A coupon is a discount program you set up to offer a percentage or dollar
discount on the order, based on certain parameters. You can allow use of the
coupon based on such variables as the promotion code on the order line, the
specific items ordered, the owning organization of the product ordered, etc.
The discount is applied only to the "eligible" lines on the order (such
discounts are spread proportionally across the eligible lines). In addition,
you can set up a particular coupon to allow/disallow repeated uses by the
same bill-to customer and access usage statistics for individual customers,
as well as the general stats for a coupon "program"---number of uses, sales
with and without the coupon discount, etc.
CPNTBL/COU – Coupon Setup
You set up coupons at the CPNTBL/COU view. Coupons can be attached to a
promotion, or be valid for a group of promotions, items, owning
organizations, etc.
Entering Coupons with the Order
Coupons can be applied to any line items that may be entered on a Master
Order at MSTDAT/FST. This includes:
Coupon discounting is supported at the FST entry view (as well as other
entry points that support order scripting---for example, the Next Release
tab at SVCDAT/BCL).
At MSTDAT/FST, a "Coupon" button is available for inclusion with the
order entry script. This allows the rep to enter the coupon at any point of
the order (once the order details phase is started, and up until the point
that the payment dialog is displayed).
Multiple coupons may be used per order---however, the end result of the
order is that only one coupon may be applied per line.
In some cases, two or more coupons may be applicable to the same line, in
which case the user must inform Advantage which coupon to honor for that
line (see "Resolving Coupon Conflicts" below).
The following terminology and distinctions may be useful in understanding
this:
- A coupon is assigned to an order (i.e. entered by
the rep). This means is the coupon is available to its order lines, but
does not necessarily mean that the coupon will actually be used by any
of the order lines.
- A coupon is applicable to an order line if it meets
the inclusion and exclusion rules for that coupon.
- A coupon is applied to one or more order lines, as
long as it is applicable to that line, and the
system has not previously applied another coupon to the line.
- A coupon qualifies for a discount if the sum of the
order lines to which that coupon is applied meets the criteria (minimum
order quantity, minimum order amount) that has been defined for the
coupon.
How Coupon Discounts Work
Coupon discounts work just like other discounts. A monetary or % amount
is subtracted from the list price of the item(s) in question when a coupon
is used on a sale. Coupon discounts are placed into their own discount
"bucket" allowing combination codes to rule whether, say, a promotion
discount and a coupon discount are added together or compounded together, or
whether the highest discount takes precedence.
Coupon discounts will be applied prior to any calculation of tax. That
is, tax is calculated based on the discounted amount.
What if the total discount of the coupon is more
than the total of the qualifying lines? For example, suppose you offer a $20
off discount, yet qualifying lines 1, 3, and 5 add up to only $18.50. In
these cases, the customer loses the remainder of
the coupon (or in other words, only $18.50 worth of discounting is applied
to the order). In these situations, a message is displayed to the rep during
online order entry.
NOTE: For more information on using coupons, see Online Help or
request a webinar training session with Doug Moore (dmoor@advantagecs.com).
