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Entitlement rule sets define which products each employee category is entitled to, how many, and under what conditions. They are the configuration that drives the entitlement engine.
Navigate to Entitlement Rules from the sidebar under Catalogue.

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What a rule set contains

A rule set links a uniform category to a list of allocation items:
  • A name and uniform category
  • An effective period (from and to dates)
  • An approval requirement (whether orders need manager approval)
  • A replacement cycle (months between replacement allocations)
  • Allocation items: which products, how many, and in which phase
  • Criteria: which employees the rule applies to, by department, store, employment type, or job title

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Viewing rule sets

Filter by uniform category to find relevant rule sets.

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Creating a rule set

1

Open the create dialog

Click Create on the Entitlement Rules page.
2

Set the basic details

  • Name: descriptive (for example “Store Management - 2026”)
  • Uniform Category: the category the rule applies to
  • Effective From / To: active period (to-date optional)
  • Approval Required: toggle on if orders need approval before production
  • Replacement Cycle (Months): months between replacement allocations
3

Add allocation items

For each product the category receives, add a row:
  • Product: select a product, or “Any Product” for flexible allocation
  • Phase: Initial (first allocation only), Replacement (replacement cycles only), or Both
  • Quantity: how many per cycle
  • Payment Eligibility: Company Paid or Employee Paid
4

Add criteria (optional)

Criteria narrow which employees the rule applies to:
  • Department: match by department (IN, NOT_IN, or CONTAINS)
  • Store: match by specific stores
  • Employment Type: Permanent, Casual, or Contract
  • Job Title: match by title
5

Save

Click Save to create the rule set.
When you save allocation items, the whole item list is replaced in one atomic operation.

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Editing a rule set

  1. Find the rule set in the table.
  2. Click Edit.
  3. Update the details, items, or criteria and click Save.
Only active rule sets can be deactivated. Deactivated rule sets no longer apply to new orders.

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Bulk importing rule sets

Rule sets are bulk imported from the Data Import Hub: select Entitlement Rules, upload the CSV, and review the preview before importing.