Create a Discount Coupon

Main Menu > Products

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

  • Coupons are not considered payment: they are, in fact, discounts.

  • Two types of discount coupons are available:

    • Dollar-value Coupon

    • Percentage-value Coupon

How to Create a Coupon

How to Create a Dollar-Value Coupon

  1. On the Main Menu, in the Product section, click the New Product button.

  2. In the Item field, enter the coupon name but keep it simple and code-like. For example  CU50  could be used for a $50 off coupon.

  3. A dialog appears asking you confirm the change in item number.

  4. Click Yes.

  5. In the Title or Desc field, enter a short message to the customer (this is displayed on the Invoice) such as  You saved $50 today! 

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

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

  8. In the Qty On Hand 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

Important: Percentage discounts must be manually added to an Invoice.

  1. On the Main Menu, in the Product section, click the New Product 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 and this field only accepts dollar values.

    The percentage discount must be manually added to the Invoice.

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

 

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