Bill Coupons

A coupon is a code the customer quotes at the counter for a sum off the whole bill - "DIWALI20", 10% off, up to 500. It is the third and simplest of the three discount features: a promotional offer puts a product on the bill, a price rule re-prices the lines already on it, and a coupon takes an amount off the total once the code is entered.

Plan. Premium, sales businesses only. Settings > Master > Bill Coupons switches it on - offered to trades that bill a walk-in customer (supermarket, grocery, fresh, pharmacy, textile, footwear, mobile/electronics, electrical/hardware, restaurant, hotel, salon, gym).

Where it is in the app

Main menu: Coupons - every code the shop has printed, what each takes off, and whether it is running, paused or expired. At the counter the code is entered with the Coupon button on the bill, never in the product search (a code there would collide with item codes and barcodes).

Setting one up

flowchart TD
    A[Coupons > Add coupon] --> B[Code the customer quotes
DIWALI20]
    B --> C{What it takes off}
    C -->|% off| D[Percent + optional 'up to' cap
10% off, up to 500]
    C -->|Amount off| E[A flat sum off the bill]
    D & E --> F{What it applies to}
    F -->|Whole bill, default| G[Worked out on the goods value]
    F -->|Part of the catalogue| H[Group, optionally category
and sub-category]
    G & H --> I[Optional: minimum bill · valid dates
total uses · uses per customer]
    I --> J[(Coupon saved)]
A coupon names no customer and no product - only where in the group tree it applies. A price agreed with one party is a price rule, not a coupon.

What each field means

FieldWhat it does
CodeWhat the customer quotes. Case does not matter - "diwali20" claims "DIWALI20". Two live coupons cannot share a code.
NameWhat the list calls it. Left blank, the code is the name.
% off / Amount offOne or the other. A percentage may carry an up to cap; a flat amount never does.
Only part of the catalogueNarrows the coupon to a product group, and optionally to a category and sub-category inside it. The discount - and the minimum bill - are then worked out on what the bill holds from there, not on the whole bill.
Minimum billThe bill has to reach this before the coupon applies. Judged on the goods value, before charges and before tax.
Valid datesA festival window. Left blank, the coupon runs until it is paused.
Total uses / Per customerHow many bills may take it, in total and by one party. Counted off the bills themselves, so a deleted bill gives its count back.

Using one at the counter

  1. Build the bill as usual.
  2. Tap Coupon and type the code the customer read out.
  3. The discount lands in the bill's discount field and the code is recorded on the voucher.

A coupon that cannot be taken says why, in words the cashier can repeat: the code names nothing, the coupon has expired or has not started, the bill has not reached its minimum, it has reached its limit, or this customer has already used it. A coupon the customer asked for by name outranks an automatic bill-value price rule - the rule stands aside rather than quietly replacing it.

Which of the three to use

You want to...Use
Sell a shampoo and conditioner together for one pricePromotional offer (Bundle/Combo)
Give a free soap with every twoPromotional offer (Buy X, get Y free)
Charge less for buying more, or discount a whole brandPrice rule
Give one party their own agreed ratePrice rule at customer scope
Print a code on a flyer for money off the billCoupon

Notes