1. From the Cobalt eCommerce App: Navigate to the Product Catalog heading > Coupons on the sidebar.
2. Click +New.
3. Fill out required fields and click Save or Save & Close.
- Name - Name of coupon for internal use
- Coupon Code - Code provided to customers to redeem the coupon
- Description - Internal description of the coupon's intended use
- Coupon Type (see below)
- Currency - US Dollar by default but should be changed to the relevant currency.
- Expiration Date - When coupon will no longer be considered valid in processes
- Combinable (yes/no) - No means this coupon can only be used independently. Yes means this coupon can be used with other coupon codes in the same transaction.
- Number of Uses - If you wish to limit the number of times the coupon can be used you can set this limit here. After that limit is reached, someone with the code will not be able to use the coupon.
Coupon Types
- Order - Percentage -- This will take the defined percentage amount off the order total regardless of what products or how many products are on the order.
- Product (Single) - Dollar Amount -- This will remove the dollar amount you set from one quantity of the order. Additional quantities will be at regular price.
- Product (Single) - Percentage -- This will remove a percentage you set from one quantity of the order. Additional quantities will be at regular price.
- Product (All) - Dollar Amount -- This will remove the dollar amount you set from each of the quantity of the specified product ordered not just the first one.
- Produce (All) - Dollar Amount -- This will remove the percentage you set from each of the quantity of the specified product ordered not just the first one.
NOTE: The only way to discount "all products" on an order is to use the first option or combinable coupons for multiple products. You cannot set a dollar amount off on the entire order.
Set Values for Coupon Types
Once you select your Coupon type, new fields specific to that type will appear
- Product - This is a lookup to an existing and active product that will get the discount.
- Amount - Put in the currency amount, for example 5.00 for five dollars
- Percentage (as a decimal) - Put in the decimal equivalent to the percent.
- Example: 1 = 100% 0.25 = 25% .5 = 50% etc.