Inclusion/Exclusion

Inclusion/Exclusion rules are a key component of the discount-related functions. These options allow you to define inclusion/exclusion rules.

You can set rules from any level of the product hierarchy to define whether or not a particular product is eligible for discounting. An example of an exclusion rule is a discount that applies to the entire transaction but excludes tobacco products.

Inclusion/Exclusion rules can also include non-merchandise items, and you can define the rules that apply to specific non-merchandise products. Typically, the non-merchandise category is used for products or services that are not part of the general merchandising system. Examples of non-merchandise items include alterations, postage stamps, or gift cards.

Structure

Inclusion/Exclusion Options
Screen Element	Description
Update Type	Display only field showing the action you are performing on the inclusion/exclusion rule.
Rule Number	Identifies this specific rule. The number can be up to 4 digits long.
Description	Describes this specific inclusion/exclusion rule. The description can be up to 20 characters long.
Apply Type	Allows you to define the type of rule. You define the type of rule by selecting one of the following options: Inclusion Exclusion
All Flag	Indicates that all items not explicitly identified during processing of inclusion/exclusion rules are to take the specified action, for example, 'All remaining items are to be excluded' or 'All remaining items are to be included.'
PLU	Allows you to choose the PLU to which this rule applies.
Department	Allows you to choose the Department to which this rule applies.
Group	Allows you to choose the Group to which this rule applies.
Category	Allows you to choose the Category to which this rule applies.
Vendor	Allows you to choose the Vendor to which this rule applies.
User Flags 1–6	Allows you to choose up to 6 user flag options for this rule; user flags to distinguish items based on a similar feature.
Itemizer 1–4	Allows you to choose the itemizers to which this rule applies; itemizers to restrict particular items from being used with specific tenders.
Non Merchandise ID	Allows you to choose the non-merchandise ID to which this rule applies.