Events

Manage Rules

This outlines how to manage Rules in Events in Back Office, tailored for the Events Portal.


Subjects      


How To Add A Rule      

This can refer to either one of the following:


Add A Rule To A Catalogue      

To add a Rule to a Catalogue, do this:


Add A Rule To A Menu      

To add a Rule to a Menu, do this:


Add A Rule Using The Rule Builder Wizard      

To illustrate this, the Rule of a minimum spend of $25 per person will be created as an example.

  • In the Rule Builder Wizard screen:
    • Give the new Rule an appropriate name. In the example, Minimum $25 spend per person was entered.
    • Select from the Status drop down list the appropriate option. This will by default be set to Active. In the example, the Active option was selected.
    • Select from the Type drop down list the appropriate option. This will by default be set to None. In the example, the Spend option was selected.
    • If the Subtype drop down list is enabled as a result of the Type option selected above, select the appropriate option. This will by default be set to Minimum. In the example, the Minimum option was selected.
    • If the Amount Type drop down list is enabled (on the right hand side) as a result of the Subtype option selected above, select the appropriate option. This will by default be set to Fixed Amount. In the example, the Per Guest option was selected.
    • If the Amount (Qty/$) setting is enabled (on the right hand side) as a result of the Subtype option selected above, enter the appropriate amount. This will by default be set to $0.00. In the example, the value of $25.00 was entered.
    • Select from the Add drop down list the appropriate option. For example:
      • Catalogue - To add a Rule to a Catalogue.
      • Menu - To add a Rule to a Menu.
      • In the example, the selected Catalogue Family Show will be added to the grid.
    • Select from the Match drop down list the appropriate option. This will by default be set to Any Combination. In the example, the Any Combination option was selected.
    • Select the Accept button to save the new Rule and close the wizard.



Example of a Rule being added to a Catalogue


How To Edit A Rule      

  • In the Event Catalogues screen:
    • In the Catalogue section:
      • Select the Catalogue in the grid for which the Rule is to be edited.
      • Select the Rules tab. Once selected a list of existing rules (if any) will be displayed in the grid.
      • Double click the Rule to be edited to open the Rule Builder Wizard screen.
      • Make the changes that are required and then select the Accept button to accept the changes and close the wizard.
      • Select Save to save the changes.


How To Delete A Rule      

  • In the Event Catalogues screen:
    • In the Catalogue section:
      • Select the Catalogue in the grid for which the Rule is to be delected.
      • Select the Rules tab. Once selected a list of existing rules (if any) will be displayed in the grid.
      • Select the Rule to be deleted and then select the Remove button in the footer of the Rules tab.
      • The Rule will be removed from the grid.
      • Select Save to save the changes.

End of article.