Create Coupon programs¶
To attract customers, many enterprises effectively apply the Coupon program to their business strategy. Viindoo All-in-one Enterprise Management Solutions assist you with managing coupon programs and applying them in sales activities.
Activate coupon program¶
To activate this feature, after installing the Sales app, you navigate to
. Scrolling down to the Pricing section, check Coupons & Promotions. Next, you press the Save button to save this setting.Configure coupon program conditions¶
You navigate to
and then press the Create button to create a new coupon program.At this stage, you need to fulfill the information which is similar to Setup Promotion programs.
For example, you want to create a Buy 02 get 5% coupon program with the maximum discount price is 200.000VND. Fulfilling the following information and press the Save button to save the setting.
Select Generate Coupon with the configured information.
Entering the number of coupons or filters to generate them for the specific contact groups.
Option 1: Enter the number of coupons to create.
Option 2: Filter with criteria to create coupons for the specific contact groups.
Then press Generate to generate coupons. Then, you can click on Coupons button on coupon program interface for more details.
After selecting a coupon code, the information on the coupon will include:
Code: A system-auto-generated coupon code.
Expiration Date: The expiration date of the coupon is calculated from the creation date plus the validity time.
For Customer: The customers to whom the discount coupon program is applied. If you choose the above Option 1, this field will be empty.
Access a random coupon and then select Send by Email to send coupons to customers.
Note
Selected customers without an email address will not receive the coupon.
Apply Coupon program to Sales orders¶
Salespersons can use coupons on quotations. Fill in the information on the quotation, hit on the Coupon button, enter the promotion code, then click on the Apply button.
Then, the sale order line with the promotional product has been added to the quotation. The coupon has successfully been applied to the sale order. Similar to Setup Promotion programs.
Once applied, the salesperson can visit each program to see the status of each coupon.
Apply Coupon program to the website¶
After receiving the coupon code from the sales staff, customers can use the coupon when making purchases on the website. More details on Promotional codes and programs for website sale orders.