Householding Script Rule

Householding Script Rule

Module: Global Script Rules and Maintain Scripts
Path: Company Data > Advertising > Global Script Rules
Company Data > Advertising > Maintain Scripts > Edit Script > Rules tab
Topic: Script Rule for Householding
Version(s):  5.1 & up
Editions: All

What Is Householding?

Householding is when you have a product offer that eligible to be purchased only once by each customer.

Making The Connection

Where Will I See This Within OLX?

The settings provided here will set the limits during order creation. Script Rules can reject a new order or hold the order for review depending on the selections made during setup (see below).


For orders that will be held for review, you will see on the Order Detail page that the item(s) on the order are in an Item Pending Review status.


Navigate to the Customer Detail page and scroll down to the Customer Interactions section to complete the CS Event for Sys:Order Held For Review.


What Reports Can Be Pulled?

  1. Customer Service Activity Report
  2. Item Status Report
  3. Product Offer List Report
  4. Demographics Report
  5. Performance Report
  6. Client Performance Report
  7. Adjusted Performance Report
  8. Data Warehouse Export
  9. Flattened Data Warehouse Export
  10. Data Entry Batch Detail Report
  11. Gross Sales Report
  12. Net Sales Report
  13. Continuity Retention Report
  14. Continuity Status Report

What Imports/Exports Relate to Script Rules

  1. Order Imports will supply a DNIS and tie the order to a script. During the import you may receive exceptions that do not allow the order to import if the settings are not within the parameter set on the script. 

Setup

Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

Client
Date Added
End Date
Script Name
Start Date
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 


Add New

Edit the Script you wish to add a Householding rule to. Navigate to the Rules tab.
  1. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  2. To add a new record, click on the Add New button.

  1. A new window will pop up.

  1. Set the Rule Name
  2. Select type of order to be used on:
    1. Use for order entry
    2. use for imports
  3. Set Action:
    1. Reject Order
    2. Hold Order for Review
      1. Reason
  4. Set Error Memo
  5. If Condition tab
    1. Add
    2. Product Offer Selection
    3. Product Offer - select the product offer you only want to be order once
    4. Selected - check this box
    5. Save

  6. Then Condition tab
    1. Add
    2. Product Ordered Before
    3. Product Offer - same offer that was selected on the If Condition
    4. Selected - do not check this box
    5. Save

  7. Save
You MUST save each condition, the rule, and the script

* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.

Video How To

To watch how to setup a householding script rule please review the following video at time stamp 4:06

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