How do I use the Net Amount Excluding Function Strategy field when building a Qualification Criteria (QC)?

This article explains how the Net Amount Excluding Function Strategy field works when building a Qualification Criteria (QC) in the Punchh Platform.

Overview

The Net Amount Excluding Function Strategy field appears in the Item Qualifiers section of a Qualification Criteria (QC) when you select one of the following qualifier types:

• Net Amount Excluding Min-Priced Item Equal To or More Than
• Net Amount Excluding Max-Priced Item Equal To or More Than

Use this field to control how selected menu items are excluded from the qualifying purchase amount when the system evaluates whether a guest's receipt meets a minimum spend threshold. This is useful for offers where the discounted item itself — or other specific items — should not count toward the required minimum purchase.

For example, for an offer like "Free any size fry with a $5 purchase," you can configure the system to exclude the discounted fry from the $5 minimum, so the guest must spend $5 on other items to qualify.

Available Strategies

Strategy	Behavior
AGGREGATED	All selected menu items are combined and excluded together as a single group before the minimum purchase requirement is evaluated. An Exclusion Amount field is displayed for you to set the minimum remaining receipt amount required to qualify.
INDIVIDUAL	Each selected menu item is evaluated independently against its own configured minimum remaining amount. When this strategy is selected, the Exclusion Amount field is hidden, and a per-item Minimum Amount field appears instead.

Use Cases

Use Case 1: AGGREGATED Strategy with Defined Quantities

Configuration

• Net Amount Excluding Function Strategy: AGGREGATED
• Exclusion Amount: $20
• Selected menu items:
  • Pizza — Quantity: 1
  • Sandwich — Quantity: 2
  • Coke — Quantity: 3

Behavior

The configured quantities of all selected menu items are excluded from the receipt total as a single combined group. The remaining receipt amount must meet or exceed the configured Exclusion Amount ($20) to qualify.

Example receipt:

Item	Qty	Amount
Pizza	1	$5
Sandwich	2	$10
Coke	3	$15
DrinkFiller	1	$20
Total		$50

Calculation:

Item	Qty Excluded	Amount Excluded
Pizza	1	$5
Sandwich	2	$10
Coke	3	$15
Total Excluded		$30

Remaining receipt amount: $50 − $30 = $20

Result: The remaining amount of $20 meets the minimum qualifying requirement of $20. The transaction qualifies.

Use Case 2: AGGREGATED Strategy with Blank Quantities

Configuration

• Net Amount Excluding Function Strategy: AGGREGATED
• Exclusion Amount: $20
• Selected menu items:
  • Pizza — Quantity: (blank)
  • Sandwich — Quantity: (blank)
  • Coke — Quantity: (blank)

Behavior

When quantity is left blank, the system excludes all quantities of the selected menu items present on the receipt.

Example receipt:

Item	Qty	Amount
Pizza	2	$10
Sandwich	3	$15
Coke	4	$20
DrinkFiller	1	$25
Total		$70

Calculation:

Item	Qty Excluded	Amount Excluded
Pizza	2	$10
Sandwich	3	$15
Coke	4	$20
Total Excluded		$45

Remaining receipt amount: $70 − $45 = $25

Result: The remaining amount of $25 exceeds the minimum qualifying requirement of $20. The transaction qualifies.

Use Case 3: INDIVIDUAL Strategy with Blank Quantities

Configuration

• Net Amount Excluding Function Strategy: INDIVIDUAL
• (Exclusion Amount field is hidden when INDIVIDUAL is selected)
• Selected menu items:
  • Pizza — Minimum Amount: $10, Quantity: (blank)
  • Sandwich — Minimum Amount: $20, Quantity: (blank)
  • Coke — Minimum Amount: $30, Quantity: (blank)

Behavior

Each menu item rule is evaluated independently. When quantities are left blank, all matching quantities of each item are excluded. The remaining receipt amount is compared against that item's configured Minimum Amount.

Example receipt:

Item	Qty	Amount
Pizza	2	$10
Sandwich	2	$20
Coke	2	$30
DrinkFiller	1	$40
Total		$100

Results:

Rule	Excluded Amount	Remaining Amount	Minimum Required	Result
Exclude all Pizza	$10	$90	$10	Qualifies
Exclude all Sandwich	$20	$80	$20	Qualifies
Exclude all Coke	$30	$70	$30	Qualifies

Result: All three rules qualify independently. The transaction qualifies.

Use Case 4: INDIVIDUAL Strategy with Defined Quantities

Configuration

• Net Amount Excluding Function Strategy: INDIVIDUAL
• (Exclusion Amount field is hidden when INDIVIDUAL is selected)
• Selected menu items:
  • Pizza — Quantity: 1, Minimum Amount: $10
  • Sandwich — Quantity: 2, Minimum Amount: $20
  • Coke — Quantity: 3, Minimum Amount: $30

Behavior

Each menu item rule is evaluated independently using the configured quantities. Only the configured quantity of that item is excluded, and the remaining receipt amount is compared against that item's configured Minimum Amount. Qualification is determined separately for each rule.

Example receipt:

Item	Qty	Amount
Pizza	2	$10
Sandwich	3	$15
Coke	4	$20
DrinkFiller	1	$25
Total		$70

Calculation:

Rule	Unit Price	Qty Excluded	Excluded Amount	Remaining Amount	Minimum Required	Result
Exclude 1 Pizza	$5	1	$5	$65	$10	Qualifies
Exclude 2 Sandwiches	$5	2	$10	$60	$20	Qualifies
Exclude 3 Cokes	$5	3	$15	$55	$30	Qualifies

Exception: Overlapping Modifier IDs

If the same modifier ID is referenced in multiple exclusion configurations, the system processes each configuration independently and does not deduplicate the overlapping entries. This means the modifier's amount may be excluded more than once.

Example:

• Q1 excludes 1 Sandwich and its configured modifiers (including SandwichMod1 at $3) → Total excluded from Q1: $13
• Q2 excludes all SandwichMod1 items (quantity blank) → Total excluded from Q2: $6
• Because SandwichMod1 appears in both Q1 and Q2, its amount is counted in both exclusions.
• Total aggregated exclusion: $19 (not $16)

Related Documentation

• Qualification Criteria
• Processing Functions