How to use Coupons

Tracking a $ Dollar Value Coupon

  1. Create a record or item in the Products File by clicking on the New Item button in the top right.
    Tip: you can change the generated product number to be something unique and easy to remember such as, CPN-20, Disc-C20, or Coupon20, etc.
  2. Enter a Description, e.g. Coupon for $20 off, or Coupon valid until 6/30/20.
  3. Select the Category as “Discount” or add the Category “Coupon”.
  4. Under the Pricing tab, in the Retail field, enter the dollar amount as a negative, e.g. -20
  5. In the IN field, enter the number of coupons that were printed.

Tracking a % Percentage Value Coupon

  1.  Create a record or item in the Products File by clicking on the New Item button in the top right.
    Tip: you can change the generated product number to be something unique and easy to remember such as, CPN-20, Disc-C20, or Coupon20, etc.
  2. Enter the Description, e.g. “Coupon for 20% off”.
  3. Select the Category as “Discount”.
  4. Under the Pricing tab, leave the Retail field blank; you cannot enter a percentage amount. Instead, the percentage discount must be added manually onto the invoice.

Entering a Coupon on an Invoice

  1. Create an invoice as usual and enter the Item(s) sold to the customer.
  2. In the next available line, enter the discount item you created in the Product File, e.g. “Disc-G”.
    All of the fields will auto fill and the amount will be a negative if a $ dollar value coupon. If it is a percentage coupon, the discount amount will be blank (except for the amount if you left it blank).
  3. If this is a percentage coupon, then you will need to apply the discount to all of the items on the invoice, e.g. click Apply button and select the correct percentage. Or manually enter the percentage onto the item is is applied to.
    The amount of Savings is shown beside each individual item and nothing is entered into the coupon field. The adding of the coupon identifies why the discount was given and also tracks it’s usage.