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Coupons

What's on the Page?

Tip

The Coupon feature is for specific coupons on a department or item that the customer needs to mention (or hand over) to be eligible. To automatically discount a specific item, use a Price Rule

Search Filters

Toggle between Exclude Old and Show All on the drop down field to control which coupons appear in the table. Exclude Old hides coupons whose end date is more than 30 days in the past; Show All lists every coupon.

The Start and End date fields control which receipts are counted in the usage columns (Receipts, Qty Redeemed, Attached Rev., and so on) — pick dates on the pop up calendar, then select the Go button to recalculate the table below. If your business has more than one sales division, a division dropdown also appears so you can limit the usage numbers to one division.

Coupon Information Table

  • ID- the coupon's internal number
  • Description- The name of the coupon entry
  • Code- a readable unique code attached to each coupon
  • UPC Code- a scannable barcode number for the coupon, generated automatically when the coupon is created. Click it to view/print the barcode.
  • Start Date- The date the coupon becomes active
  • End Date- The date the coupon expires
  • $ Disc.- The dollar amount subtracted from a subtotal or item
  • % Disc.- The percentage subtracted from a subtotal or item
  • Receipts- The number of receipts that have the coupon applied to them. Click the number to see the individual receipts and the items sold with the coupon.
  • Qty Redeemed- how many times the coupon was actually applied — a receipt where the coupon was applied five times counts as 5 here, but as 1 in the Receipts column
  • % New- The percentage of customers who used this coupon that had a new account
  • % No- The percent of receipts that used the coupon with no customer account attached
  • Attached Rev.- The pre-tax revenue of the receipts this coupon appeared on
  • Avg Rev.- the average revenue of the receipts with this coupon attached
  • Discount- the total $ discounted by this coupon in the selected date range
  • Min. Price- the minimum price of the item or subtotal you can apply the coupon to
  • Max. Price- the maximum price of the item or subtotal the coupon can apply to (blank for no limit)
  • Max Qty- the maximum quantity of an item the coupon can apply to (blank for no limit)
  • Req. Cust?- whether a customer account is required on the receipt before the coupon can be applied.
  • Max Uses/Cust- limit the customer to a specified number of uses of the coupon on the history of their account.
  • Note- the note shown to employees when they apply the coupon to a sale
  • Edit- select this icon to edit the details of the coupon-- detail below
  • Delete- select the trash icon to delete the coupon. A coupon that has been used on a receipt cannot be deleted — you'll see "This coupon cannot be deleted because one or more receipts reference it."

Info

The Discount column does not include the value of promotions triggered by coupons — only the coupon's own direct % or $ discounts.

Tip

On the Register screen whilst applying coupons, if one is applied incorrectly, the Register search bar will show an easy-to-read message so you can amend the sale or edit the coupon.

Adding and Editing Coupons-

Select the "+ New Coupon" button to add a new coupon or select the edit icon on the far right side of a coupon entry to edit an existing coupon.

  • Description- The name of the coupon entry
  • Code- a readable unique code attached to each coupon. Codes must be unique — reusing one shows "Another coupon already exists with this code."
  • Start Date- The date the coupon becomes active
  • End Date- The date the coupon expires
  • $ Disc.- The dollar amount subtracted from a subtotal or item
  • % Disc.- The percentage subtracted from a subtotal or item (a single coupon cannot have both a % discount and a $ amount)
  • Type- Specify using the drop down menu (Item, Subtotal, or Both) whether you would like the coupon to work on only items, only the subtotal, or on either
  • Min. Price- the minimum price of the item or subtotal you can apply the coupon to
  • Max. Price- the maximum price of the item or subtotal the coupon can apply to (leave blank for no limit)
  • Max Qty- the maximum quantity the coupon can apply to (leave blank for no limit)
  • Req. Cust?- Select whether or not you want to require a customer account on the receipt before being able to apply the coupon.
  • Max Uses/Cust- limit the customer to a specified number of uses of the coupon on the history of their account.
  • Note- add a note for employees to see while applying the coupon to a sale.