Managing Coupons

Overview

Coupons are codes that customers can enter during checkout to apply a discount. Each coupon follows rules that determine its validity, usage limits, and discount type. When a code is entered, the system validates these rules and applies the discount automatically.

Creating a Coupon

Follow these steps to create a coupon in iVendNext.

Step 1: Access the Coupon Screen

1. Log in to iVendNext.

2. Go to Home > Retail.

3. Click the Coupons shortcut.

Use the Awesome Bar (top-right) to search for “Coupon List,” “New Coupon,” or “Coupon Report.”

Step 2: Open the Coupon Creation Screen

• If you are creating your first coupon, click Create Your First Coupon.

• Otherwise, click Add Coupon.

The Coupon Creation screen includes the following sections:

• Details

• Coupon Setup

• Applicability

• Exclusion List

Step 3: Configure the Details Section

Define the key settings. Complete all required fields (marked with a red asterisk).

Field	Description	Mandatory
Name	Unique name for the coupon (up to 20 characters).	Yes
Description	Description of the coupon (up to 50 characters).	Yes
Has Effective Date	Enable to set start and end dates for coupon validity.	No
Has Effective Time	Enable to restrict coupons to specific times of day.	No
Coupon Code	Code customers enter to redeem the coupon.	Yes
Discount	Discount value.	Yes
Discount Type	Percentage or fixed amount.	Yes
Applicable Quantity	The number of item(s) to which the coupon discount can apply to in one transaction.	No
Trigger Quantity	The number of item(s) that must meet the specific criteria for the coupon to apply.	No
Maximum Redemption Count Per Store	The maximum number of times the coupon can be redeemed in a store.	No
Active	Enable to activate the coupon.	Yes

Step 4: Configure the Coupon Setup Section

Define which products the coupon applies to.

Field	Description	Mandatory
No	System-generated line number.	–
Product Type	Level at which the coupon applies (e.g., item, group, category).	Yes
Value	Specific product, group, or category based on the Product Type.	Yes

You can add multiple entries to include different products.

Step 5: Configure the Applicability Section

Define where and to whom the coupon applies.

Field	Description	Mandatory
No	System-generated line number.	–
Source Type	Where the coupon is valid (e.g., store, customer, customer group).	Yes
Source	Specific store, customer, or group selected from the Source Type.	Yes

Step 6: Set Day and Time Restrictions

Optionally, restrict coupon availability to specific days and times.

Field	Description	Mandatory
No	System-generated line number.	–
Day	Day of the week the coupon is valid.	Yes
Enabled	Enable or disable the coupon for the selected day.	Yes
Start Time	Time when the coupon becomes valid on the selected day.	No
End Time	Time when the coupon expires on the selected day.	No

Step 7: Configure the Exclusion List Section

Define where the coupon should not apply.

Field	Description	Mandatory
No	System-generated line number.	–
Source Type	What to exclude (e.g., store, customer, customer group).	Yes
Source	Specific store, customer, or group to exclude.	Yes

Step 8: Save the Coupon

Click Save to activate the coupon with the defined rules.

Example Coupon Setup

Scenario:

Let us consider the below scenario:

There are 2 Stores - The Alpha Store and The Delta Store

Offer 10% off on all Shirts every day from 15:00 hrs to 21:00 hrs, excluding the Delta store.

Details Section:

• Name: Festival Coupon

• Description: 10% off on Women Bags

• Has Effective Date: Yes (Start: 2025-10-01, End: 2025-10-15)

• Has Effective Time: Yes

• Coupon Code: FEST25

• Discount: 10

• Discount Type: Percentage

• Applicable Quantity: 5

• Trigger Quantity: 2

• Maximum Redemption Count Per Store: 100

• Active: Yes

Coupon Setup Section:

• Product Type: Category

• Value: Women Bags

Applicability Section:

• Source Type: Store

• Source: Alpha Store

• Duration: Everyday

• Enabled: Yes

• Start Time: 10:00 

• End Time: 21:00

Exclusion List Section:

• Source Type: Store

• Source: Delta Store

Result:

The coupon is valid everyday between 3:00 PM – 9:00 PM, applies to Shirts, has quantity limits, and excludes the Downtown store.

---

• Related Articles

• Understanding Coupons

  Overview Coupons are codes that apply discounts during checkout, either online or at the point of sale. Every coupon follows specific rules—such as how long it’s valid, how often it can be used, and what kind of discount it provides. When a customer ...

• Applying Coupons at POS

  Overview This article explains how to set up a coupon in iVendNext using the following scenario: Scenario: S No Section Details 1 Details Name: Festive Coupon Description: 10% off on Bags 2 Setup Effective Time: Daily from 9:00 AM – 9:00 PM 3 ...

• Managing Payments

  Overview Whether you are receiving payments from Customers or making payments to Suppliers, this article will guide you through the key components of managing payments in iVendNext, including Payment Entries, Multi-Currency Payments, Payment Terms, ...

• Managing GST

  Overview Goods and Services Tax (GST) is a key indirect tax on goods and services, often complex for multi-branch or multi-product businesses. iVendNext streamlines GST setup, calculation, and reporting for easy compliance. This guide walks you ...

• Managing Taxes

  Overview Tax Management in iVendNext makes handling Sales Tax, Purchase Tax, and GST easy and accurate. It helps businesses stay compliant, manage complex tax setups, and file returns on time. This article covers how iVendNext supports tax setup, ...