Setting up Validation Rules

Validation rules allow you to set parameters for voucher redemptions. This is useful if you want the voucher to ONLY be validated on orders above $50, or on specific items.

So, you're ready to learn more about Validation Rules...

You can set up validation rules on the Discount Value step during the creation of a voucher, or you can set them up before hand.  These instructions will guide you through the process of creating validation rules before creating a voucher.

Before you dive in with Validation Rules, there are a few things you need to know first. 

There are 2 modes:

• Basic Builder - You are likely to use the basic builder for most operations. Filtering orders, minimum order rules, applying a discount to a specific item or allowing orders that are under a certain ordering type. It's more for determining which conditions allow the voucher. This DOES NOT include altering any cart items.
• Advance Builder - This type will be used when you want to alter the cart items such as discounting only a set of products be it under a section, category, menu category, or very specific products. It can also be used to exclude a certain range of products. If you are discounting a product, you should select the ITEMS first under the Apply discount to section (see below) then tick the Discount applicable to related product when filtering out a product by metadata.

Setting up a validation rule prior to creating a voucher

These instructions show you how to setup a validation rule separate from creating a voucher.

1. Select Validation Rules in the left-hand menu
2. Select the + icon in the top left-hand corner
3. Give the validation rule a name
4. Choose between Basic or Advanced.
5. Add your validation rules.

1. Press Next Step which will take you to the Summary page and then select Save.

Validation Rules

Valid only if the customer has a minimum cart value.

Use this if you want the voucher to only be valid if the customer spends a minimum amount.

Advanced

1. Select Order Volume
2. Tick Total Amount
3. Set the condition as is more than, enter the minimum amount the customer needs to have in their cart for the voucher to be valid.

Basic

1. Select Order
2. Next to Total amount, set the condition as is more than, enter the minimum amount the customer needs to have in their cart for the voucher to be valid.

Valid only at a specific venue or venues

Advanced

1. Select Order Structure
2. Tick Order Metadata
3. Enter venueSlug in Select property and enter the venues slug in Value
   1. To set up a validation rules for multiple venues, choose in as the condition and then in Value enter each venue slug and then hit enter.
4. Select Add

Basic

1. Select Attributes Match
2. Under Order Metadata enter venueSlug in Select property and enter the venue slug in Value
   1. To set up a validation rule for multiple venues, choose in as the condition and then in Value enter the venue slug and then hit enter and repeat as many times as needed.
3. Select Add

Discount items only in a specific category, menu category or section.

1. Select Basic type
2. Select the Next step button
3. Select Attributes Match icon
4. Select Product Metadata
5. Under ANY item in cart has custom attributes (metadata) enter for the following information
   For condition, use is for single values and in for multiple values
   1. For a menu category enter the following
      1. Select Property - menuCategorySlug
      2. Value - the slug of the menu category
   2. For a menu section enter the following
      1. Select Property - section
      2. Value - section name
      3. For an item category enter the following
         1. Select property - category
         2. Value - item category type (main, dessert, kid, etc)
6. Press Next Step and then Save

Discount specific menu items

Example

1. Select Basic type
2. Select the Next step button
3. Click Discounted products
4. Under Find product, select the item you want the discount to apply to and press Add. Add as many items as you would like.
5. Press Next Step and then Save

Example using POS ID

1. Select Advanced type
2. Select Add Items and then + Select
3. Select Find and Apply Filters
4. Select Custom Attributes (metadata)
5. Select Filter by New metadata attribute
6. Set property to 'pos_id', condition as what is needed
7. Add the POS ID to the value field.

Don't discount special and items with price override

1. Select Advanced type
2. Select the Next step button
3. Click Order Structure
4. Tick Any order item's product metadata satisfy, Product metadata satisfy and Discount applicable to related products
5. Under Product metadata satisfy enter hasPriceOverride in Select property and false in Value
6. Press Next Step and then Save

Valid only for a specific ordering type

1. Select Basic type
2. Select the Next step button
3. Attributes Match, then select order metadata
4. Add property orderingType. Ordering types are: dine-in, pick-up & delivery. Note these are case sensitive.
   1. For single values use IS and enter the ordering type in Value
   2. For multiple values use IN and enter the ordering types in Value
5. Click Add button
6. Save and done

Limit to ordering type

1. Select create Validation rule
2. Select Attributes Match, then select order metadata
3. Add property orderingType and select IS for single or IN for multiple values
   Ordering types are: dine-in, pick-up & delivery. Note these are case sensitive.
4. Select Add button

Limit a voucher to one use per customer

1. Select create Validation rule
2. Select Basic type
3. Select Budget
4. Scroll down to Redemptions per customer and enter 1 after Per Code is less than or equal