A coupon is a code that gives a discount on the items you choose. This page shows where to find the Coupon form and what each part of it does.
Where to find it
Open the Retail workspace. In the Items & Pricing card, open Coupon. A coupon is a record named Coupon. There is no separate coupon type.
A System Manager can see which coupons were issued and which were redeemed: search Desk for Coupon Ledger.
What you need first
- The items, item groups or brands the coupon applies to.
- The stores where the coupon can be used.
- A way to give the coupon to customers. You can hand out the code, or you can make a promotion that gives the coupon as its reward (see Buy X | Get a Coupon Promotion).
Creating a coupon
- Open Coupon and press Add Coupon.
- In Name, enter a name that tells your team what the coupon is for.
- In Coupon Code, enter the code the customer gives at the till.
- Set Discount Type to Percent or Amount. Enter the value in Discount.
- Set Trigger Quantity, the number of items the sale needs before the coupon applies. Set Applicable Quantity, the number of items that get the discount.
- To limit the dates, tick Has Effective Date and enter Start Date and End Date. To limit the hours, tick Has Effective Time and enter Start Time and End Time.
- To limit how often each store can use it, enter Maximum Redemption Count Per Store.
- Tick Is Serial Managed if each coupon has its own serial number and works once. A promotion that gives a coupon as its reward lists only coupons with this box ticked.
- In the Coupon Setup section, add a row for each item, item group or brand that gets the discount. Choose the Product Type, then the Value.
- In the Applicability section, add at least one store in Applicable Source. The form refuses to save with "Please setup the stores on which this coupon is applicable." when no store is listed. To allow every store, add every store.
- In Duration, the form shows one row for each day of the week. Untick Enabled on a day to stop the coupon on that day, or set a Start Time and End Time for the day.
- In the Exclusion List section, add a Customer Group the coupon must not apply to.
- Make sure Active is ticked, then press Save.
What each setting does
Dates and hours
Has Effective Date and Has Effective Time limit the coupon to a range. If you tick one, fill in both of its fields, or the form refuses to save. The Duration table limits the coupon by day of the week.
Stores
The coupon works only at the stores in Applicable Source. The list takes stores only, and it cannot stay empty.
Items
The coupon discounts only the items that match a row in Coupon Setup. A row can be an Item, an Item Group or a Brand.
Exclusions
The exclusion list takes customer groups only. A customer in a listed group cannot use the coupon. You cannot exclude a store or a single customer here. To keep a store out, leave it out of Applicable Source.
Serial coupons
When Is Serial Managed is ticked, each issued coupon has a serial number. The cashier enters the voucher serial number alone, not the code. A serial number works once. A second try shows "Coupon Serial No is already redeemed in other transaction".
When it is not ticked, the code is shared and the limits above control its use.
Coupon Ledger
When a promotion issues a coupon, the Coupon Ledger gets a row. The row shows the serial number, the coupon name and code, the store, the POS Profile and the customer. It also names the sale that issued the coupon, and the sale that redeemed it once there is one. A row with no redeeming sale is a coupon still to be used.
At the till
The cashier enters the coupon code at the till. For a serial coupon, the cashier enters the voucher serial number instead. The till checks the coupon against the sale and shows why it cannot apply. See Promotions, Coupons and Discounts.