There are five specific scenarios for coupons that we've planned for and outlined below:

  • Manufacturer Coupons
  • Store Coupons
  • Event Coupons
  • Price Matching
  • Competitor Coupons



Manufacturer (item only)


Uses:

· Coupons customers receive from a manufacturer


Accessible from “Coupon” button on POS screen.


Notes:
· Coupon is not tied to a specific item (associated with transaction, not item).  Takes dollar amount off of transaction total

· “Tracking Code” field is stored and is reportable.  This should be a scan of whatever unique code/barcode is on manufacturer coupon


Taxable vs. Non-taxable (Example: $5.00 item, $1.00 coupon, tax rate = %5)

· Whether or not manufacturer coupons are taxable depends on a location-level configuration setting

· By default, manufacturer coupons are NOT taxable, meaning that customers pay sales tax on the full product amount.

· Taxable = False

o Coupon does not include tax amount (Coupon amount = $1.00, Total = $4.25)

· Taxable = True

o Coupon discounts proportionate amount of tax (Coupon amount = $1.05, Total = $4.20)

 

 


Store + Event (item, whole transaction)

Uses:

· Chain-wide or Region-wide coupons/specials

· Searchable and editable like a regular item

· Veteran discount, senior discount, etc..


Both “Store” and “Event” coupons will act exactly the same.

All coupons should have an item of “Coupon” so that you can simply search “coupon” and have all coupons returned to you. 


Search Results for "Coupon" product in FieldStack




Creating a coupon

When creating a coupon, find a coupon item and right-click on it and select “Add Similar Item” (CTRL + S).  If you are using the POS search then you will need to double-click an item listing to get to the item screen which will allow you to do this. 


Item Listing Screen



After clicking “Add Similar Item” you will be brought to the item edit screen.  Some information from the item you right-clicked on will be entered, such as vendor code and start sell date.  Be sure that all information not pertinent or incorrect for the new coupon is deleted.  Once everything is entered go ahead and click “Save.”


Edit item Screen



 

Required Item Information

Reference Codes


Edit Reference Codes dialog box



· Any coupon that will be printed or turned into a scan-able barcode should have a short code created for it to be used alongside the internal UPC created when the item is created.  This reduces the barcode size and its footprint when printed.  This can be achieved by clicking on the “Edit” button next to the reference codes box, typing in the desired code, and click ‘Add New” and then “Ok.”  These codes are also searchable in the POS search box (so typing 1234 would bring back the item in the image above).




Item Attributes/Fields:


Item Name

· Should always be “Coupon” for searching purposes


Description

· Where the main description of the coupon goes


Vendor Code

· Required by all items, but not currently used for anything coupon-specific.  Using a specific vendor code for certain types of coupons would make coupons easier to track, for instance on vendor code for mailed coupons, another for magazine coupons, and so on.


Extended Category

· This selection directly controls how the coupon behaves in a sale and how the “List Price” field affects the coupon’s value

o COUPON-ITEM-DIRECT (C00)
§ Can be applied to a selected item for a dollar amount discount
o COUPON-ITEM-PERCENTAGE (C01)
§ Can be applied to a selected item for a percentage discount
o COUPON-SALE-DIRECT (C02)
§ Can be applied to a sale for a dollar amount discount
o COUPON-SALE-PERCENTAGE (C03)
§ Can be applied to a sale for a percentage discount
§ MUST be applied after all items are scanned into transaction.  If items are added after a sale percentage coupon is used then they will not be discounted the percentage.  This could potentially be useful if you ever wanted to discount an entire brand or type of item (scan all applicable items, use coupon to take percentage off, then scan non-applicable items)


Primary Type

· This will always be set to “Frequent Buyer Award”


List Price

· How this number behaves will depend on coupon’s “Extended Category” selection

o COUPON-ITEM-DIRECT (C00) + COUPON-SALE-DIRECT (C02)

§ The list price amount will be the amount in dollars you want the coupon to discount

o COUPON-ITEM-PERCENTAGE (C01) + COUPON-SALE-PERCENTAGE (C03)

§ The list price amount will never be more than $1.00.  Percentage is determined by number of cents.

· Example: $0.20 = 20%, $1.00 = 100%


Cost Price

· This will always be $100.00

· Represents 100% of item price when “Departmentalized” is checked


Start Selling Date

· A start selling date is important for any item and should always be set when creating a coupon.  This doesn’t have to be exact but should at least be set to something approximate such as the first of the month during which you’ll start using it.

· Setting a start sell date will also boost a coupon up in search results, as newer items are more pertinent.  Setting a start date will allow current coupons to be searched regularly, rather than having to use the F2 search every time.


Stop Selling Date

· A stop sell date should be set whenever a coupon is deprecated or canceled.    This will make it obvious when a coupon shouldn’t be used any longer.

Taxable

· When NOT CHECKED as taxable then the percentage discounted will only include item price, not item price and tax

· When CHECKED as taxable the discount will also discount for the amount of tax associated with the discounted amount

o Example: A coupon discounting 10% that ends up being a $0.50 discount will also discount $0.50 worth of tax


Departmentalized

· Should ALWAYS be checked for coupons



 

Creating Coupon Barcodes

When it’s necessary to create barcodes for a coupon there are several tools to use.  Typically we use a free barcode generator located at https://www.free-barcode-generator.net/code-128/ .  Code 128 is the desired barcode type as it contains plain numbers/text.  Sometimes a publisher or print company can create barcodes for you so long as you send them the necessary codes.

Code length comparison:


 



If using an online tool like the one listed above, when the barcode is generated you will typically have an option as to what file format and size you want to download the barcode in.  This format should be vectorized (EPS, AI, or PDF sometimes).  EPS is a standard vector format and many companies will be able to use AI files as well.  This will allow barcodes to be printed at any size but remain crisp and scannable at the point of sale.



Price Matching (Take % off, Change Price)


Uses

· Price matching competitors

· Adjusting price for damaged item

· General-purpose discounting

 

Clicking on the “Take % Off” (CTRL + 5) or the “Change Price” (F11) buttons will bring up a prompt for a percentage amount or a dollar amount (respectively) and require the user to enter a reason as to why the price is being adjusted.

· Change reasons are customizable at a location level

· Change reasons are stored with the item they are applied to and are trackable in a broad sense

o Example:  We can search for all items that have had a “Damaged Discount” applied, but don’t keep track if the discount was a percentage or a dollar amount

· Discounts *can* be applied multiple times to a single item, though this shouldn’t ever have a practical use.  If an item has a discount applied but it must be changed it is best to delete the item from the transaction and add it all over