Step by step
- Open Sales > Coupons.
- Press Add Coupon. Type a Code, or leave it empty for a random one, and a Name.
- In Discount choose Percent or Amount and type the value. Max Discount caps a percent discount; Min. Bill is the smallest bill the coupon works on.
- Set Valid (from and to date), Total Uses, Uses / Customer, the Shops and the Status. An empty field means no limit.
- To make many coupons at once set How Many above 1 and a Code Prefix; each of these coupons can be used only once.
- Press Save. The list shows the Code, Name, Discount, Min. Bill, Valid, Used, Discount Given and Status; the Status filter shows Active, Expired or Off coupons.
- Use the edit button of a row to change a coupon and the delete button to remove it. Excel and Print export the list.
Good to know
- On the POS and Add Sale the cashier presses Coupon and types the code; the discount is checked again when the sale is saved.
- A coupon with Uses / Customer needs a listed customer on the bill.
- A coupon that was used is switched off instead of deleted.
- Two coupons cannot have the same code, and a percent cannot be more than 100.
- Comes with the Offers & Coupons app and needs the permission to manage coupons.