Create a credit allocation rule

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

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

    Vorbereitungen

    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.

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

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

    Nächste Maßnahme

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