Creating Coupons

Admin: Corporate Admin
Page: Tools > Coupons
Permission: ViewSales()

You can create coupons tied to specific Associates, items, and regions on the Coupons page. Coupons discount an order’s cost, in addition to the QV, CV, and Bonuses.

Creating a Coupon

  1. Click the Add Coupon button.

    Add Coupon button

    The Create New Coupon pop-up window opens.

    Create New Coupon pop-up
  2. Complete the necessary fields.

    Although not indicated in the pop-up, the following fields are required:

    Click each link to view more details.

  3. Click Save Changes.

Selecting a Coupon Type

  • An Item Discount will discount the price of an item by a specified amount.

      Must have an inventory SKU selected to work.
  • An Order Discount will discount the order subtotal.

  • A Shipping Discount will discount the shipping cost.

Setting Minimums

Depending on the Coupon Type selection, you can set the minimum:

  • Item Quantity - The Associate must have the specified amount of qualified items in their cart.

  • Price (USD) - The Associate must have at least the entered amount as their order’s total.

Coupon Type and Min. Price

Selecting a Discount Type

  • Percent - The discount will reduce a set percentage.

    1. Enter the discount percentage in the Discount field.

  • Amount - The discount will reduce the specified amount.

    1. Enter the discount dollar amount in the Discount field.

Entering a Coupon Code

  1. Enter a coupon code of your choice.

    An Admin or Associate can enter this code to apply the coupon on the Checkout page in the eCommerce Shop and Web Office Store (if enabled).

      Leave the field blank to create a Global Coupon.

Global Coupons

Global Coupons automatically apply to the Associates that meet the selected requirements. Leave the Coupon Code field blank to create a Global Coupon.

For more information, see Creating Global Coupons.

Selecting Order Types

When creating inventory items, select the Order Types while adding a Price Adjustment.

Configure the coupon to work for specific or multiple Order Types.

  • None - By default, the coupon will apply to all Order Types.

  • Standard

  • AutoShip

  • Enrollment

  • VolumeAdjustment

    1. Click the Order Types field and select an Order Type.

    2. Repeat for each Order Type.

Setting Coupon Promotion Period

  1. In the Begin Date field, select a date the coupon will first be available.

  2. You can set an expiration date in the End Date field or leave it blank for coupons that never expire.

      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 must choose the corresponding SKU(s).

  1. Click the SKUs field to see a dropdown of all available SKUs.

  2. Start typing in the field to narrow the list.

  3. Click the SKU to apply.

      An Associate must add every SKU selected to the order for the discount to apply.
  4. Repeat for each applicable SKU.

Selecting Regions

Limit coupons to specific regions.

  1. Click the Regions field and select each applicable region.

  It's best to leave this field blank if you want the coupon to apply to all regions. If you need to add a new region in the future,  you won’t need to update the coupon.

Selecting Associates

In the Customer IDs field, you can enter IDs (regardless of Associate Type) for those who will qualify for the coupon.

  1. Use the search bar under the Customer IDs field to find an Associate’s ID.

  2. Select each Associate as necessary.

    The selected Associates can only use the coupon once unless the Recurring checkbox is enabled.

  Coupons with no IDs selected will apply to all Associates.

Selecting Price Groups

Limit your coupon usage to specific Price Groups.

  1. Click the Price Groups field.

  2. Select from the list of available Price Groups.

    You can select as many as you need.

      You can also type the Price Group name. Then, press Enter on your keyboard to set the value.

One-Time Use Coupons

  1. The Recurring checkbox remains unchecked by default. If left unchecked, the coupon is single-use only.

    Single-use coupons may be created as either first come, first serve, or for use by a specific individual or group of Associates.

    Leaving the Customer IDs field blank with the Recurring checkbox unchecked allows for generic use to only the first individual to successfully enter the coupon code. Once used, the coupon may not be used by anyone else.

Enabling Reusable Coupons

  1. Check the Recurring checkbox to allow a coupon to be used more than once.

    Reusable coupons may only be assigned to specific individuals or groups by entering the ID of each Associate within the Customer IDs field.

    If the Customer IDs field is left empty, the coupon will be available to everyone.

Coupon Examples

Coupons are designed to be applied to a single item and may not exceed the item cost to which the coupon is applied. Review the Coupon Type examples below to see how Coupons function in real-world scenarios.

Item Discounts

Example 1:

You add three identical items valued at $10.00 each to your cart, bringing you to a subtotal of $30.00. Next, you apply a 50% off coupon for the item. The discount will only apply to one item, discounting that item by $5.00, bringing the new subtotal to $25.00.

Example 2:

You add two different items to your cart. The first item is $10.00. The second is $20.00. Your subtotal comes to $30.00. Next, you apply a global coupon for up to $30.00 off on a single item. The discount will only apply to the item valued at $20.00. You will pay the full price for the $10.00 item, even though the coupon only technically used $20.00 of the $30.00 discount.

Order Discounts

Example 1:

You add two items to your cart. The first item is $60.00. The second item is $20.00. Your subtotal comes to $80.00. Next, you apply a coupon for $10.00 off an order of $75.00 or more. The discount will lower the order subtotal by $10.00, bringing the new subtotal to $70.00.

Shipping Discounts

Example 1:

You add multiple items to your cart. Your subtotal comes to $100.00. Standard shipping costs $5.00, bringing your order total to $105.00. Next, you apply a coupon for free shipping. The shipping cost is discounted to $0.00, bringing your subtotal to $100.00.

Example 2:

You add multiple items to your cart. Your subtotal comes to $40.00. Standard Shipping costs $5.00, bringing your order total to $45.00. Next, you apply a coupon for $10.00 off shipping. Rather than discounting shipping by $10.00, a $5.00 discount is applied to zero out the shipping charge. The discount may never exceed the total cost of shipping.

Multiple Discounts

Example 1:

You add three items to your cart valued at $10.00, $15.00, and $20.00, bringing your subtotal to $45.00. Next, you apply two separate coupons: 1. $25.00 off one item and 2. 20% off your order. The item coupon is first applied to the $20.00 item, discounting that item by $20.00. Secondly, the 20% off coupon is applied to the remaining $25.00 subtotal, discounting the subtotal by $5.00, bringing your final subtotal to $20.00

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