Discount Pricing: Set Up or Edit a Coupon

How Do I? | Using Store Coupons: Overview

Print coupons on sales receipt (preference)
Redeem coupons on sales
Access Price Manager
Customize my discount pricing list

Pro

To add or edit a store coupon:

Tip: Create new coupon by copying an existing one

If the coupon you want to create is similar to an existing one, the quickest way to add it is to copy the existing one. Go to your discount list and select the existing coupon, then select Copy. Edit as necessary and save.

1. Access Price Manager and then:

- To add a coupon: Select Set Up Coupon from the overview page (or New Discount from your Discount Pricing list).

- To edit a coupon: Display your Discount Pricing list, select the coupon and then select Edit from the window toolbar.

The Discount wizard is opened. Use the Next and Previous buttons to navigate through the wizard pages.

2. Coupon Rules page: Enter or edit the following. View Sample

- Discount: Specify either % Off (percentage) or $ Off (dollars) off and enter the percentage or dollar discount to be applied.

- Barcode: Accept the program-generated barcode or scan/enter one of your own in this field.

Tip: Use coupon barcodes in other applications

You can quickly copy your coupon barcode to the Windows clipboard using the button provided. You can then paste it into another application or in an e-mail to send to your customers.

Note: The ability to scan a copied/pasted bar code will vary with the application and printer used. Test your application, printer, and scanner to be sure coupons work before printing and distributing a large quantity. We also recommend you always include the actual numbers below the bar code so that you can manually enter it on a sales receipt if necessary.

Tip: Honor manufacturer or competitor coupons

You can honor (or even beat) a manufacturer's or competitor's using the Point of Sale coupon feature. Scan the barcode on the coupon into the Barcode field in the Set Up Discount wizard, and enter the discount, expiration, and item information. Now, when a customer brings that same coupon in, you can scan it on a sales receipt it will apply the discount you defined to the applicable items!

Note: Point of Sale does not include the ability to track sales using manufacturer's coupons for the purpose of redemption with the manufacturer. All discounts given by coupon are reported in one single category and, if applicable, are sent to QuickBooks financial software as a single discount category.

- Expiration Date: Optionally, select the check box and enter the last date on which the coupon will be accepted. After this date, cashier will receive a "coupon expired" message if attempting to use it.

3. Price Level page: Specify the price level or price levels to which the coupon will apply. View Sample

The coupon will not apply to sales made at price levels other than what is selected here.

Your Regular Price is pre-selected by default. Make changes by selecting or clearing the check box for each of your price levels. At least one price level must be selected.

4. Choose Items page: Tell Point of Sale what items qualify for the coupon discount. View Sample

You can choose all items, items from a specific department or vendor, items with a particular name, or select Custom to enter filter criteria to select other groups of items.

5. Review Items page: If you selected Custom on the previous page or if you are editing a previous coupon, a list of the included items is displayed for your review. View Sample

If this is a new coupon, click Apply Filter to enter filtering criteria to populate the item list. Click Help on the Filtered View window for additional instructions.

By default, all items listed are included in the discount. If necessary, clear item checkboxes to remove items.

6. Name and Notes page: A unique name is required for each active coupon. Use a descriptive name so you can easily find it later in your Discount Pricing list. Notes are printed on the coupon and can be used to summarize what items are eligible, restrictions that apply, a thank you, or whatever other information you may wish to include.

View Sample

7. Select Finish. The wizard is closed.

8. (Optional) In company preferences, set options for printing the coupon on sales receipts.

Notes:

- If you attempt to add an item that is included in another active discount, you will be blocked or warned. Read the rules about adding the same item to more than one discount.

- "All Items" means all items in inventory when the coupon is defined. New items you add to inventory after this are not automatically added to the list of eligible items for the coupon. If you want newly added inventory items to be eligible, return to the wizard and edit the item page to choose "All Items" again.

- (Multi-Store) The coupon record is sent to remote stores on your next Store Exchange. The remote stores can immediately begin printing and redeeming the coupons.

Related Topics

Applying discounts to sales