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ERP Connect Consulting

Coupons

Coupons

Regular price $0.99 / Year
Regular price Sale price $0.99 USD
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Coupons

Coupons extension allows you apply a coupon code on a sales quote, order, or invoice, and then track their usage.

Setup of Coupons is very easy. You simply create your coupon with a description, then link to a resource number. Then on the Sales Document, you simply select the coupon code and it will apply the appropriate discount.

  • Apply a Start Date and End Date to each coupon
  • Indicate if the coupon is for an amount or if it is for a percentage discount.
  • You can also enter minimum order amount to apply to (i.e. 10 % off orders over $100).
  • For each coupon, you can indicate if you want to include Items, G/L Accounts, and/or Resources in the Order amount (i.e., if you want coupon to apply to only items, not lines like freight or surcharges).
  • Coupon amount (Percent coupons), recalculate on release of the sales order, and posting of the invoice.
  • Coupon Code is then tracked on Sales Documents and Posted Invoices to do usage analysis.

 


Download from AppSource Access Setup and User Guide

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com.



Setting up Coupon Codes

 

 

Setting Up Coupon Codes


Utilize Coupon Codes on Orders and Invoices

 

 

Utilize Coupon Codes on Orders and Invoices

 

Triggering Coupons on Orders and Invoices

 

 

Utilize Coupon Codes on Orders and Invoices