Promotions - Coupons

A coupon is a ticket, code, or document that can be issued to a customer and later redeemed for a discount or rebate. There are two types of coupons in Prism: serialized and non-serialized. 

• Serialized coupons are defined as part of a "coupon set." Coupon sets are useful when many coupon codes are required. Serialized coupons include more options than non-serialized coupons.
• Non-serialized coupons are useful for situations when a single or limited number of coupon codes are needed. Non-serialized coupons can optionally be marked as "Presets" that are available via dropdown instead of by scanning/typing.

When defining promotions, there are two places where you can enter coupon information: Validation Rules and Reward Rules:

• In Validation Rules, you can add one or more coupon codes or reference a coupon set. The codes entered in Validation Rules, when presented at POS, validate the promotion so the customer receives the discount defined in that promotion's Reward Rules.
• In Reward Rules for a Coupon promotion, you can add a single coupon code or reference a coupon set. When the Promotion Type is Coupon, the Coupon option is the only type of reward available. When promotions are set to be applied automatically, when the promotion's Validation Rules are met, the code will automatically be added to the transaction. When promotions are set to be applied manually, the "Tender Action" setting in Node Preferences > Transactions > Promotions comes into play (None, Prompt, Apply).

 
Validation Rules - Serialized Coupons
For serialized coupons, select the Coupon and Serialized checkboxes and select a coupon set from the drop-down.
 
Validation Rules - Non-Serialized Coupons
For non-serialized coupons, select the Coupon checkbox and click the Add button to add the needed coupon codes. Alternatively, you can import a list of codes.
 
 
Reward Rules
When the Promotion Type is Coupon, the Coupon option is the only type of reward available. You can enter a single coupon code or click the Serialized checkbox and select a Coupon Set from the drop-down.

Coupons at POS - Coupons button on Transaction Form
The Prism transaction form includes a Coupons button. Click the Coupons button to display a modal for adding/removing coupon codes.
The modal has separate lists for coupons that are being redeemed ("In") or given ("Out").
IN: Add coupons to a transaction by scanning or typing the coupon code (in the "Enter coupon" text box), or by selecting a Preset from the drop-down. Prism uses the entered coupon code(s) to validate the promotion and apply the discount.
OUT: If there are Coupon promotions (where a coupon or coupon set is the Reward), once the promotion's validation rules are met the coupon will be listed in the "Out" list assuming preferences are set to apply promotions automatically.
Depending on the transaction items and promotions involved, there might be multiple coupon codes in each list. 
Sample Coupon modal showing IN and OUT lists:

Basic Steps for Issuing/Receiving Coupons using Prism Promotions
Issue coupons to customers:
Step 1: Create a coupon set. 
Step 2: Create a coupon promotion (Promotion Type = Coupon). Reference the coupon set in the Reward Rules area of the promotion. At POS, when the coupon promotion's Validation Rules are met, the coupon code (or a code from the coupon set) is added to the transaction. To see the code at POS, click the Coupons button on the transaction form. The code will be listed in the OUT list. 
Step 3: When printing, use one of the "coupon" print designs.
Receive coupons from customers:
Step 1: Create an item or transaction promotion. In the Validation Rules area, reference the coupon set. On the Reward Rules tab for this promotion, enter the discount the customer will receive when a coupon from the coupon set is added to a POS transaction.
Step 2 At POS, click the Coupons button on the transaction form. Click the Add button and scan (or type) the coupon code. Prism will use the entered coupon code(s) to validate the promotion and apply the discount.

New Coupon Set
On the Promotions main screen, click the Coupons button on the bottom menu.

The Coupon Set screen is displayed. On this screen, you can search for an existing coupon set or create a new one. 
Click the New button on the bottom menu. 
Enter details for the coupon set. Refer to the following table that follows.
After entering details for the coupon set,  save the coupon set and exit.

Coupon Set Fields

Generate Coupons
The coupon set must be in Edit mode to generate coupon codes. Display the desired coupon set and if not already in Edit mode, click Edit. 
Sample new coupon set screen (before generating coupon codes):

Click Generate.
A modal is displayed for entering the number of coupons, etc. In the Count field enter the desired number of coupons.
If you defined a Start Date and End Date for the coupon set, those dates will be entered. You can modify the dates if needed.
Note: If the Issued check box is selected, then the generated coupon codes will be marked as "Issued". If the check box is cleared, then coupon codes won't be marked as Issued until the code is issued at POS.
When ready, click OK.

