Dimension items are assigned within a program line for a trading program, to determine the dimension items which qualify for rebate earnings.
Depending on the mechanism, when configuring a program line you may be required to assign one or more dimension items from a collection for each dimension to the program line.
Dimension items can be assigned by using rules for efficiency, or direct selections for more specific program line requirements.
For the necessary mechanisms (i.e. mechanisms which calculate based on transactions that have dimension items), dimension items must be selected in order for the program line to save.
This article will guide you through:
How to select all items
Selecting all items allows you to include all items currently displayed in the program line for the dimension collection (i.e. dimension items with start and end dates which fall within the program line dates), as well as any applicable future items for the program line based on new items added to your primary data within the same collection.
Step 1: Within the Qualifying transactions section, find the dimension collection required.
Step 2: Click on the Include all button if you want to include all items within the dimension.
Step 3: The applicable column for the collection will display a count of the total number of items included.
How to manually select items
Manually selecting items allows you to select specific items to include, e.g. a group of products using an inclusion rule, or individual products using direct inclusions.
Step 1: Within Qualifying transactions, click on the Select link in of the desired dimension collection.
Step 2: A list of your dimension items for the selected collection will automatically be displayed. Within the Included tab at the top, follow the guidance below to create an inclusion rule or directly select items.
Creating an inclusion rule
Inclusion rules allow you to select attributes for all items with this attribute to automatically be included, e.g. all products within a product group. If new items with this assigned attribute are added to your primary data in future, the new items will also be automatically included if they meet the qualifying transactions for the program line.
Step 1: Click on Create selection rules button, and click on +Add inclusion rule.
Step 2: In the Selection mode, select the applicable mode:
All: Include all dimension items belonging to the dimension.
And: Include dimension items that contain all of the selected attribute values, e.g. products which are assigned a specified group and category.
Or: Include dimension items that contain any of a selected set of attribute values, e.g. products which are assigned a specified group or category.
Step 3: Select which attribute type you want to include (Product Category or Product Group), and the value using the inclusion rule builder.
Step 4: Click Confirm.
Step 5: The selections will appear in the Included and Not included tab, where applicable.
Creating direct inclusions
Direct inclusions allow you to select specific items to include, e.g. individual products.
Step 1: In the configuration page, find the applicable products via the search or filtering capabilities.
Step 2: Click on the ellipsis (…) at the end of the product, and select Include Item. To directly select multiple items, select items with the same status, then select Include.
Creating an exclusion rule
Exclusion rules allow you to select attributes for all items with this attribute to automatically be excluded, e.g. all products within a product group. If new items with this assigned attribute are added to your primary data in future, the new items will also be automatically excluded if they meet the qualifying transactions for the program line.
Exclusion rules will always override the inclusion rule if there is overlap between the items in both rules. For example, if an inclusion rule is added for a product group and an exclusion rule is added for a product category, the included products would be those within the product group excluding the product category.
Step 1: Click on Create selection rules button, and click on +Add exclusion rule.
Step 2: In the Selection mode, select the applicable mode:
- And: Exclude dimension items that contain all of the selected attribute values, e.g. products which are assigned a specified group and category.
- Or: Exclude dimension items that contain any of a selected set of attribute values, e.g. products which are assigned a specified group or category.
Step 3: Select which attribute type you want to exclude (Product Category or Product Group), and the value using the exclusion rule builder.
Step 4: Click Confirm.
Step 5: The selections will appear in the Included and Not included tabs, where applicable.
Creating direct exclusions
Direct exclusions allow you to select specific items to exclude, e.g. individual products.
Step 1: In the configuration page, find the applicable products via the search of filtering capabilities.
Step 2: Click on the ellipsis at the end of the product, and select Exclude Item. To directly select multiple items, select items with the same status, then select Exclude.
Deleting inclusion and exclusion rules
To delete an inclusion or exclusion rule, navigate to the Edit selection rules button, then click on the X of the applicable rule and click Confirm.