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The possibilities for coupons are endless in the system. When you create a coupon, you'll set a Trigger (what or how many the customer is required to purchase) and an Award (what benefit the customer gets after reaching the Trigger). For example, for a Buy 2 Get 1 Free coupon, the Trigger would be purchasing 2 of the same item, and the Award would be a free third item. These are called Electronic Coupons because they work entirely within the Front End. They do not require the customer to have a physical, printed coupon. 

Before you create a coupon, go to Administration > POS Manager > Security > Initial Setup, then make sure that Enable Electronic Coupons is set to Yes.

Read these articles to find out how to set up different types of coupons.

• Automatic Coupons
• Coupons by Vendor or Department
• Product Group Coupons
• Mix & Match Coupons with Product Groups

To make any of these coupons, first go to Customers and Discounts > Electronic Coupons.

Coupon Editor

For every coupon you create, you'll configure the basic details directly in the Electronic Coupons Editor, as described below.

1. Name* — Enter the Name for your coupon that will be easy to understand at a glance. For example, Produce $5 Off will tell the cashier quickly whether or not it's the coupon the customer needs.
2. Description* — Enter the Description and include type out any important information about the coupon.
3. Valid From / Valid To — Enter the starting and ending date this coupon can be used.
4. Limit Per Order — Enter the maximum quantity of the item the coupon will cover. 
5. Priority — Note where in the order this coupon should apply to a transaction if the customer is using multiple. 1 would mean this coupon should be prioritized first, 2 would mean second, 3 would mean third, and so on.

*Required Field

Regular Triggers

There are two major types of Electronic Coupons: Regular coupons you use the normal way in the system, which trigger and are applied whenever the necessary conditions are met. Bounce Back coupons work differently, their setup is described below, and will either print on receipts or you can send them through SMS to encourage customers to come back soon. Read on to learn about each Trigger for your Regular Electronic Coupons.

1. Minimum Total — This makes a coupon that will trigger when the customer's transaction reaches a specified dollar amount. The Minimum Total Trigger is useful for coupons like "$10 off $40 purchase."
2. UPC — Use the UPC Trigger if you want to create a coupon for a specific Product.
3. Department — The Department Trigger helps you apply coupons for specified Departments (you can add more than one, if needed), so a customer can get a discount if they purchase something from a specified Department. For example, a customer could get a discount if they buy any item in the Baked Goods Department.
4. Section — The Section Trigger is similar to the Department trigger, but instead applies to Sections of Departments, and you can specify as many Sections as needed.
5. Vendor — You can mark discounts for products from one or more Vendors using the Vendor Trigger.
6. Product Group — If you have created Product Groups, you can specify one or more in the Product Group Trigger for coupons. 
7. Tenders — You can set the coupon to trigger based on a dollar amount or quantity being paid for with a specific Tender type.

Regular Awards

Awards give customers a certain benefit when their transaction meets a Trigger. Here’s what each Award does: 

1. Cash Back — The Cash Back Award sets the coupon’s award as money “given back” to the customer by reducing the price. For example, setting up a “$10 off $40 Purchase” coupon would first require you to create a Cash Back Award and set it at $10.

2. UPC — Use the UPC Award if you want to reduce the price of an item as the coupon’s award. For example, let’s say you’re creating a coupon that gives customers half off for a plain muffin if they buy a cup of coffee. You’d create a Trigger with the coffee’s UPC; then you’d open a new UPC Award, enter the muffin’s product code, and set up the price reduction.

3. Department — The Department Award lets you set a coupon that awards customers a lower price for all items in a Department. Instead of just offering a discounted plain muffin like the example above, you can extend the award to all baked goods at your store. Just open a new Department Award, select a Department, and set up the price reduction.

4. Section — The Section Trigger is similar to the Department one, but instead applies to Sections of Departments. You can specify as many Sections as needed.

5. Vendor — You can award discounts for products from one or more Vendors with this Award. For example, a Vendor Award coupon could give the customer a free can of soda from a certain vendor as long as they meet the Trigger.

6. Product Group — If you have created Product Groups, you can specify one or more in the Product Group Award for coupons. This works similarly to the Department, Section, and Vendor Awards. 

Bounce Back Coupons

Bounce Back Coupons work differently than standard ones: The Triggers and final Awards are the same, but this type of coupon involves a two-step process: You'll create two coupons, one to Trigger a coupon code, and the other that will use the code as the trigger to get the Award at checkout in the Front End. The goal with these coupons is to give your customers incentive to come back soon after a purchase.

Step One: The Bounce Back Trigger Coupon

First, the customer will trigger the Trigger Coupon using identical triggers to those described above, but instead of applying an award right away, the initial step's award is a Bounce Back Code. This code will either be sent to the customer via SMS, will Print on the receipt of the transaction that resulted in the Bounce Back Code, or you can click the Send SMS button pictured below to manually send the code to a customer whenever you want (they won't need a triggering transaction, you're just giving them the code).

When creating your Trigger Coupon, the Triggers will be identical to the ones described above, but in the Awards area, you'll click to create a Bounce Back Code. The system will give you a unique code every time, and in the near future we will add tracking for codes into your reporting. 

Once you have the code, if you want to just send it to the customer immediately, you can click the Send SMS button and the system will send it to your customers, as in the example below from the SMS Report.

If you are not sending it out immediately, you will need to continue to the next step and create the Award Coupon.

Step Two: The Bounce Back Award Coupon

When you create the Award Coupon , the trigger will be the Bounce Back Code you created for the Trigger Coupon (there are no other Trigger options, as pictured below). The Award can be any of the standard Awards described above. 

When you click to create the Bounce Back Code trigger, clicking in the empty field will give you a drop-list of previously created codes, and you can click on the one you need.

Redeeming Bounce Back Codes in the Front End

When the customer comes in with their Bounce Back Code, in the Front End you will click on Manager Functions and in the lower right, click Bounce Back Coupons. 

Enter the Bounce Back Coupon Code into the field and click the Apply button to apply it to the Register. 

That's it, you're all set!

Related Articles

Automatic Coupons

Coupons by Vendor or Department

Product Group Coupons

Mix & Match Coupons with Product Groups

Frequently Asked Questions

Q: I have a question, but I can't find my answer here. How do I get more assistance?

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