• Tutorials

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    • Getting Started
    • O2VEND Store
      • My Stores
        • Create Store
      • My Account
        • My Profile
        • Manage Billing
        • Support Desk
    • Store Setup
      • Initial Store Setup
    • Dashboard
      • Dashboard
    • Orders
      • Quotation
      • Sales Order
      • Purchase Order
      • ActiveCarts
    • Vouchers
      • Sales
        • Manage Sales
        • Create Sales Invoice
        • Cancel Sales Invoice
        • How to create GDN(Goods Delivered Note)
        • How to add lot for products in GDN
        • How to view sales details
      • Purchase
        • Manage purchase
        • Create Purchase Invoice
        • Cancel purchase Invoice
        • How to create GRN(Goods Received Note)
        • How to add lot for products in GRN
        • How to print a barcode label in purchase
        • How to view purchase details
      • Credit Notes
      • Debit Notes
      • Receipt
      • Payment
      • Journal
      • Contra
    • Inventory
      • Manage Stocks
      • Stock History
      • Print Barcode Label
      • Delivery Challan
      • Receipt Challan
      • Goods Entries
      • Stock Transfer
      • Stock Take
    • Catalog
      • Set Up Products
        • General
        • Variations
        • Attributes
        • Stock Levels
        • Pricing
        • SEO
      • Product Categories
      • Product Brand
      • Product Option
      • Attributes
      • Attributes Group
      • Product Templates
      • Price List
      • Bulk Product Price update
      • Bulk Product Updates
    • Communication
      • Communication
    • Accounting Master
      • Master
    • Reports
      • Order Reports
        • Sales Order Summary
        • Purchase Order Summary
        • Sales Order Shipment Report
        • Sales Order Pending Item Report
        • Purchase Order Pending Item Report
        • Sales Order Pending Item Summary
      • Inventory Reports
        • Stock Summary
        • Location Summary
        • Stock/Location Summary
        • Reordering Stock Summary
        • Stock Valuation Summary
      • Products
        • Sold Product Categories
        • Category Product Return
        • Product Sale Summary
        • Product Seasonal Demand
      • Pos Reports
        • Cash Register Summary
        • Current Cash Registers
      • Sales/Purchase Reports
        • Sales Report
        • Purchase Report
        • Sales Summary
        • Purchase Summary
        • Receipt Report
        • Sales Items Summary
        • Daily Settlement Report
      • Account Reports
        • Ledger
        • Cash Book
        • Day Book
        • Sales Books
        • Purchase Books
      • Miscellaneous Reports
        • Output Detailed Tax Report
        • Output Tax Report Summary
        • OutStanding Report
        • Gross Profit Report
        • GSTR-1 Report
      • Financial Reports
        • Balance Sheet
        • Profit And Loss Report
        • Trial Balance
    • Settings
      • Settings
      • Store Settings
        • Business Details
        • Tax Classes
        • Tax Rates
        • Operating Countries
        • Operating State or Province
        • Return Rule
      • Users
        • User Role Management
          • Set Up Employee Roles
          • Ecommerce
          • Point Of Sale
          • Back Office
          • Sales App
        • customers
        • Supplier
        • vendors
        • Customer Groups
        • User Date Setup
        • Credit Rules
      • Loyalty and Promotions
        • Reward Points
        • Coupons
        • Benefits
        • Affiliate
      • Point Of Sale
        • Quick Add Buttons
        • Print Settings
        • Payment Methods
        • Delivery Settings
      • Web Store
        • Themes
        • Theme Data
        • Shipping Methods
        • Payment Methods
        • Currency
        • Reviews
        • Review Replies
        • Zones
      • Web Store Content
        • Site Pages
        • Site Menus
          • Main Menu
          • Site Menus
        • Home Page Components
        • Page Header
        • Blog Categories
        • Blog
        • News Letter Subscription
      • Stock Settings
        • Unit Of Measure
        • Location
        • Delivery Zones
        • Unit Of Measure Conversions
        • Stock Levels
        • Branches
        • Sub Location
        • Print Barcode Label Settings
      • Account
        • Financial Year
        • Voucher Numbering
    • Features
      • General
      • POS
      • Webstore
      • Integration
    • Profile
      • My Profile
    • Manage Physical Stores
      • Login
      • Sales Bill
        • Manage sales orders
        • How to add products to a customer's shopping cart
        • How to apply discounts/coupons
        • How to search products in Sales Screen
        • How to add products quickly to the Cart
        • How to add serial and lot number
        • How to Print sales bills in POS
      • Receive Payments (Receipts)
      • Delivery
      • Invoice Receipts
      • Manage Cash Register
      • Reprint
      • Dashboard
      • POS Offline
      • Stock Transfer
    • O2VEND App
      • Install O2VEND App
      • Home
      • Customers
      • Orders
      • Products
      • Receipts
      • Stock Movement
    • Webhooks
      • Webhook
      • Examples of JSON format data via webhook
      • Testing webhook

    Setup the Promotions

    This section guide to create and manage Coupons.

    Tip

    Coupons is applicable for both physical stores and Ecommerce channels.

    Cart Pricing Rules/Coupon

    Coupons in O2VEND can be used to apply discounts to products in the shopping cart based on a specific set of conditions. The store administrator can create the coupon code and set the conditions for the coupon, such as a minimum purchase amount or a specific product.

