Updated: November 12, 2021 8:22am

Promotions - Coupon

The Coupon Promotion Type is different from other promotion types in that it always needs to work with one or more other promotion types.
Step 1: Create a Coupon promotion type that will reward a customer with one or more coupon codes when the validation rules are met.  The customer can then use these coupon codes for future purchases. Note: Be sure to select one of the print designs that includes coupon (e.g. "Receipt 40 col - Coupon").
Step 2: Create an item or transaction promotion and enter a valid coupon code as a validation rule. When a customer presents the coupon code at POS, the user should click the Coupon button, scan or type the code, and then the discount defined in the item or transaction promotion will be applied (use the Show Discount button in Item Details to view/verify the applied discount).

Validation Rules
Allowed Use setting for Coupons
The Allowed Use setting on the Validation Rules screen determines how often a coupon can be validated on a single transaction.

Allowed Use Notes
Once Each coupon code entry at POS can validate the promotion once. Further applications of the promotion require more code entries
Unlimited Each coupon code entry at POS can validate the promotion unlimited times. Further applications of the promotion do not require more code entries
Count Each coupon code entry at POS can validate the promotion (up to) a specific number of times. Further application (past limit) of the promotion require more code entries.

When setting up a coupon promotion, a variety of validation options are available.

Option Description
Sale Items Click the Item Filter button to define filter criteria. If an item matching the entered criteria is listed on the receipt, the rule is validated.
Item Quantity Enter the quantity that is required to validate the rule.
Item Subtotal Click the Item Subtotal checkbox and enter an item subtotal. If the item subtotal meets or exceeds the entered value, the rule is validated.
Sale Subtotal Click the Sale Subtotal checkbox and enter a subtotal amount. If the subtotal meets or exceeds the entered value, the rule is validated.
Coupon Click the Coupon checkbox to define a list of coupon codes. If a customer presents one of the coupon codes at POS, the rule is validated.
Customer Click the Customer checkbox to define a customer filter. If a Bill To customer that matches the entered criteria is entered on the transaction, the rule is validated.

Reward Rules
Enter a comma-separated list of the coupon codes to be awarded to the customer when the validation rules are met. When making a Coupon promotion type, the reward is not a discount, but instead one or more coupon codes. The coupon codes that are issued as a reward can then be used to validate other promotions. Select the Coupon check box and enter the coupon codes that will be rewarded. To reward multiple coupon codes, separate each code with a comma.   

Coupon Promotion Examples
Buy $100 June 1-15, get coupon for 20% off July 1-30
During the first two weeks of June, customers who spend $100 will receive a special coupon code for 20% off the transaction. The coupon code can only be used once and must be used during the month of July.

  1. Create the Coupon Promotion. On the Activation Rules screen, enter June 1 as the Start Date and June 15 as the End Date.    
  2. On the Validation Rules screen, enter a Subtotal Filter of $100.    
  3. On the Reward Rules screen, select the Coupon checkbox and enter the Coupon code.    
  4. Save the changes.    

 
Next, create a Transaction Promotion that includes coupon code in Validation Rules. The Transaction promotion is only active July 1-30 and will include the coupon code as the Validation Rule.

  1. Create a new promotion and select Transaction as the Promotion Type.    
  2. On the Activation Rules screen, set the Start Date to July 1 and the End Date to July 30.    
  3. On the Validation Rules screen, enter the coupon code that was awarded (ABC123).    
  4. On the Reward Rules screen, select Discount % as the Discount Type and 20 as the Value.    
  5. Save the changes.     

Coupon as Validation Rule
Create a promotion that has a rule that a defined coupon code as a validation rule. When a user enters the specified coupon code at POS, the promotion will be applied.

Single Coupon
The initial release of the Promotions module does not include support for taking in or giving out multiple coupons.

Coupons at POS
On a POS transactions, you can click the Coupon button to view any coupons issued or applied. For example, if you have defined a Coupon promotion that awards a customer a coupon when the subtotal reaches $25, then once the Subtotal reaches that level, the user can click the Coupon button and see the Coupon Code for the coupon that will be issued.
Issue a Coupon

  1. Start a new transaction and list the items, customer, etc. that are listed in the Validation Rules of the Coupon promotion. Once the Coupon promotion's validation rules are met, you can click the Coupons button to see any coupons earned.     
  2. The coupon(s) earned are listed in the "Out" column.    
  3. Tender the transaction.     
  4. Click Print/Update. A message pops up to inform you of the coupons issued.    
  5. In the Print dialog, be sure to select one of the print designs that includes coupon information.    

Redeem a Coupon

  1. Start a new transaction and list the items, customer, etc. Click the Coupon button.     
  2. Scan or type the coupon code and click the Add button.    
  3. The coupon is added to the "In" column.    
  4. Close the dialog.    
  5. To view the discount details, go into Item Details and select the Discounts tab. Click the Show Discounts button.    

Printing a Coupon
When printing a transaction on which a coupon is issued, be sure to select one of the "coupon" designs. These designs include a coupon bar code.