Updated: October 12, 2021 1:04pm

Coupons

The Coupon Promotion Type is different from other promotion types in that it always needs to work with one or more other promotion types. Here are the main steps involved in issuing and redeeming coupons.
The following basic steps are explained in more detail in the sub-sections that follow.
Step 1: Create a coupon set or import file (if needed). The coupon set feature generates the desired number of coupons while the import feature enables users to import a comma-separated list of coupon codes. The coupon set or import file can be referenced when creating a "Coupon" promotion (next step).
Step 2: Create a promotion that has the Promotion Type set to Coupon. This promotion type will reward a customer with one or more coupon codes when the promotion's validation rules are met. The coupons that will be rewarded are defined on the Reward Rules tab. Customers can then use the coupons for future purchases. Note: Be sure to select one of the print designs that includes the correct element for printing the coupon code ("Receipt 40 col - Coupon" is one such design.).
Step 3: Create an item or transaction promotion and assign coupon codes on the Validation Rules tab. T
Step 4: The transaction form in POS includes a Coupon button. Clicking the button displays a modal where coupons can be taken (i.e., redeemed) or given (awarded). Depending on the transaction items and promotions involved, the customer might both present a coupon to get a discount and receive a coupon as an award.

Step 1 - Create a Coupon Set or import file
The coupon set or import file can be referenced in the next step. The import file must be a comma-separated list of coupon codes. See the Coupon Set topic for information about creating coupon sets.

Step 2 - Create Promotion of type "Coupon"
When you create a promotion with a Promotion Type of "Coupon," on the Reward Rules tab specify the coupons that will be awarded to customers. You can import a comma-separated list of coupons or reference a coupon set. When the Promotion Type is set to "Coupon," the Reward Rules tab will have a Coupon checkbox. When making a Coupon promotion type, the reward is not a discount, but instead one or more coupon codes. Users enter a comma-separated list of the coupon codes to be awarded to the customer when the validation rules are met. The coupon codes that are issued as a reward can then be used to validate other promotions.
Coupon promotion reward rules

Step 3 - Create a transaction or item promotion that is validated by coupon
Create a transaction or item discount.
On the Validation Rules tab, you will see a checkbox for Coupon.
Click the Coupon checkbox. The UI refreshes. A set of buttons are now available for working with coupon codes.
Click the Add button.
Promotion validation rules with options for coupon codes
In the Coupon Code text box, scan or type the coupon code. Alternatively, click the Import button and import a .csv file of comma-separated coupon codes.
Click Save.

Step 4 - 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.

Sample Coupons interface on transaction:

Coupon interface

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

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.

Configuring Coupons

Coupons are configured in the Promotions module. Coupons are different from other promotions in that a coupon will typically be a part of two promotions:

  • A promotion of type "Coupon" in which one or more coupons are awarded to a customer.
  • A separate promotion (e.g. type "Transaction," "Item," or "BOGO") in which the specified coupons can be redeemed to receive a discount on an item or transaction.

You can create promotions that award customers coupons for purchases above a certain subtotal, for purchases of certain items, or other POS actions.

"Apply" Setting on Coupons
A key setting for coupons is the Apply [Once/Unlimited/Number] setting. This setting enables you to specify how many times a coupon can be used to validate a promotion. By default, a coupon can be used only once; however, you can change the setting to a certain count or to unlimited.

Setting Description
Once  Current behavior. Each coupon code entry at POS can validate the promotion once. Further applications of the promotion require more code entries.
Unlimited  Requested behavior. 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.