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Apply a Coupon

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 apply the coupon and the order will update before customers proceed to the payment screen.

The Coupon Code field can be found on both the Portal and in CRM wizards.

Apply A Coupon in the Payment Wizard

NOTE: Coupon functionality is not available for an order that was previously created (if the person is paying for an existing order). The coupon must be added at the time the order is first processed. You can still apply the coupon on the back-end using the steps outlined below.

Apply a Coupon to an Order from the Coupon Record

1. Open the Coupon record and use the Related tab to navigate to Coupon Redemptions.

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

2. Click +New Coupon Redemption.

Click Add New Coupon Redemption

3. Fill Out Required Fields and Save & 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

1. Open the order for the Contact/Account and use the Related tab to navigate to Coupon Redemptions.

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

2. Click +New Coupon Redemption.

Click Add New Coupon Redemption.

3. Fill Out Required Fields and Save & 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.