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Create And Apply A Coupon

Create a Coupon

Navigate from Cobalt Accounting to Coupons and click +New.

Fill out required fields and click Save or Save & Close

Fill out required fields and click Save or Save & Close

See the coupon Entity Definition for detailed descriptions of the different options and fields by clicking here.

Apply A Coupon in the Payment Wizard

Apply A Coupon in the Payment Wizard

Any wizard that accepts payment will allow you to enter the coupon code on the first order summary page before you submit payment or checkout. Enter a valid code and the order will update before customers proceed to the payment screen. This is on both the portal and in CRM wizards. ***This is not available for an order that was previously created and the person is simply paying for an existing order. The coupon must be added at the time the order is first processed. If the customer failed to do so you can still apply the coupon on the back end using the steps below.

Apply a Coupon To an Order from the Coupon Record

Open the Coupon and use the menu tiles to navigate to Coupon Redemptions

Open the Coupon and use the menu tiles to navigate to Coupon Redemptions

Click Add New Coupon Redemption

Click Add New Coupon Redemption

Fill in the required fields and click Save and Close.

Fill in the required fields and click Save and Close.

For the Sales Order field, select the order to which you wish to apply the coupon

Apply a Coupon To an Order from the Order Record

Open the order for the contact or account and use the menu tiles to navigate to Coupon Redemptions

Open the order for the contact or account and use the menu tiles to navigate to Coupon Redemptions

Click Add New Coupon Redemption.

Click Add New Coupon Redemption.

Fill in the required fields and click Save and Close.

Fill in the required fields and click Save and Close.

For the Coupon field, select the coupon you wish to apply to the order.

When a Coupon is Applied

A coupon can be applied to an order manually through CRM or automatically when triggered by a process on the portal. 

A coupon redemption record exists tied to the coupon and the order.

The order products tied to the order have manual discounts and extended amounts that reflect the coupon discount.

The Total Amount field on the order reflects the sum of the extended amounts from the order products.

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