Products
The product catalogue tells IncentIA which items earn cashback or points when they appear on a receipt or are scanned. It is not the rewards catalogue: that one is in Rewards catalogue. Menu: Catalogue › Product categories, Product types and Products.
Products, Product categories and Product types permissions · Edition: all (Free, Starter, Pro, Growth, Enterprise)
How the catalogue is used
- Cashback with a receipt: when reading a receipt, IncentIA looks up each line in your products. First by exact Barcode; if that fails, by name (if the line name contains the product name, or vice versa). The lines that match are the ones that earn cashback. See Cashback.
- Member quick scan: the member scans a code or types the product code and a quantity, and receives the product's Points per Unit (1 if you have not set any).
That is why the Name and Barcode should match what appears on receipts.
Products
List
Search box (Search...; searches by name, SKU, barcode and brand), Refresh and Create New.
| Column | What it is | Notes |
|---|---|---|
| Name | Product name | |
| SKU | Internal reference | |
| Brand | Product brand | |
| Category | Category | |
| Cashback | Fixed amount (€) or percentage | Shows the amount if it is greater than 0 and the percentage otherwise |
| Points per Unit | Points per scanned unit | |
| Active | Status |
Actions per row: Edit and Delete.
Create / edit
| Field | What it is | Notes |
|---|---|---|
| Name * | Product name | Used to match receipt lines |
| SKU | Internal reference | |
| Barcode | EAN or other code | Exact match with the receipt |
| Brand | One of your brands | |
| Category | Product category | |
| Product Type | Product type | |
| Cashback amount | Euros per unit | If greater than 0, this is what counts |
| Cashback percentage | % of the line total | Only applied if the cashback amount is 0 |
| Points per Unit | Points for the quick scan | |
| Image | Product image | Uploaded from the field itself |
| Loyalty Programme | Programme it belongs to | |
| Active | Only active products are matched |
Product categories
In Product categories you organise the catalogue as a tree.
| Field | What it is |
|---|---|
| Name * | Category name |
| Description | Free text |
| Parent Category | Parent category (a category cannot be its own parent) |
| Sort Order | Position when displayed |
| Active | Status |
Product types
In Product types you define a simple classification (for example, Food) with Name * and Description. You then choose it in Product Type.
Statuses and limits
- The Product Type and Image labels on the product form appear in English.
- Fixed cashback takes priority over the percentage: if you fill in both, the fixed amount is used.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View products | Products | Pages.Loyalty.Products |
| Create / edit / delete | Creating · Editing · Deleting Product | Pages.Loyalty.Products.Create · .Edit · .Delete |
| View categories | Product categories | Pages.Loyalty.ProductCategories |
| Create / edit / delete categories | Creating · Editing · Deleting Product Category | Pages.Loyalty.ProductCategories.Create · .Edit · .Delete |
| View types | Product types | Pages.Loyalty.ProductTypes |
| Create / edit / delete types | Creating · Editing · Deleting Product Type | Pages.Loyalty.ProductTypes.Create · .Edit · .Delete |