Coupons that are in the FieldStack database can exist in four main types that will apply discounts automatically without the need for price adjustment by the clerk:
When ringing in a coupon through the Point of Sale, the main rule is this:
- if the coupon is for a single item, it should be scanned immediately after the qualifying item is scanned
- if the coupon is for an entire transaction, it should be scanned at the end of the transaction in order to apply to all items
The discount value of the coupon- and the item to which it applies (if it is a single item coupon) or the description of the coupon (if it applies to the entire transaction) - will both appear in the coupon's line item, in order to allow you to determine what the coupon applies towards, and in what amount.
Detailed Description of Coupon Types:
An "Item" type coupon assigns a discount to a single item. In this case, you will want to scan the coupon immediately after the qualifying item is scanned, as it will assign its discount based on the item immediately before it in the transaction. When an item-type coupon is scanned, the artist name of the item on which the coupon is being used will appear in that coupon's transaction line in the POS:
In the above example, a $.50 discount was applied to the Faith No More / Real Thing item. This coupon was configured as a COUPON-ITEM-DIRECT, which means that it applies only to a single item and applies a direct discount for the dollar amount specified in the coupon's configuration.
Below is an example of a COUPON-ITEM-PERCENTAGE, set to 20% off for a single item:
Note that the discount amount is computed when the coupon is scanned, and that value becomes the discount value in the coupon line in the transaction.
COUPON-SALE-DIRECT coupons will apply a fixed discount to the entire transaction regardless of items in the transaction, or the order in which the coupon is scanned. This coupon type will not assume the item name but will simply apply a direct discount in the value for which the coupon is set, and the line item in the transaction will display the details for the coupon item. In the below example, a coupon called TEST COUPON was set up as a SALE-DIRECT coupon worth $10.00. Regardless of the items in the transaction, that coupon will only apply a $10.00 discount to the whole transaction each time it is scanned:
COUPON-SALE-PERCENTAGE coupons apply a set percentage-off to the entire transaction. Caution should be exercised when applying this coupon to ensure that if there are any restrictions on qualifying items, those items do not get a discount inadvertently applied. A COUPON-SALE-PERCENTAGE coupon will compute its value at the time it is scanned, so if all items in a transaction qualify, the coupon should be scanned at the end of the transaction so that all previous items can be calculated. If a SALE-PERCENTAGE coupon is scanned and then more items are added to the transaction, items entered after the coupon is entered will not be discounted. In the below example, a 10% off SALE-PERCENTAGE coupon named TEST COUPON has been scanned after the first three items have been added, and a fourth item was scanned after the coupon was scanned. Note that the first three items received the discount (10% of the sum of the first three items) but the fourth item was not included in the calculation because it was scanned afterwards:
There are other more complex capabilities offered by the SALE-PERCENTAGE coupon type, depending on the way it is configured; it can be set to only consider items from a certain manufacturer (e.g., a particular record label), items in certain categories only (e.g., only CDs, or only "movies"), or only items with a particular extended description line assigned to them in that item's configuration. It can also be set to not apply the discount unless a certain threshold is met, e.g., the transaction amount must be "a minimum of $50", or there must be "3 qualifying items" in the transaction. These capabilities would be established when the coupon was created.