There are two types of coupons 1. Gift coupons and 2. Customer credit coupons - these include "free" coupons.
Customer credit coupons can only be created from Front Counter - full service. You can create "customised" coupons for specific customers, or you can issue "standard" coupons. To create credit coupons you MUST apply them to an existing customer. Even if the customer is something like a "CASH" or "COUPON" customer. This is because the coupon is created as a special form of invoice - or credit. To create standard credit coupons the best idea is to first create a COUPON customer. This allows you to group all coupons together.
You may also create "free" coupons. Free coupons are coupons that you have to redeem because of an arrangement you have with another company. Or because the coupon has been won as a prize that you are obligated to redeem. Even though you did not issue it in the first place. Only create such free coupons when you need to establish that you have redeemed them and wish to obtain payment from the initial provider.
Coupons may be redeemed in one payment, or in increments. That is up to you. The redemption MUST be allocated to the relevant coupon. So you need to make sure the customer has the coupon with them. If you allow partial redemptions the total redemption to date displays on the coupon selection form and the coupon when it displays in invoice management.
If you intend to operate both gift and free coupons it is a good idea to create separate stock items for each type. This makes it easier to track how popular they are. It also makes it easier to produce a report to back the amount you wish to have reimbursed.
Credit coupons appear as follows in Invoice Management:
Note - credit coupons are visible in the customer invoicing form. They may not be edited and are clearly labeled as coupons. This enables you to track how many coupons have been issued. And whether they have been redeemed or not.
If you intend to issue standard (gift) coupons print off as many coupons as you need in a standardised form. The coupons must include the value, a description (this should match the coupon item description in the inventory), your business name and two blank fields - expiry date and number. You can also use the standard form for customised coupons - in that case make sure the amount field is blank.
Create standard (gift) coupons in the inventory so that they can be purchased. If you wish to allow customers to "draw down" the coupon's value you need to make sure the descriptions clearly show this can be done. Other wise the coupon must be created using the "invoicing" functions of Front Counter.
If someone buys a credit coupon process the sale as usual in Front Counter. Click the Generate Invoice/credit coupon button from the Other tender option from Front Counter.
Creating a gift coupon is done in two steps: 1) Create the coupon. 2) Enter the payment for the coupon.
First select the customer a credit coupon is for:
Click "Other tenders".
Click "Generate Invoice/Credit Coupon". The invoice generation form is activated:
When you click Accept the following form activates.
Then click the Credit Coupon button. The following form activates:
Click the Generate button The touchscreen payments form now appears as follows.
At this point you must complete the sale. Notice that the Coupon/EFTPOS and Cash/Coupon buttons now display EFTPOS and Cash. Payment must be by one of those. Or cheque.
If the coupon is one you are required to redeem, but have not sold, click the "Free coupon (prize, etc)" button. Free coupons are created with a sale type of "Free coupon" and are not included on the daily cashup. Although their redemptions are - as coupon redemptions. If you have arrangements that require you deal with such coupons it is a good idea to create a special customer just for such coupons. This makes it easier to identify the value of those coupons and how much you need to be reimbursed.
The Authorization field is to enable you to check who authorised the creation of the coupon. However you can use it as the identifying code for the coupon. Especially if you are also using preprinted coupons. It isn't required.
If you intend to give a customer a long time to redeem their coupons enter an expiry date well in the future. Place that date on the preprinted coupon. If it is a "customised" coupon you may also need to enter the value. Click Generate. Place the number displayed on the confirmation pop up on the coupon. This number is required when the customer returns to redeem the coupon.
You are returned to the payments processing form. The Invoice/Credit coupon field is now zero and the purchase price of the coupon is in the EFTPOS field. If that is correct click Accept. In the touchscreen form now click whichever payment method is prefered.
If you intend to issue standard (gift) coupons set up a "Coupon customer" and generate the required details under that. If you do this you need to access that "customer's" record to enter coupon redemptions. Using the same "customer" for all such coupons is much simpler, and quicker, than creatting a new customer record for all such coupons.
Coupon redemption defaults to the full value of the coupon if the total of the sale exceeds the total value of the coupon. For example: You issue, or record, a coupon to the value of $50.00. The customer comes in and buys goods to the value of $65.00. The default is to allocate $50.00 to the coupon and the balance ($15.00) to EFTPOS. If you accept those figures the receipt will show an EFTPOS sale value of $15.00. If you wish you may still add the $15.00 to the value of the coupon redemption. NOT advised.