoxes

Validation Period

Information about when the program is valid. If a program is Enabled but the end date has been reached, the program is not valid and members will not gain from it.
Frequent Buyer Ledger Entries

In this FactBox you can see how many Frequent Buyer Ledger Entries are linked to the program. Click the number to view the entries.

Note: You can access this window from the Member Club Card, Member Scheme Card, and the Member Account Card then showing relevant entries.

Actions

Enable: Enables the offer. Multiple data validation checks are performed. If the Coupon Creation Type is Automatic, a coupon is created and the ID is stored in the Store Coupon field. The coupon is created using the data entered in the Program and default data read from the Member Management Setup card.

If a coupon has been selected for a program manually and the Program is then changed back to Automatic , thenoriginal coupon ID is stored in the Store Coupon field and all data in the coupon is restored according to program values and defaults in the Member Management Setup card. The coupon is also always updated when a Program is Enabled. When the program is Enabled , benefits start to count for Member Accounts.

Disable: When a program is disabled no benefit records (FBP Ledger Entries) are recorded and the program can be edited.

Functions: The user can import items to the FBP Lines via the three actions under Functions:

Get Items - imports items from the Item table.
Get Items (Event Links) - imports items behind the events in the table Event/Item Link.
Get Items (Special Groups) - imports items behind the special groups in Item/Special Group Link.

All those reports have the check boxes Explode All Variants and Explode All Variant Dimension 1 as Options. Only one of these check boxes can be true. If check boxes are set to false, then only a item line is imported. If Explode All Variant is set to true, then a line is imported for each variant with Variant Type = Variant. If Explode All Variant Dimension 1 is set to true, then a line is imported for each value in the item's variant dimension 1 with Variant Type = Dimension 1.

If there are some lines for a selected item, the lines will be deleted and a new one created as the reports are processed.