Projects:Coupons/User Guide

Contents 1 Introduction 2 Copy Promotion/discount 3 Coupon definition 4 Redeem coupon

Introduction

This project implements coupons functionality. To be able to configure/define coupons the following module is required:

• Discount and promotions for retail

Copy Promotion/discount

The promotion/discounts can be copied.

Select the discount/promotion to be copied, and click in 'Copy discount' button. A new popup is opened:

• Organization is required
  • Only visible for discretionary type discounts
  • Only allows you to select the organizations to which the user's role has access
• Name is required
• Printed Name is optional
• Active

The rest of information is retrieved from the previously selected discount/promotion.

Coupon definition

The coupon is a discount/promotion that has 'uses coupon codes' checked. When this checkbox is checked:

• the days of the week are enabled, in order to be able to define the days to redeem the coupons.
• 'Coupon' tab is shown, where the codes are defined.

NOTE: Coupons work as discount/promotions. The only difference is that they need the code to be inserted in order to be applied to the products.

You can find information about how to define a promotion/discount here

Uses coupon codes

Defines if discount/promotion is going to use codes to redeem them.

All

It will be able to redeem coupons any day of the week

Monday

It will be able to redeem coupons on Mondays

Tuesday

It will be able to redeem coupons on Tuesdays

Wednesday

It will be able to redeem coupons on Wednesday

Thursday

It will be able to redeem coupons on Thursdays

Friday

It will be able to redeem coupons on Fridays

Saturday

It will be able to redeem coupons on Saturdays

Sunday

It will be able to redeem coupons on Sundays

The section Coupon availability is replaced by section Availability

Coupon code

The code of the coupon, that must be unique.

Expires after 1 use

It defines if after using in an order will be expired or not. It will be applicable only in one order.

Status

The status of the coupon ('Available', 'Not Available'). This field will be visible, when 'expired after 1 use' is checked.

NOTE: coupons will work only in WebPos even though the configuration is done in the backend.

Redeem coupon

Create an order in the webpos. Insert the coupon (it doesn't matter when the coupon is inserted. Once the coupon is inserted the promotion of the coupon will be taken into account for the products that were already in the order, and for the products that are added after it).

NOTE: More than one coupon code can have the same discount/promotion ID. Even though multiple coupons can be added to the order, the discount/promotion ID that belong to, has to be different. There is a validation in the WebPOS that avoids having multiple times the same discount/promotion ID.