Coupon Options Screen

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Overview

This screen is opened when the [Edit] button next to the Coupons line of the pricing summary on the Pricing Tab of the Orders screen is clicked. It's purpose is to allow the user to select a pre-defined "virtual" coupon and apply it against an order total. Refer to the Knowledge Base topics, Coupons, and Add/Edit Coupon Screen for information about creating coupons in the Order Manager.

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Description of the Coupon Options Screen

Figure 1: Coupon Options Screen (Set Discount Options)

Coupon Drop-down List

this field provides a list of coupons that have been defined within the Order Manager, which includes the starting and ending dates in which the coupon is valid

No coupon Check Box

when a coupon is selected from the drop-down list, this box is automatically un-checked by the program
used to revoke a coupon that has been added previously

OK Button

click this button to complete the process of applying a coupon to the currently viewed order
the coupon is added as a line item individual items listed on an order in the Order Details section of the Orders screen
the value of the coupon is also reflected in the Coupon line of the pricing summary; to have coupons print on a customer invoice (sales receipt), use any of the invoice report templates except Invoice - Simple
the Grand Total of the order is reduced by the coupon amount

Cancel Button

click this button to abort the process of applying a coupon to the currently viewed order

Adding a Coupon to an Order

Click the [Edit] button next to the Coupon line on the pricing summary of the Orders screen.
The Coupon Options screen opens. If coupons have been defined in the program, the drop-down list will be populated with a their names, as well as start and end dates. The No coupon check box will be un-checked.

Figure 2: Pricing summary of the Orders screen - adding a coupon to an order

Choose the desired coupon from the drop-down list and click the [OK] button.
The order must meet the criteria specified when the coupon was created before it will be applied against the order total. For more information refer to the Coupons topic in the Knowledge Base.
The coupon will appear as a line item on the order and the Coupon line of the pricing summary will reflect the value of the coupon in the Revised column.

Revoking a Coupon that is already Applied to an Order

Open the Orders screen and navigate to the order in question.
Click the [Edit] button next to the Coupon line of the pricing summary.
Select the ID of the coupon to be revoked from the drop-down list.
Check the No coupon box.
Click [OK] to proceed.
The Coupon line of the pricing summary and the order total are adjusted accordingly.
The line item for the coupon remains in the Order Details section of the screen, however, it has "Coupon disallowed" in the description field instead "Discount" and the ID of the coupon and the value of the coupon is added.

Created: 9/30/11

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