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
Navigate to All > ShoppingHub > Manage Employee Credits > Credit Allocation Rules.
Select New.
On the form, fill in the fields.
Image omitted: spo-create-credit-allocation-rule.png
Creating a credit allocation rule for an employee
Creating a credit allocation rule for an employee
|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.|
- 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.
Parent Topic:Using Shopping Hub