Coupons can be created for use by customers or club members during the checkout process. Coupons can be utilized for many usage scenarios, including being highly customized for targeting: free shipping, store credits, member discounts, and special offers. You can also combine separate product and shipping discounts within one coupon.
To create a Coupon, from the sidebar, go to Dashboard > Coupons
Then, click the 'New Coupon' button in the upper right of the page.
When you add a new coupon, a system-generated code will fill in the code field. You can use that code or input a unique alpha-numeric code (e.g., Give Thanks). The coupon can be for free shipping (i.e., only for Ground Shipping, not for 2-day or Overnight Shipping) or flat rate shipping, and/or you can set a dollar amount or percentage discount off the purchase price of a product. A minimum order value and a minimum number of items can be set along with a start and expiration date. Set whom the coupon is valid for – members only, or all buyers. Specify which products the coupon discount applies to, if applicable. By default, other discounts are overridden when using a coupon, but if you want to change these, you certainly can.
Separate product and shipping offers on a single coupon
Coupons can combine both product discounts and free shipping based on entirely different qualifying criteria. For example, you could create a promotional coupon that offers a 15% product discount based on a two-bottle minimum, and in the same coupon offer free shipping when ordering at least three bottles.
Once the coupon expires, it will no longer appear in the coupon dropdown on the POS and won't be applicable in your web store.
You can create a coupon for a set amount that essentially acts like a store credit for one-time use by a specific customer. Note - this would not be once per email, but for single use only for one customer. Here is a video that describes the setup for this type of coupon.
If you're using Revel, the coupon will be reported as a discount. On the Revel order, you'll see a note discount line: 'Coupon discount: COUPON_CODE'
Coupons are not synced to Revel, so they must be set up separately on Revel. VinesOS Coupons are only for online sales.
Code - This is what you give to the customer to use at checkout.
Description - For your internal reference on what the coupon should be doing
Free shipping - Applies zero shipping charge on the order.
NOTE - If you want to offer free shipping for an individual product without having customers use a coupon, you can do this. At the individual product level, there is the 'override shipping option', where you can set the required purchase threshold for the product to $0. Check that option to proceed.
This will effectively nullify the shipping cost for the item. Learn more
Flat rate shipping - Set a Flat rate for shipping, and optionally select what state it applies to if you want to limit it to local only.
NOTE: Flat rate shipping WILL override the member-discounted shipping if you have set that up in eCommerce Settings, where members of specific clubs get discounted shipping costs.
Minimum Order Value - If you want the coupon only to apply to orders of a minimum value, enter it here.
Minimum Order Items - If you want the coupon to apply to orders of a minimum quantity, enter it here. i.e 6 ( for 6 bottles of wine)
Start date: Enter the date the coupon will start to be valid. This will start at 00.00.01 AM (at midnight + .01 second) based on the buyer's time zone.
End date: Enter the date the coupon expires. If it is the same day, enter the same date as the start date. It will expire at 11:59:59 PM. NOTE: Be sure that your time zone has been set accordingly in VinesOS. This should have been set up during your installation. If you are not sure, ask :-)
Coupon is valid only for: If applicable, choose:
All - Coupon is valid for everyone
Only guests - coupon not valid for members
Members - only members can use coupons, OR choose a particular club only
Only apply coupon to the following:
Select the product and click 'add' if you want the coupon to only apply to certain products, or you may choose 'Only Wines' or 'Only Events'. To remove the item, select it in the 'Applied to products' list and hit 'remove'
Additional Coupon Settings
Single use only - Be Careful! This is for a one-time use only, ever. It is like a gift certificate; it can only be used ONCE, not once per person. For example, this would be used as a Welcome new member, or Happy Birthday coupon, or a Member anniversary coupon. After the first time it's used, the coupon no longer works.
One time per email address - It can be used only once per email address. If the customer has more than one Email address, she would be able to use it more than once.
Override member discount - If on, the coupon will be INSTEAD of the regular member discount. Be sure to mention that in your promo
Override non-member discount - If on, the coupon will be INSTEAD of the case/volume (non-member) discount. Be sure to mention that in your promo. If off, guest buyers will still get the volume discount on top of the coupon promotion. Example 10% off when you buy a case.
Override sale discounted price - If on, the coupon will be INSTEAD of the sale price on a bottle. If you have a product on sale (you have entered a member and nonmember sale price on the product page), a coupon with this set on will apply the coupon INSTEAD of the sale price.
Exclude the coupon case from the regular volume
If on, the coupon discount will only be applied to the case (i.e., the number that you have set in the Minimum Order Items field) for the product specified. All other products added to the cart will accrue discounts according to their respective regular volume discounts set in the system.
Save - Always be sure to click Save.
PLEASE PLEASE PLEASE: Always test your coupon and make sure it does what you want before you give out the coupon code. TEST it for a member, and guest, and on a sale item. As always, when testing, be sure you are logged in as a member, not as an Admin.