Sales Coupon Settings

Use this routine to establish settings for sales coupons that your customers use to apply discounts to sales orders. Each coupon must be associated with a sales discount code and they are tracked individually in STORIS. The coupons can override the percent or amount of their associated sales discount, as well as the dates the associated discount is active and the minimum subtotal required. Coupons can be set to be used once or many times. Settings on this screen work in conjunction with the sales discount settings. For example, coupons inherit location restrictions and the sales discount GL account from the sales discount settings. Coupons do NOT inherit the inventory formations from sales discount settings.

To create a new sales coupon, enter up to 20 alphanumeric characters to identify this coupon code. No special characters other than a hyphen are allowed. The ID you enter here cannot be the same as any existing sales discount codes.

To edit an existing code, enter the ID in this field. The remaining fields are populated with the coupon's data.

This mandatory setting links this coupon to the specified sales discount code. Click the Arrow button or Search button to select a discount code from the list. All discount types are available. You are not restricted to only discount codes that have the Only Available to Link to Coupons setting in Sales Discount Settings enabled.

If the "Discount is a" field in Sales Discount Settings is set to Percent for the associated discount, this field is active. Use this optional field to enter the percentage to discount an order with this coupon. You can enter six decimal places and up to 100.000000. The percentage must be greater than zero. If you enter a percentage here, it overrides the discount percent in the sales discount settings.

If the "Discount is a" field in Sales Discount Settings is set to Amount for the associated discount, this field is active. Use this optional field to enter the specific dollar amount of the coupon. You can enter up to 9999.99, with two decimal places. This Amount must be greater than zero. If you enter an amount here, it overrides the discount amount in sales discount settings for the associated code.

If the Override Discount Amount setting in Sales Discount Settings is checked, the Override Discount Amount window displays during order entry with the coupon amount as the default value. This amount can be adjusted to an amount greater than zero.

This optional field establishes a minimum purchase amount requirement that must be met in order to apply this coupon or its associated discount code. It applies to subtotal discounts as well as line discounts.

You can enter a positive number greater than or equal to zero and up to 99999.99 in this field. If you enter a minimum here, it takes precedence over the amount established in the Minimum Eligibility Required Amount$ field in the associated discount code. If you leave this field blank, the minimum required amount in the associated discount code is used. If you enter zero in this field, no minimum subtotal is required and this coupon can be used, even when the associated discount code contains a minimum purchase requirement.

The minimum purchase amount is calculated as the sum of the net line extensions of all line items on the order. The first discount is applied against the amount in the Subtotal field on Payment page of the sales order. The next discount is applied against the subtotal after the first discount is applied.

This requirement is validated when you save the sales order. If the subtotal amount does not meet the required minimum purchase amount, a manager override is required to proceed.

Use the optional Starting Date and Ending Date fields to determine the range of dates for which the coupon is valid. If you enter dates in both fields, this coupon cannot be used before the starting date or after the ending date. If you leave these fields blank, the coupon is valid for the range of dates specified in the associated sales discount. If you enter the starting OR ending date for this coupon, the dates for the discount code are not used. If you leave these fields blank in both the coupon and its associated sales discount, the use of this sales coupon is not restricted by date.

If you check this box, this coupon can be used multiple times, without limitations. If you leave the box blank (default setting), this coupon can only be used one time.

If the box is checked, it indicates that the coupon has been redeemed. If the Coupon Reusable field is not checked, and this field is checked, this coupon cannot be used again. If the Coupon Reusable field is checked, the coupon can be used again, even when this box is checked. If this check box is blank (default setting), it indicates that the coupon has not been redeemed. You can edit this field if necessary. For example, if you return, void, or adjust the order after this field is set to "redeemed", you can un-check the box to indicate that the coupon can be used.

When a coupon code is removed from all line items on an order or the entire order is deleted, this field is unchecked. If this field is checked and an order contains a completed line(s) when the coupon code is removed from all open lines, this field remains checked.