Coupons

Creating Coupons

Main Menu > Products

Use the Products file to create coupons of various dollar demoninations or percentage discounts.

How to Create a Dollar Value Coupon

1. On the Main Menu, click the New Item button.

2. In the Item field, enter the coupon name but keep it simple and code-like. For example  CU10  could be used for a $10 off coupon.
   
   A dialog appears asking you confirm the change in item number.

3. Click Yes.

4. In the Title or Desc field, enter a short message to the customer (this is displayed on the Invoice) such as  You saved $10 today! 

5. In the Category field select Discount (or type it into the Category field if it is not in the drop down list).

6. In the Retail field, enter the dollar value of the coupon but as a negative value, e.g.  -10 

7. In the IN field, enter the number of coupons that were printed, e.g.  50 

Important: At no time should a coupon (which only represents a discount) be entered in the Enter a Payment section.

Now, you can add the coupon to any Invoice by clicking the Magnifying Glass icon and searching for CU10.

How to Create a Percentage Value Coupon

1. On the Main Menu, click the New Item button.

2. In the Item field, enter the coupon name but keep it simple and code-like. For example  CU20  could be used for a 20% off coupon.
   
   A dialog appears asking you confirm the change in item number.

3. Click Yes.

4. In the Title or Desc field, enter a short message to the customer (this is displayed on the Invoice) such as  Coupon for 20% off 

5. In the Category field select Discount (or type it into the Category field if it is not in the drop down list).

6. In the Pricing tab, leave the Retail field blank. you cannot enter a percentage amount. The percentage discount must be added manually onto the Invoice.

7. In the IN field, enter the number of coupons that were printed, e.g.  50