Create Coupon: Sales Item with Tag

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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 a sales item or purchase, for example.

In this How-To, we explain to you how to create a coupon which will be used with a sales item. To do so, it is crucial to link the coupon as well as the sales item with the tag.

The following steps show how to create a coupon for a Sales Item tagged Tea Time, which will be discounted by 5% for one week after issue. 

Create a Coupon

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. Tap on Plus.svg to create a new coupon.Bildschirmfoto_2022-08-05_um_10.15.43.png
  4. Select the option Sales Item with Tag. Bildschirmfoto_2022-08-05_um_10.16.42.png ⮕ The Type window opens.
  5. In the Discount-Driven Coupons section, select Defined % Discount on price. Bildschirmfoto_2022-08-05_um_10.17.23.png The Configuration window opens.
  6. Provide the following information:
    • Name of the coupon: add a name to the coupon.
    • Tag: select here the tag that should be linked to the coupon. You can select an already existing tag or create a new one via [+ Add Tag].
    • Discount: specify the percentage discount you want to give.
    • Expires: specify when you want the coupon to expire. 
    • Availability: specify the time periods for availability.
    • No customer required to redeem: enable this option if no customer is required for the issue or redemption. 
    • Can be issued multiple times per customer: activate this option if the coupon can be issued multiple times per customer.
    • Optionally restrict the coupon by tapping [+ Limitation]
      Here, you can limit the sales channel, the customer, the tags as well as the redemption period.
  7. Once you are done with all your entries, tap on [Next]. Bildschirmfoto_2022-08-05_um_10.19.26.png
  8. Optionally add images or descriptions.
  9. Tap on [Complete].Bildschirmfoto_2022-08-05_um_10.20.52.png ⮕ The Edit Coupon window opens. You can see the Coupon Target field that the coupon is linked with the tag Tea Time.
  10. Tap on [Activate].Bildschirmfoto_2022-08-05_um_10.21.49.png  ⮕ The coupon is created and active.Bildschirmfoto_2022-08-05_um_10.26.41.png
  11. Give out the coupon to your customers. To learn how to issue a coupon to your customers, see the How-To Issue Coupon to Customers.

Assign a tag to a Sales Item

Now assign the tag Tea time to the desired Sales Items.

  1. From the POS menu, select Sales > Sales Items
  2. Select the sales item you want to assign the tag to.Bildschirmfoto_2022-08-05_um_10.27.59.png
  3. Select the Info tab.
  4. Type in the Tags field.Bildschirmfoto_2022-08-05_um_10.28.48.png
  5. Choose the tag you have associated with the coupon. In our example, we choose the tag Tea time.
  6. Tap on [Apply].Bildschirmfoto_2022-08-05_um_10.29.34.png ⮕ The Tea Time tag is now assigned to the sales item and will be applied in combination with the previously created coupon.Bildschirmfoto_2022-08-05_um_10.30.34.png

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