====== Using coupons in POS ====== ~~CONTEXTID:294~~ ~~OLDHREF:usingcouponsinpos.html~~ Here is the video that covers this content: [[pos1:newtopic53:vidcouponpos|How To Create And Use A Coupon In The POS]] **Coupons** are a great way to offer discounts on items. Before being able to use a coupon, they must first be set up in the Point Of Sale. ===== How To Set-up Coupons In Pos ===== - From the POS Hub, select the **More** button. \\ {{libertyreact:lib:newitem2652.png|NewItem2652.png}} - Login if prompted. \\ {{libertyreact:lib:newitem2651.png|NewItem2651.png}} - Select the **Coupons** button. \\ {{libertyreact:lib:newitem2650.png|NewItem2650.png}} \\ The **Maintain Coupons** dialog box opens. \\ {{libertyreact:lib:newitem2649.png|NewItem2649.png}} - Highlight and select the **Edit** button, or select the Add button to open the details of the coupon. Select the Delete button to remove a coupon from the system. \\ Note: You can not delete a coupon that has been used for Accounting Purposes. \\ The **Coupon** Details dialog box will open. \\ {{libertyreact:lib:newitem2648.png|NewItem2648.png}} * **Coupon Type** : This drop down allows you to select the type of coupon you are creating: * **Variable Amount** : User must enter the dollar amount of the coupon each time it is redeemed. * **Flat Amount** : **Coupon** is for a specific amount, such as $1.00, $2.00, $3.00 etc. * **Percentage** : **Coupon** is for specified percentage off the purchase, such as 5%, 10%, 15% etc. * **Split With Consignor** : The consignor split is calculated on the discounted selling price of the item, rather than on the full selling price of the item. \\ Note: With the Split with consignor coupon type, both the store and the consignor will take their price code split percentage off of the new discounted price. \\ {{libertyreact:lib:newitem2647.png|NewItem2647.png}} * **Description** : Enter a description for the coupon you are creating. \\ {{libertyreact:lib:newitem2646.png|NewItem2646.png}} * **Amount** : Use the amount field to enter the value of the coupon, based on the selected **Coupon Type**. \\ {{libertyreact:lib:newitem2645.png|NewItem2645.png}} * **Active On** : Use the Activate On field to specify a date when this coupon will be available for use. \\ {{libertyreact:lib:newitem2644.png|NewItem2644.png}} * **Expires** : Use the **Expires** field to select the date on which this coupon will expire. \\ {{libertyreact:lib:newitem2643.png|NewItem2643.png}} * **Maximum Value** : The **Maximum Value** is the maximum, amount the coupon will take off the sale. \\ {{libertyreact:lib:newitem2642.png|NewItem2642.png}} * **GL Account and GL Account Type** : These are used when exporting data to QB. See Quickbooks Link for more details. \\ {{libertyreact:lib:newitem2641.png|NewItem2641.png}} * **Tax Type** : Use the **Tax Type** drop down to assign a specific tax type to the coupon. \\ {{libertyreact:lib:newitem2640.png|NewItem2640.png}} * **Active (Check Box**) : Use the Active check box to indicate that this coupon is now active in the system. If this field is not checked, the coupon cannot be used. - Click **Save** button to save your changes and exit. \\ {{libertyreact:lib:newitem2639.png|NewItem2639.png}} ===== Apply a Variable Amount Coupon ===== - From the POS, ring up the items. See [[pos1:overview:posoverview1|Point Of Sale Overview]] for more details. \\ {{libertyreact:lib:newitem2638.png|NewItem2638.png}} - Select the **Coupon** button. A drop down with available coupons appears. \\ {{libertyreact:lib:newitem2637.png|NewItem2637.png}} - Select the **Variable Amount** **Coupon**. \\ {{libertyreact:lib:newitem2636.png|NewItem2636.png}} - Enter the coupon amount to be applied to the sale., then press the **OK** button at the bottom. \\ {{libertyreact:lib:newitem2635.png|NewItem2635.png}} - The coupon is applied to the sale and the amount is deducted from the total. \\ {{libertyreact:lib:newitem2634.png|NewItem2634.png}} \\ Note: Be sure to enter the items into POS prior to click on the coupon button and selecting your coupon option. - Select the **Payment Type** and select the **Finish** button when done. \\ {{libertyreact:lib:newitem2633.png|NewItem2633.png}} ===== Apply a Flat Amount Coupon ===== - From the POS, ring up the items. See [[pos1:overview:posoverview1|Point Of Sale Overview]] for more details. \\ {{libertyreact:lib:newitem2632.png|NewItem2632.png}} - Select the **Coupon** button. A drop down with available coupons appears. \\ {{libertyreact:lib:newitem2631.png|NewItem2631.png}} - Select the **Flat Amount** **Coupon**. \\ {{libertyreact:lib:newitem2630.png|NewItem2630.png}} \\ The coupon is automatically added to the sale with the corresponding amount when the coupon was created. \\ {{libertyreact:lib:newitem2629.png|NewItem2629.png}} \\ The coupon is applied to the sale and the amount is deducted from the total. - Select the **Payment Type** and select the **Finish** button when done. \\ {{libertyreact:lib:newitem2628.png|NewItem2628.png}} \\ Apply a **Percentage** **Coupon** - From the POS, ring up the items. See [[pos1:overview:posoverview1|Point Of Sale Overview]] for more details. \\ {{libertyreact:lib:newitem2627.png|NewItem2627.png}} - Select the **Coupon** button. A drop down with available coupons appears. \\ {{libertyreact:lib:newitem2626.png|NewItem2626.png}} - Select the **Percentage** **Coupon**. \\ {{libertyreact:lib:newitem2625.png|NewItem2625.png}} \\ The coupon is automatically added to the sale with the corresponding percentage when the coupon was created. \\ {{libertyreact:lib:newitem2624.png|NewItem2624.png}} \\ The coupon is applied to the sale and the amount is deducted from the total. - Select the **Payment Type** and select the **Finish** button when done. \\ {{libertyreact:lib:newitem2623.png|NewItem2623.png}} \\ Apply a **Split With Consignor** **Coupon** - From the POS, ring up the items. See [[pos1:overview:posoverview1|Point Of Sale Overview]] for more details. \\ {{libertyreact:lib:newitem2622.png|NewItem2622.png}} - Select the **Coupon** button. A drop down with available coupons appears. \\ {{libertyreact:lib:newitem2621.png|NewItem2621.png}} - Select the **Split With Consignor** **Coupon**. \\ {{libertyreact:lib:newitem2620.png|NewItem2620.png}} \\ The coupon is automatically added to the sale with the corresponding percentage when the coupon was created. \\ {{libertyreact:lib:newitem2619.png|NewItem2619.png}} \\ The coupon is applied to the sale and the amount is deducted from the total. - Select the **Payment Type** and select the **Finish** button when done. \\ {{libertyreact:lib:newitem2618.png|NewItem2618.png}} Note: **Coupon** is for an equal split between the store and the store based on the percent entered. ==== Next Article In Section ==== Click the following link to move to the next article in this section: \\ [[:pos1:pointofsaleindepth:acceptingpayments:removepayment|Remove a Payment From a Sale]] ==== Related Topics ==== [[pos1:pointofsaleindepth:acceptingpayments:usingcouponsinpos]] [[pos1:newtopic53:vidcouponpos]] [[pos1:overview:posoverview1]] [[pos1:pointofsaleindepth:acceptingpayments:acceptacashpayment]] [[pos1:pointofsaleindepth:acceptingpayments:acceptacheckpayment]] [[pos1:pointofsaleindepth:acceptingpayments:acceptacreditcardpay]] [[pos1:pointofsaleindepth:acceptingpayments:acceptingcoupons]] [[pos1:pointofsaleindepth:acceptingpayments:acceptingpayment]] [[pos1:pointofsaleindepth:acceptingpayments:cancellayaways]] [[pos1:pointofsaleindepth:acceptingpayments:giftcertificates]] [[pos1:pointofsaleindepth:acceptingpayments:layaways]]