Voucher/Coupon

Feature Overview

The Coupon/Voucher feature is a widely used tool in e-commerce systems, sales software, service booking applications, and more, designed to attract customers and drive sales.

A Coupon/Voucher is a discount coupon or code issued by manufacturers or retailers as part of their promotion programs. Customers can use coupons when making purchases to receive a discount on their invoice compared to the standard purchase price. A Coupon Code is a type of coupon that uses a code to be entered at checkout in place of a physical voucher.

Path to the feature:

SALES --> PROMOTION --> COUPON/VOUCHER FEATURE

Coupon/Voucher Feature Screen

Step 1: In which “Filter”

- Branch: Select the branch for which you want to check the promotion program; allows viewing one or multiple branches simultaneously.

- Status: Status of the promotion program for Coupon/Voucher discount codes.

Issue: The promotion program has issued the relevant code.

Not issued: The promotion program has not issued the relevant code.

1. No.: Automatically incremented serial number.
2. Program code: Promotion program code created and managed by the End user.
3. Program name: Promotion program name created and managed by the End user.
4. Total invoice value: Applies to invoices with this value.
5. Branch: Branch where the above coupons/vouchers are valid.
6. Quantity: Total number of Coupons/Vouchers issued.
7. Form: The applicable type is coupon (%) or voucher ($).
8. From date -> to date: The period during which the coupon/voucher program is valid.
9. Created by user: The user logs into the system and creates the promotion program.

10. Action:
    1. View: View attribute information (Read Only):
    2. Edit: Editing is permitted for programs that are 'Not issued'; editing is not permitted for programs that have been 'Issued'.
    3. Delete: Deletion is permitted for programs that are 'Not issued'; deletion is not permitted for programs that have been 'Issued'.

This section displays detailed code information on the promotion program detail screen.

1. Detail: Displays information on which branch the code was used and at what time.
   1. No.: Auto-increment.
   2. Executor: Employee responsible for adding discount codes.
   3. Usage time: The time the discount code is used.
   4. Branch used: Branch where the code is used.
2. No.: Auto-increment number.
3. Code: Discount code.
4. Issue date -> expiration date: Code validity period.
5. Number of applications: Number of times a code can be used.
6. Code status: used or unused.
7. Value: Coupon (%), Voucher ($).
8. Action: Active / Cancel

Step 2: Create a new coupon/voucher discount program

1. General information:
   1. Program code: Promotion program code, controlled by the End user.
   2. Program name: Promotion program name.
   3. Description (note): Additional detailed information about a program to help the End user better understand the promotion program in use.
   4. Promotion type: 
      1. Coupon type (%): Promotion program offering a percentage discount.
      2. Voucher type ($): Promotion program offering a fixed amount discount.
   5. Apply to total invoice: Total invoice amount eligible for application.
   6. Maximum amount: For coupon discount codes, a maximum amount is applied to each valid code.
   7. Applicable Branch (code): Branch where the code is valid for addition.
   8. Application date: Validity period of the program.
   9. Product category: The promotion program is valid for the product category.
2. Content code setup: To control and track code content as required by the End user, there are two methods for generating codes for the program.
   1. The system automatically generates codes based on configuration setup information.

2. Process the import of a code list from external sources.

This concludes the guide for the Coupon/Voucher feature. Thank you for reading the guide from the Ordersys Team. We look forward to seeing you in future guides.