Create Coupon

  • Updated

Coupons are popular marketing tools used to win new customers or to bring customers back into the shop who haven't made a purchase for a while. With such a voucher, customers receive a one-time discount on an item or purchase, for example.

The following steps show how to create a coupon for a Sales Item tagged Lunch, which will be discounted by 25% for one week after issue. 

Requirement: 

  • The requirement for a customer to be able to redeem a coupon is that their data is recorded during the payment process or selected from the existing customers.

The following steps show you how to create a coupon that links a Sales Item to a specific tag.

  1. From the POS menu, select Sales > Promotions.
  2. Open the Coupons overview.
  3. To create a new coupon, tap on [+].
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    The Item window opens.

  4. Select the Sales Item with Tag option.
    Bildschirmfoto_2021-07-08_um_12.09.59.png
    The Type window opens.

  5. In the Discount Coupons area, select the Fixed % discount on the price option.
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    The Configuration window opens.

  6. Enter the name, the day, the result of the coupon and the duration here.
    You also specify here whether a customer is required for the issue and redemption and whether this coupon can be issued more than once per customer. 
    Bildschirmfoto_2021-07-08_um_12.23.10.png
  7. Click on [Next].
    Bildschirmfoto_2021-07-08_um_12.25.38.png
    The Media window opens. 

  8. Tap on [Complete].
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    The Edit Coupon window opens.

    You can now activate the coupon directly, or save it as a draft and activate it later.
    Bildschirmfoto_2021-07-08_um_12.30.05.png
    The coupon has been created and is active.
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  9. Give the coupon to your customers.
    Now your customers can take part in this promotion.

Assign a tag to a Sales Item

Now assign the tag Lunch to the desired Sales Items.

  1. From the POS menu, select Sales > Sales Items.
  2. Select the Sales Item you want.
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  3. Select the Info tab.
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  4. Tap in the Tags field.
  5. Select the tag Lunch and tap on [Apply].
    Bildschirmfoto_2021-07-08_um_12.39.15.png
    The Lunch tag is now assigned to the Sales Item and will be used in combination with the coupon created earlier.

    Bildschirmfoto_2021-07-08_um_12.41.09.png
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