    The discount can be applied automatically when the conditions are met, or the customer can enter a valid coupon code at checkout. The coupon code can be shared with customers through various channels such as email, social media or on the store website.

    Once the customer enters a valid coupon code or the conditions are met, the discount will be applied to the cart and the subtotal will be updated to reflect the discount. This allows customers to easily see the savings they are getting from the coupon and make a more informed purchasing decision.

    It's important to note that coupons can be set to have expiry dates and can be limited to certain number of uses, this allows for better control over discounts and promotions.

    How to create cart pricing rules/coupon

    1. Open Back Office.
    2. Go to Settings Menu. See Loyalty and Promotion sections.
    3. Click and open Coupon section.
    4. Click create coupon in the top right corner.
    5. Enter all the needed details.
    6. Press Save button.
    Warning

    Should have fill all the mandatory field. If not fill then can't save the cart rule.

    General Information

    Name

    Enter a name for cart price rule to easily recognize and distinguish from other rules name. This is a mandatory field.

    Description

    write a detailed description of rule. But It is not mandatory.

    Coupon code

    The coupon code is used in conjunction with cart price rules to apply a discount when specific conditions are met. The coupon code is a unique string of characters that the customer enters at checkout to redeem the discount.

    Usage limit per coupon

    Sets the number of times the coupon code is used. It is optional. Leave them blank if there is no limit.

    Usage limit per Customer

    Sets the number of times the coupon code is used by the same customers. It is also optional. Leave them blank if there is no limit.

    Minimum Cart Amount

    Sets the minimum cart amount in the cart price section. This field is mandatory. Minimum cart amount means that the required amount needed to apply a certain coupon.

    Start and End Date

    Set the start date and the end date for discount.

    Warning

    If the start date and end date place are blank then that offer applicable for all times.

    Apply

    Select the discount method of choice. But this field is mandatory.

    Fixed amount discount for whole cart

    The fixed discount amount applied to all the cart items. The amount will not increase and decrease. When the required conditions are satisfied then the selected discount applied for the cart.

    Percentage of product price discount

    Percent of product price discount, This setting allows to discount the price by x%.

    Tip

    For example, Consider the discount is 10% and the cart contains 3 items A, B, C. A is price $1000, then the A is price after applying the discount amount is $900. B is price $2000, then the B is price after applying the discount amount is $1900. c is price $2000, then the C is price after applying the discount amount is $2900. This offer will apply each of the product in a cart.

    Discount Amount / Percentage

    Enter the discount amount or percentage of discount that want to offer. This field is mandatory.

    Max Discount Amount

    Set Maximum Discount amount, that allows limits the maximum amount of money to be discounted when customers apply a coupon code. (It used when to choose Percentage of Product Price Discount in option)

    Tip

    For example, Consider the discount is 10% ,the cart contains 3 items A,B,C and The maximum discount amount is $200. A is price $1000, then the A is price after applying the discount amount is $900. B is price $2000, then the B is price after applying the discount amount is $1900. c is price $2000, the discount amount will not apply for product C.Because A's discount amount is $100 and B's discount amount is $100. Totally, $200.It reached the maximum discount limit.

    Affiliate

    A person is referred to as an "affiliate" when they promote products or services and generate income by placing advertisements on websites like amazon.com, google.com, or others. Enter the affiliate name in this section if the admin specified the benefit rule for affiliate cashback or commission.

    Priority

    Coupons will be listed based on priority in the pop-up and the suggested coupons. This field is mandatory.

    Active

    Set a status for cart price rule is Active or Inactive status depends on demands.

    Warning

    If select the Active option as true then this cart rule is a valid one. Otherwise, this cart rule does not apply to any customers.

    User Dates

    If Customers special dates come within the selected offer dates then this cart rule applicable for that customer.

    Filters

    Enter the details of customer, customer group, product selection and category selection.

    Selected Customers and Customer Groups applicable for the Cart Price Rule.

    Customer

    Customer Selection

    Coupon code will apply only for a specific customer. Click the Manage Customer Section and Select the customer in the list or leave them blank. Then click Ok and press Save button.

    Customer Group Selection

    The coupon codes will apply only for a specific customer group. Click the Manage Customer group Section and Select the customer group or leave them blank. Then click Ok and press Save button.

    Products Filters

    Selected Products and Categories and Brand Applicable for the Cart Price Rule.

    Products Selection

    Coupon code will apply only for specific products. Click the Manage Products Section and Select the products in the list or leave them blank. Then click Ok and press Save button.

    Catagory Selection

    Coupon code will apply only for a specific category. Click the Manage Catagory Section and Select the category in the list or leave them blank. Then click Ok and press Save button.

    Brand Selection

    Coupon code will apply only for a specific brands. Select and add the brand names in the brand selection.

    Warning

    The Cart Rule is applicable when cart amount greater than or equal to minimum cart amount and the shopping date should be between a cart rule start and end date.

    Benefits

    In this section, allowed to choose the benefits. When you pick the benefits rule for coupons, it will be applied to those coupons.

    This benefit rule will be implemented when you have placed/completed an order in your store using the specified coupon.

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