Managing Coupons

Overview

Coupons are codes that the cashier enters at the till to give a discount. Each coupon follows rules for its dates and hours, its use limit and its discount. When a code is entered, iVendNext checks the rules and applies the discount.

Creating a Coupon

Follow these steps to create a coupon in iVendNext.

Step 1: Access the Coupon Screen

Log in to iVendNext.
Open the Retail workspace.
In the Items & Pricing card, open Coupon.

Tip: Use the Awesome Bar (top-right) to search for “Coupon List” or “New Coupon.”

Step 2: Open the Coupon Creation Screen

If you are creating your first coupon, click Create Your First Coupon.
Otherwise, click Add Coupon.

The Coupon Creation screen includes the following sections:

Details
Coupon Setup
Applicability
Exclusion List

Step 3: Configure the Details Section

Define the key settings. Complete all required fields (marked with a red asterisk).


Field	Description	Mandatory
Name	Unique name for the coupon.	Yes
Description	Description of the coupon.	No
Has Effective Date	Enable to set start and end dates for coupon validity.	No
Has Effective Time	Enable to restrict coupons to specific times of day.	No
Coupon Code	Code customers enter to redeem the coupon.	Yes
Discount Type	Percent or Amount.	Yes
Discount	Discount value.	Yes
Applicable Quantity	The number of item(s) to which the coupon discount can apply.	No
Trigger Quantity	The number of item(s) that must meet the specific criteria for the coupon to apply.	No
Maximum Redemption Count Per Store	The maximum number of times the coupon can be redeemed at the store.	No
Active	Enable to activate the coupon.	Yes

Step 4: Configure the Coupon Setup Section

Define which products the coupon applies to.


Field	Description	Mandatory
No	System-generated line number.	–
Product Type	Level at which the coupon applies: Item, Item Group or Brand.	Yes
Value	The item, item group or brand that matches the Product Type.	Yes

You can add multiple entries to include different products.

Step 5: Configure the Applicability Section

Define the stores where the coupon works. List 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.


Field	Description	Mandatory
No	System-generated line number.	–
Source Type	Warehouse, which is a store.	Yes
Source	The store where the coupon works.	Yes

Step 6: Set Day and Time Restrictions

Optionally, restrict coupon availability to specific days and times.


Field	Description	Mandatory
No	System-generated line number.	–
Day	Day of the week the coupon is valid.	Yes
Enabled	Enable or disable the coupon for the selected day.	Yes
Start Time	Time when the coupon becomes valid on the selected day.	No
End Time	Time when the coupon expires on the selected day.	No

Step 7: Configure the Exclusion List Section

Define the customer groups that cannot use the coupon.


Field	Description	Mandatory
No	System-generated line number.	–
Source Type	Customer Group.	Yes
Source	The customer group that cannot use the coupon.	Yes

Step 8: Save the Coupon

Click Save to activate the coupon with the defined rules.

Example Coupon Setup

Scenario:

Let us consider the below scenario:

There are 2 stores, the Alpha Store and the Delta Store.

Offer 10% off on all bags every day from 09:00 AM to 09:00 PM, at the Alpha Store only, and not for the customer group Commercial.

Details Section:

Name: Festival Coupon
Description: 10% off on Women Bags
Has Effective Date: Yes (Start: 2025-10-01, End: 2025-10-15)
Has Effective Time: Yes (Start: 9:00, End: 18:00)
Coupon Code: FEST25
Discount Type: Percent
Discount: 10
Applicable Quantity: 5
Trigger Quantity: 2
Maximum Redemption Count Per Store: 100
Active: Yes

Coupon Setup Section:

Product Type: Item Group
Value: Women Bags

Applicability Section:

Source Type: Warehouse
Source: Alpha Store
Duration: every day of the week
Enabled: Yes
Start Time: 09:00
End Time: 21:00

Exclusion List Section:

Source Type: Customer Group
Source: Commercial

Result:

The coupon is valid every day between 9:00 AM and 9:00 PM, at the Alpha Store only. It applies to bags and has quantity limits. Customers in the Commercial group cannot use it. The Delta Store is not in the store list, so it does not take the coupon.

Managing_Coupons

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