How to Create and Edit a Coupon

Modified on Fri, 01 Mar 2024 at 03:00 PM

How to Create a Coupon

To create a coupon, go to Promotion Management, choose a promotion, and click “Add Coupon.” This will open the coupon form.

Example: coupon form

Hovering over most fields will show a brief description of the setting. The Coupon Summary and Validation sections will update to summarize the settings and any necessary corrections.

The settings are grouped into sections:

Section	Description
Basic	General settings, description, and the coupon type
Discount	The discount type and amount
Items	The eligible items, and how many will be discounted
Minimum Transaction Requirements	The minimum required transaction total or eligible item total (optional)
Maximum Transaction Requirements	The maximum allowed transaction total or coupon value, and how many times a coupon can be redeemed per transaction (optional)
Usage Limits	How many times a coupon can be redeemed (optional)
Stacking	The order that multiple coupons would apply in a transaction (optional)
Customer Price Code	Limit the coupon to specific customer price codes
Bottom of Form	The coupon start and end dates, valid stores, and promotion details Note: only in the coupon settings when creating a coupon, can be updated by editing the promotion.

Note: in order for a coupon to work, it needs to have valid start and end dates and also be in an active promotion. Read more about coupon redemption and editing promotions.

Example: coupon settings grouped into sections

How to Edit a Coupon

To edit a coupon, go to Promotion Management, choose the promotion, and double click the coupon UPC. You can also search for the coupon by it's code or UPC and double click it from the item listing screen, it will open the same coupon form. Edit a coupon to change the coupon settings or eligible items.

Example: double click the UPC in promotion management to edit the coupon

Note: the store(s) the coupon is in and the coupon start and end date are at the promotion level. To change these, you will need to edit the promotion.