Problems with the loyalty program rules

[monserrat_rugerio]

Dear community

We are currently implementing Customer Checkout with the loyalty program. We have 3 societies and for each society a specific loyalty program and rule was created.

The idea is that if the customer goes to store 1 (POS1) he only gets points according to schedule 1.

If the customer goes to store 2 (POS2) he only gets points according to the rules of program 2.

For this, the loyalty rules that were created in the conditions include differentiators, for example:

Program 1

1. Condition: if the POS belongs to group "1" and the net amount is greater than or equal to 10.

Action: Assign 1 point.

Program 2

1. Condition: if the POS belongs to group "2" and the net amount is greater than or equal to 1.

Action: Assign 1 point.

However, when making a sale at POS1, it does not respect the conditions and instead of adding only 1 point, it adds 2 (Rules 1 and 2 apply). So instead of the customer getting just 1 point, he gets 2.

Rules

Configuration

[anderson_schmitt]

Hello Monserrat,

If you check in the CCO manager > Loyalty Record > Evaluation Steps, you will see the steps executed to add the points.

In your Conditions, you are using the condition "OR", it means that only one of your conditions need to be fulfilled to execute the action to add points.

According to your screenshots, the rule RSG1 has the following conditions:
TotalNetAmount >=10 or PosGroupID = NBZ

The rule RSG2 has the following conditions:
TotalNetAmount >=1 or PosGroupID = BST

So, if you post a receipt with total amount = 20

The system will evaluate the conditions of your Rules to check if the condition is true or false;
As your conditions are using the condition type "OR", only one condition needs to be fulfilled to execute the actions:

Rule RSG1

TotalNetAmount >=10
or PosGroupID = NBZ

The TotalNetAmount condition is true, the amount 20 is greater than 10

And also for the Rule RSG2, TotalNetAmount condition is true, the amount 20 is greater than 1

As result, the system will add 2 points.

To fix it, you need to change the condition type to "AND" then all the conditions need to be true to execute the action. To use the condition type "AND" the conditions need to be within the same group.
See example below:

Hope it helps you.

Regards,
Anderson