Admin: Corporate Office
Page: Sales > Coupons
You can create coupons tied to specific Associates, items, and regions on the Coupons page. Coupons discount an order’s cost, as well as the QV, CV, and Bonuses.
What We’ll Cover
- Creating a Coupon
- Selecting a Coupon Type
- Setting Minimums
- Selecting a Discount Type
- Entering a Coupon Code
- Selecting Order Types
- Setting Coupon Promotion Period
- Selecting Qualified Items
- Selecting Regions
- Selecting Associates
- Selecting Price Groups
- Enabling Reusable Coupons
Creating a Coupon
Click + New Coupon.
The Create New Coupon pop-up window opens.
Complete the necessary fields.
Although not indicated in the pop-up, the following fields are required for proper use:
- Coupon Code (Leave blank for a global coupon)
- Begin Date
- Coupon Type
- Discount Type
- Min. Item Quantity
Click each link to view more details.
Click Save Changes.
Selecting a Coupon Type
Item Discount - Discount the item’s price.
Important: Must have an inventory SKU selected to work.
Order Discount - Discount the entire order’s total.
Shipping Discount - Discount the shipping price.
Depending on the Coupon Type selection, you can set the minimum:
- Item Quantity - The Associate must have at least the entered amount of qualified items in their cart.
- Price (USD) - The Associate must have at least the entered amount as their order’s total.
Selecting a Discount Type
- Percent - The discount will reduce a set percentage.
- Amount - The discount will reduce the specified amount.
- Enter the discount amount in the Discount field.
Entering a Coupon Code
Enter a coupon code of your choice.
An Admin or Associate can enter this code to apply the coupon in the Checkout page in the eCommerce Shop and Web Office Store (if enabled).
Leave the field blank to create a global coupon.
Read more: Creating Global Coupons
Selecting Order Types
Configure the coupon to work for specific or multiple Order Types.
- None - By default, the coupon will apply to all Order Types.
- Click the Order Types field and select an Order Type.
- Repeat for each Order Type.
Setting Coupon Promotion Period
In the Begin Date field, select the day the coupon will be first available.
You can set an expiration date in the End Date field or leave it blank for coupons that never expire.
Important: The coupon will be usable through 11:59 PM of the End Date field’s entry.
If not set, the End Date defaults to 12/31/9999.
Selecting Qualified Items
If you selected the Item Discount Coupons Type, you need to choose the corresponding SKU(s).
Click the SKUs field to see a dropdown of all available SKUs.
Start typing in the field to narrow the list.
Click the SKU to apply.
Note: Associates must add every SKU selected to the order for the discount to apply.
Repeat for every necessary SKU.
Limit coupons to specific regions.
- Click the Regions field and select every region necessary.
In the Back Office IDs field, you can select Associates who will qualify for the coupon.
Use the search bar under the Back Office IDs field to find an Associate’s IDs.
Select each Associate as necessary.
The selected Associates can only use the coupon once unless the Recurring checkbox is enabled.
Note: Coupons with no IDs selected will apply to all Associates.
Selecting Price Groups
Limit your coupon usage to specific Price Groups.
Click the Price Groups field.
Select from the list of available Price Groups.
You can select as many as you need.
Note: You can also type the Price Group name, then press Enter on your keyboard to set the value.
Enabling Reusable Coupons
Check the Recurring checkbox to allow coupon reuse.
When a coupon is non-recurring and assigned to multiple Associates, the first Associate to use it gets it, and then it’s gone for the rest. When you enable Recurring setting, everyone can use it (limited to once per order) unless otherwise defined by the Web Office Admin and eCommerce Admin’s Multi-Faceted Configuration.
If you leave the Recurring checkbox unchecked and add Back Office IDs to the coupon, the added Associates will each be allowed to use the coupon once.