Setting up Coupons

Problem: How to Create and Manage Coupons in Erply
 

Solution 1: Creating a Coupon
 

1. Navigate to Coupon Rules:
   • In the Erply Back Office, go to Retail Chain -> Coupon Rules.
      
2. Create a New Coupon:
   • Click New to start creating a new coupon.
      
3. Set Coupon Parameters:
   • Name: Enter a descriptive name for the coupon.
   • Code: Choose a unique code that customers can use to redeem the discount.
   • Issue Period: Define the validity period of the coupon. Leave the "Until" field blank if you do not want the coupon to expire.
   • Store: Select the store(s) where the coupon can be redeemed.
      
4. Define How the Coupon is Issued:
   • Manually: Coupons must be activated manually, such as by scanning a barcode or entering a code.
   • According to Rules: Set conditions for the coupon to apply:
     • Purchase Sum: Coupon applies when a customer spends a certain amount.
     • Total Amount of Reward Points: Coupon consumes loyalty points (define the number of points required).
     • Exceeds: Set a balance requirement (dollars or reward points) for the coupon to activate.
        
5. Print Coupon Options:
   • Automatically: Coupon will print automatically after a transaction.
   • Ask Each Time: Erply will prompt you to print a coupon after a transaction.
      
6. Select the Promotion:
   • Choose which promotion the coupon will apply to.
      
7. Specify Reward Points Consumption:
   • Define how many reward points this coupon will consume (leave blank if none).
      
8. Save the Coupon:
   • Click Save. Erply will show a status message indicating if the coupon is active.

Solution 2: Linking a Coupon to a Promotion
 

1. Navigate to Promotions:
   • Go to Retail Chain -> Promotions in the Back Office.
      
2. Create or Edit a Promotion:
   • When creating or editing a promotion, you have the option to associate an existing coupon.
3. Associate the Coupon:
   • Ensure that the coupon is presented and all coupon rule requirements are met for the promotion to be redeemable.
      

Solution 3: Reporting on Coupon Usage

1. Access Coupon Reports:
   • Navigate to Reports -> Coupons, Gift Cards.
      
2. View Coupon Details:
   • Select Coupons, Gift Cards and Store Credit Report to view information on all coupons issued and redeemed within a specified time range.
      
3. Locate Coupon Identifier:
   • Go to Retail Chain -> Issued Coupons to find a coupon’s unique identifier.
   • Click on a coupon to view details such as store location, register, cashier, etc.
      

Solution 4: Manually Adding and Printing Coupons at the POS
 

1. Add a Coupon to an Order:
   • At the POS, select Coupons Sales.
   • Scan the coupon code or manually enter the coupon’s serial number. The coupon will apply if the sale meets the requirements.
      
2. Print a Coupon:
   • Click on Print Coupons.
   • Select a coupon from the list and click the “printer and paper” button to print.
      
3. Reprint Issued Coupons:
   • Go to Recent Sales.
   • Find the invoice and click on Print Coupon to reprint.
      

Solution 5: Managing Unused Coupon Alerts
 

1. Disable Unused Coupon Popup:
   • Navigate to POS Settings -> Configuration -> General.
   • Check the box for Disable Customer Unused Coupons Popup to prevent the alert from appearing when a customer with unused coupons is selected.
      
2. Reopen Unused Coupon List:
   • If needed, click on the COUPONS grid button to view unused coupons again.
      

Solution 6: Frequently Asked Questions
 

1. How Do I Know if a Coupon Has Been Used?:
   • Pull a coupon report in the Back Office to see which coupons have been used.
      
2. Can a Coupon Be Used for Multiple Promotions?:
   • No, a coupon can only be associated with one promotion at a time.