14 steps to complete
The Coupons page is where you can create coupons that can be tied to specific associates, items, and regions. Coupons discount the amount being charged, as well as the QV, CV, and Bonuses.
For this guide, we’ll create a coupon that:
- Offers a 100% discount
- On shipping charges
- For enrollment orders
- Over $500
In Corporate Office, navigate to: Sales > Coupons.
Click the + New Coupon button.
The Create New Coupon pop-up window opens.
Select the Shipping Discount Coupon Type.
- Item Discount - Discount the item’s price
- Order Discount - Discount the entire order’s total
- Shipping Discount - Discount the shipping price
Enter 500 in Min. Price (USD).
Depending on the Coupon Type selection, you can set:
- Min. Item Quantity - The associate must have at least the entered amount of qualified items in their cart.
- Min. Price (USD) - The associate must have at least the entered amount as their order’s total.
Because we selected Shipping Discount, you can enter the minimum order Price that is needed to activate the shipping charges discount.
Select the Percent Discount Type.
In this field, you can select whether the discount will be:
- Percent - The discount will reduce a set percentage
- Amount - The discount will reduce a set amount
Enter 100 in the Discount field.
Because we selected Percent as the Discount Type, the coupon will apply a 100% discount on the shipping charges.
Enter a Coupon Code.
Something like: FREESHIPPING.
You can enter whatever you’d like in the field; however, you should choose a unique name so as to not conflict with any other coupons added.
Select the Enrollment Order Type.
This restricts the coupons to orders created while a new associate is enrolling, granting them a nice free shipping bonus.
Enter the Begin Date in MM/DD/YYYY format.
Optionally, you can assign a date the coupon will expire in the End Date field.
In the SKUs field, you can select any inventory item SKUs that will be required in the cart, in order for the coupon to apply.
You can either paste the SKUs in the field, separated by a comma, space, or vertical bar (|); or, when the field is clicked a list of available SKUs will display. Start typing the SKU in the field to filter the list.
You can leave this blank, if SKU is not required.
Select the Region(s) where this coupon will be applicable.
In the Back Office IDS field, enter any BackOffice IDs of any associates to whom you want this coupon available.
You can use the search bar below the field to find associate’s BackOffice IDs by searching for their name.
If the coupon is for all associates, leave this box blank.
Check the Recurring checkbox to allow coupons to be reused.
Important: When a coupon is not set to Recurring and assigned to multiple associates, the first associate to use it gets it and then it’s gone for the rest.
Click Save Changes
You’ve create a coupon that offers free shipping for Enrollment orders over $500. What other coupons could be useful? Use what you’ve learned in this guide to create more amazing coupons for your associates.