The coupons are generated according to the instructions entered in the Coupon Details area.
If you defined a Start Date and End Date for the coupon set, those dates will be entered. You can modify the dates if needed.
Note: If the Issued check box is selected, then the generated coupon codes will be marked as "Issued." But then if the Set is tied to a coupon-rewarding promotion, these coupons will NOT be issued.
Sample coupon list (after generating coupon codes):

Edit Serial Coupon Code
To edit a coupon code, select the code and click the Edit button. You can edit the Coupon Code and/or Start and End Dates.
Assign Coupon Set as Validation or Reward
You can assign a Coupon Set as either a validation or a reward on a promotion.

• If a coupon set is referenced on the Validation screen, then a customer must present the coupon at POS to receive the promotion's reward.

• If a coupon set is referenced on the Reward screen, then a customer will be rewarded with a coupon from the coupon set at POS (when the customer's purchases validate the promotion).  And if the coupon is not marked as issued in the Coupon Set UI.

Assign Coupon Set as Promo Validation
On the Validation Rules tab, you will see a checkbox for Coupon.

Click the Coupon checkbox. The UI refreshes. A Serialized checkbox is now available.
Click the Serialized checkbox. A dropdown for selecting a Coupon Set is displayed. Select the desired Coupon Set. (to add a new coupon set on the fly, click the Plus sign icon)
 
 
Assign Coupon Set on Promotion Reward Rules
1.    If the Promotion Type is set to "Coupon," then on the Reward Rules screen, users will see a Coupon check box.
 
2.    If you click the Coupon check box, the UI refreshes. Users can enter a single coupon code or click the Serialized checkbox and select a coupon set.

3.    Upon clicking the Serialized checkbox, the UI refreshes again. Users can select a coupon set from the dropdown. Alternatively, users can click the checkbox to add a new coupon set on the fly.
4.    Save the changes.

Import Coupons
Instead of having Prism generate the list of coupon codes, you can import a .csv file that has a comma-separated list of codes. Prism will use the codes in the .csv file when generating coupon codes. On the Coupon Set screen, click the Import button. In the Import File field, click Choose File and navigate to the location of the .csv file. Select the file and click Open. Click OK to close the Import screen.
Sample Import Coupon screen:

Edit Coupon Sets to Reuse Coupons
Users can edit coupon sets as a group. Change the "Used" count for all coupon codes back to zero. This enables the coupon set to be reused again.
For example, a merchant gives a weekly coupon to each employee. The employees can use the coupon at the company's snack shop. The coupon given to the employees each week uses the same ID. The coupons never expire, but the coupon can only be used once per week. If the coupon is used, it is expired until the following week.
Using the new Edit Set button on the Coupon Set UI, a user can reset all the coupons, enabling them to be reused.
When the user clicks Edit Set, a modal opens. The changes made in the modal are applied to all coupons in the set. Editable values are "Issued", "Used", "Start Date" and "End Date".

Set Start | End Date when Issued to N Days from Issue Date

When creating a new coupon set, a pair of settings allow users to specify that the Start Date and/or End Date of the coupons will be a certain number of days from the Issue Date. These settings are typically only used when a retailer issues coupons manually to customers. When coupons are issued automatically to customers as a promotion reward, the Start and End Dates are based on the date the coupon is issued at POS. For example, a retailer may issue a coupon that will have a Start Date 14 days from the time it is issued and have an End Date 30 days from the issue date. Using the "Set Start | End Date when issued…" fields is a bad idea if not distributing/issuing coupons by a coupon promotion that rewards a coupon.  In other words, if a retailer wants to distribute coupons, by email or snail mail, instead of creating a coupon reward promotion, and they want to set Start/End dates on the coupons, they should not use the "Set Start | End Date when issued…" fields

• If the user checks the Issued Checkbox, Prism will populate the Start Date and End Date using the corresponding numbers from the days issued fields. The user can then select a different Start or End Date, if desired. Either date in the dialog can be left Open
• If the user selects either a Start Date or End Date then checks the Issued checkbox, then Prism won't replace the selected date(s) with a calculated date.
• If dates are populated and the user unchecks the Issued checkbox, POS will override them when it issues a coupon from the set.

Enter the coupon codes at POS to apply the discount

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.

Navigate to Item Details, Discounts tab to view the applied discount when a coupon is received from a customer at POS.

Sample Item Details showing coupon discount:

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 when multiple runs of the promotion occur.

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.