Coupons

It is possible to use coupons in the Order Manager. You can apply coupons to orders from within the system or you can import coupons with web orders as line item adjustments via the Internet (generally speaking, coupons are not supported if orders are imported via a text file). In this case, the XML Import file tells the Order Manager where to put the coupon when an order is imported. Therefore, you do not have to configure any settings in the Order Manager for this to happen.

How the Order Manager handles coupons after orders are imported depends on how the shopping cart stores the coupon information. In some cases, the Order Manager may not be able to distinguish between percentage off coupons and dollar off coupons in incoming order records. If so, it defaults to treating the coupon as if it was a dollar off. This means that if an order is changed after it is imported into the Order Manager, the program does not recalculate the order total as it would if the coupon was a percentage off. In this case, the only way to apply the percentage off coupon is to manually delete the line item adjustment in the View Orders screen and add the coupon to the order using the Edit button on the Pricing tab.

By default, the Order Manager applies coupons to orders before it applies sales tax. The program can support applying coupons after sales tax is applied but this specification must be written into the shopping cart's XML Import File. Contact Stone Edge Technologies for more information. To control how the program calculates the tax when taxable and non-taxable items are on the same order, see system parameter ProrateDiscountsForTaxes, which is available in version 5.913.

Create a Coupon in the Order Manager

Go to the Main Menu>Maintenance Menu>Setup Functions tab>Coupons button. The Coupons dialog box opens:

Click the Add button. The Add Coupon dialog box opens:

Enter a Coupon ID (required).
Enter a Start Date (required).
Enter an End Date (required).
Enter an amount in either the Percent Off or Dollars Off field. Note: Enter a Percent Off as "5%" or ".05" (without the quotes). If you enter "5" only, the program converts the number to 500% (5.00).
Enter a Minimum Order amount (required).
Enter a Maximum Discount amount (required).
Enter Notes about the coupon (optional).
Click OK. Your view returns to the Coupons dialog box where you can see the coupon details:

To edit an existing coupon, click Edit.
To delete an existing coupon, click Delete.
Click Close to exit the Coupons dialog box.

Apply a Coupon to an Order

You can apply coupons to orders one of two ways:

Click the Edit button next to Coupon on the Pricing tab of the View Orders dialog box:

The Coupon Options dialog box opens. Click on the drop down list to select a current coupon or click in the No coupon checkbox. Note: The drop down list only includes current coupons. If there are multiple coupons in the system but the Start Date is in the future, you cannot select it from the drop down list.

Click on the Coupon drop down list on the Payment tab of the Enter Orders Manually dialog box:

Note: The drop down list only includes current coupons. If there are multiple coupons in the system but the Start Date is in the future, you cannot select it from the drop down list.