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 enters a valid code, the application checks and validates these rules and then applies the discount automatically.

Steps to Create a Coupon in iVendNext

The steps to create a Coupon in iVendNext are summarized below:

Step 1: Access the Coupon Screen

Log in to iVendNext. Navigate to Home> Retail. Then click on the Coupons shortcut. This will take you to the Coupon screen.

To locate coupon-related records in iVendNext, start by navigating to the Home screen. In the Awesome Bar at the top-right corner, you can type "Coupon List" "New Coupon" or "Coupon Report" — even a few characters will trigger smart search results. 

Step 2: Launch the Coupon Creation Screen

On the Coupon screen, first-time users will see a Create Your First Coupon button, while returning users will see an Add Coupon button. Click the Create your first Coupon Or Add Coupon button to reach the Coupon Creation screen. The Coupon Creation Screen is split into the following sub sections:

The Details Section

This section allows you to set key coupon attributes: Name, Description, Coupon Code etc.

The Coupon Setup Section

This section allows you to define which products the coupon applies to. You select a Product Type (for example, an item, or an item group) and specify its Value. Multiple entries can be added to cover different products.

The Applicability Section

This section controls where and to whom the coupon can be applied. You define Source Type (such as customer group or store) and then select a Source. Additionally, you can restrict coupon availability to certain days or times. For each entry, you select the Day, mark it as Enabled, and define the Start Time and End Time during which the coupon remains valid.

The Exclusion List Section

This section allows you to define where the coupon should not apply. Similar to applicability, you select a Source Type and then choose a specific Source to exclude.

Step 3: Configure the Details Section

Configure the Details Section by filling in the required information including the mandatory fields. All the mandatory fields are marked with red asterisks. 

The various fields are explained below:

Name 

Use this field to specify a name for the coupon. The name must be unique and can comprise up to 20 alphanumeric characters. This field is mandatory.

Description 

Use this field to specify a description for the coupon. The description can comprise up to 50 alphanumeric characters. This field is mandatory.

Has Effective Date 

Use this checkbox to restrict the coupon to a specific start and end date. If not selected, the coupon remains valid without a date range. This field is optional.

Has Effective Time 

Use this checkbox to restrict the coupon to specific hours in a day. If not selected, the coupon remains valid throughout the day. This field is optional.

Coupon Code 

Use this field to enter the code that customers must provide to redeem the coupon. The code can be entered manually or scanned. This field is mandatory.

Discount 

Use this field to define the discount value for the coupon. This field is mandatory.

Discount Type 

Use this field to specify how the discount will apply. Options include percentage or fixed amount. This field is mandatory.

Applicable Quantity 

Use this field to define the maximum number of items to which the coupon can be applied in a single transaction. This field is optional.

Trigger Quantity 

Use this field to define the minimum number of items required in the transaction for the coupon to apply. This field is optional.

Maximum Redemption Count Per Store 

Use this field to define the maximum number of times the coupon can be redeemed in each store. This field is optional.

Active 

Use this checkbox to activate or deactivate the coupon. If not selected, the coupon will not be available for use. This field is mandatory.

Step 4: Configure the Coupon Setup Section

Configure the Coupon Setup Section by filling in the required information. 

This section allows you to define which products the coupon applies to. You select a Product Type (for example, an item, or an item group) and specify its Value. Multiple entries can be added to cover different products.The various fields are explained below:

No 

Displays the line number of the entry. This field is system generated.

Product Type 

Use this field to specify the level at which the coupon applies, such as item, product group, or category. This field is mandatory.

Value 

Use this field to specify the product, group, or category selected based on the chosen Product Type. This field is mandatory.

Step 5: Configure the Applicability Section

Configure the Coupon Applicability Section by filling in the required information. 

This section controls where and to whom the coupon can be applied. You define Source Type (such as customer group or store) and then select a Source. The various fields are explained below:

No 

Displays the line number of the entry. This field is system generated.

Source Type 

Use this field to specify where the coupon will be valid, such as store, customer, or customer group. This field is mandatory.

Source 

Use this field to select the specific store, customer, or customer group defined in the Source Type. This field is mandatory.

Step 6: Restrict coupon availability to certain days or times

 Additionally, you can restrict coupon availability to certain days or times. For each entry, you select the Day, mark it as Enabled, and define the Start Time and End Time during which the coupon remains valid. The various fields are explained below:

No 

Displays the line number of the duration entry. This field is system generated.

Day 

Use this field to specify the day of the week the coupon is valid. This field is mandatory.

Enabled 

Use this checkbox to activate or deactivate the coupon for the selected day. This field is mandatory.

Start Time 

Use this field to specify the start time from when the coupon becomes valid on the selected day. This field is optional.

End Time 

Use this field to specify the end time until when the coupon remains valid on the selected day. This field is optional.

Step 7: Exclusion List Section

Configure the Exclusion List Section by filling in the required information. 

This section allows you to define where the coupon should not apply. Similar to applicability, you select a Source Type and then choose a specific Source to exclude.

No 

Displays the line number of the entry. This field is system generated.

Source Type 

Use this field to specify what to exclude from coupon applicability, such as store, customer, or customer group. This field is mandatory.

Source 

Use this field to select the specific store, customer, or customer group to exclude. This field is mandatory.

Step 8: Save the Changes

Click the save button to save the settings. This will activate the coupon based on the rules defined.

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.