275 lines
16 KiB
HTML
275 lines
16 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Discount Pricing: Set Up or Edit a Coupon</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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padding-left:10px; }
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span.hcp5 { font-weight:bold; }
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ul.hcp6 { list-style:disc; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Discount Pricing: Set Up or Edit a Coupon</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pm_coupons_oview.htm">Using Store Coupons: Overview</a></p>
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<div class="droptext" id="POPUP273297163" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="../qbpos_company_preferences/companyprefs_discounts.htm">Print coupons on sales receipt (preference)</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Redeem coupons on sales</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access Price Manager<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<div style="float: none;">
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Info-Line">To add or edit a store coupon:</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Tip: Create new coupon by copying an existing one <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP246550984" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p>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 <span class="hcp5">Copy</span>. Edit as necessary and save.</p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Access Price Manager and then:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List"><span class="hcp5">To add a coupon</span>:  Select <span class="hcp5">Set Up Coupon</span> from the overview page (or <span class="hcp5">New Discount</span> from your Discount Pricing list).</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List"><span class="hcp5">To edit a coupon</span>:  Display your Discount Pricing list, select the coupon and then select <span class="hcp5">Edit</span> from the window toolbar.</p>
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</li>
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</ul>
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<p class="Help-Indent">The Discount wizard is opened. Use the <span class="hcp5">Next</span> and <span class="hcp5">Previous</span> buttons to navigate through the wizard pages.</p>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp5">Coupon Rules page</span>: Enter or edit the following. <a class="dropspot" href="javascript:TextPopup(this)" id="a7">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP274947463" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/coupon_wizard_rules.gif" alt="Coupon Rules" width="420" height="311" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<ul class="hcp6">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp5">Discount</span>: Specify either <span class="hcp5">% Off</span> (percentage) or <span class="hcp5">$ Off</span> (dollars) off and enter the percentage or dollar discount to be applied.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp5">Barcode</span>: Accept the program-generated barcode or scan/enter one of your own in this field.</p>
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</li>
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</ul>
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<p class="Help-Indent" style="margin-left: 96px;"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Tip: Use coupon barcodes in other applications <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP275710220" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p>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.</p>
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<p><span class="hcp5">Note</span>: 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.</p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Indent" style="margin-left: 96px;"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Tip: Honor manufacturer or competitor coupons <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP273412011" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p>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!</p>
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<p><span class="hcp5">Note</span>: 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.</p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<ul class="hcp6">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp5">Expiration Date</span>: 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.</p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp5">Price Level page</span>: Specify the <a href="../qbpos_inventory/inven_pricelevels.htm">price level</a> or price levels to which the coupon will apply. <a class="dropspot" href="javascript:TextPopup(this)" id="a6">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP275647424" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/discount_pricelevelselection.gif" alt="Select Price Levels" width="380" height="282" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<p class="Help-Indent">The coupon will not apply to sales made at price levels other than what is selected here.</p>
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<p class="Help-Indent">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.</p>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp5">Choose Items page</span>: Tell Point of Sale what items qualify for the coupon discount.  <a class="dropspot" href="javascript:TextPopup(this)" id="a10">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP275563497" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/discount_choose%20items.gif" alt="Choose Items for Discount" width="418" height="290" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<p class="Help-Indent">You can choose all items, items from a specific department or vendor, items with a particular name, or select <span class="hcp5">Custom</span> to enter filter criteria to select other groups of items.</p>
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<ol start="5" style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp5">Review Items page</span>:  If you selected <span class="hcp5">Custom</span> on the previous page or if you are editing a previous coupon, a list of the included items is displayed for your review.  <a class="dropspot" href="javascript:TextPopup(this)" id="a8">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP275691838" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/discount_reviewitems.gif" alt="Review/select Items for Discount" width="435" height="322" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<p class="Help-Indent">If this is a new coupon, click <span class="hcp5">Apply Filter</span> to enter filtering criteria to populate the item list. Click <span class="hcp5">Help</span> on the Filtered View window for additional instructions.</p>
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<p class="Help-Indent">By default, all items listed are included in the discount. If necessary, clear item checkboxes to remove items.</p>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp5">Name and Notes page</span>: 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.</p>
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</li>
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</ol>
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<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a9">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP248025914" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/discount_name.gif" alt="Enter Discount Name and Notes" width="408" height="303" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div><!--<p class="Help-Indent"><a href="qbpos:helppopup.6494">About discount names<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p>-->
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<ol start="7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp5">Finish</span>. The wizard is closed.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">(Optional) In company preferences, set options for <a href="../qbpos_company_preferences/companyprefs_discounts.htm">printing the coupon on sales receipts</a>.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp6">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If you attempt to add an item that is included in another active discount, you will be blocked or warned. Read the <a href="pm_discountprice_tips.htm">rules</a> about adding the same item to more than one discount.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">"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.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(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.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Applying discounts to sales</a></p>
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p>-->
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<!--<p class="Help-Indent"><a href="qbpos:helppopup.6494">About discount names<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p>-->
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<!--<p class="Help-Indent"><a href="qbpos:helppopup.6494">About discount names<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p>-->
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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</body>
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</html>
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