Coupons
Coupons extension allows you to 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.
- Use Cases
- Download Links
- Video - Product Demo
- Product Screenshots
Use Cases
- 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 Links
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.
Video - Product Demo
Coupons - Toolbox Tuesday Episode 38
Product Screenshots
Coupons Creation and Setup
Coupons Sales Order Utilization
Coupons on Posted Sales Invoices
