Coupons provide a way for an organization to convey a benefit of specific value that can be used when paying for the purchase of a product. Like discounts, coupons reduce the cost of a purchase. Coupons can be defined to reduce the cost of a product purchase by a specific amount, by a percentage of either an order line or an entire order, or can be defined at the time of order.
Coupons are not like Gift Cards that are good for $100 and can continue to be used until they’re used up. Coupons are good for use on one order. If the coupon is for $100 and the customer only bought products totaling $50, the coupon (if Customer Specific) will be “used up” on that order and the customer will not be able to use the remaining $50.
The Coupon Definition screen provides you with a means to offer tailored discounts to their customers. The differences between applying a coupon versus a discount include:
· You can limit coupons to one use per customer
· You can earn coupons based on the purchase of another product
· You can have different dates for earning versus redeeming customer coupons
· Coupons are never automatic – orders are not impacted unless someone mentions/inputs coupon
It is assumed that your organization will print a “physical” coupon (or notify the customer of the coupon in another manner) that will be included with the shipment of the product.
Personify360 manages two types of coupons:
· General. This can be used by anyone and can be redeemed by referencing the coupon code. There are no restrictions on how many times a general coupon can be used by the same customer. General coupons can be further restricted to members-only.
General coupons are used when an organization wants a coupon to be used on any order, regardless of the customer (but subjected to rules about the type of product for which the coupon can be used).
· Customer Specific. This can be used only by a specific customer after their purchase of a designated product and can be only one time. You can define expiration dates with customer-specific coupons. There is currently no way to cancel the use of a customer coupon to make it available for further use. The system determines if a customer is eligible for the coupon when the order is placed.
It is possible for a customer to have earned the same coupon multiple times. The logic that the system uses when a coupon code is entered on an order, if the coupon is customer-specific, is to check that the customer does have that coupon in the same ORG_ID, ORG_UNIT_ID of the order where AVAILABLE_QTY > 0 and COUPON_STATUS_CODE = 'A' and (EXPIRATION_DATE is null or EXPIRATION_DATE >= Order_Detail.ORDER_DATE). If more than one coupon record for the same coupon code exists for the customer, the system selects the first one based on lowest COUPON_ID and decrements the AVAILABLE_QTY and increments the USED_QTY.
When doing an order transfer, a coupon amount must be transferred to the new order as in the change from one booth to another. The system processes coupon amounts financially in the same manner as discounts. Coupons can have a specific value or be worth a percentage of the sales price and can only be assigned to a customer through the purchase of a product. Coupon amounts cannot be refunded.
Coupons can be applied as a discount against:
· An entire order
· A specific line item
· A specific product
· A product of a specific type
· Products of a specific subsystem
Coupons can be configured to be combined with other discounts or be exclusive of other discounts. Coupon amounts are treated in the same financial way that discounts are treated:
· They reduce the sales amount
· Each coupon can carry its own discount account or can share discount accounts with other coupons and discounts
· Taxes are calculated on the resulting revenue amount (revenue less coupon)
· You cannot refund a coupon
You can assign both an availability period and an expiration date to all coupons. Coupons can be restricted to members of the primary membership group.
The following scenarios are supported in Personify360:
· With a membership, you receive a coupon for an educational course.
· Journal purchase includes a coupon for 10% off of the Annual Meeting.
· Journal purchase includes a coupon for $10.00 off of the Annual Meeting.
· Gold Sponsorship includes the value of a 10x10 booth.
· Coupon delivered with a promotion and can be used by anyone.
· Registration for an exhibition provides one free advertisement in the journal.
· Registration for an exhibition provides one free advertisement in any of the association's publications.
· Sponsorship provides one free 10x10 booth plus one advertisement in the program book.
· General open credit granted through a coupon.
· Renew a membership and receive 10% off the next meeting. The customer must purchase the membership renewal and then you can limit the usage to one time for the 10% coupon.
You can define the following for the coupon:
· General Information (see below)
· Rules
· Usage
As of 7.5.2, you can create a free-shipping coupon.
In this section:
· Defining Special Coupon Instructions
· Creating a Free Shipping Coupon