Set up coupons for retail sales

Overview of coupons

Coupons are codes and bar codes that are used to add discounts to transactions. Each coupon can have multiple codes, and each code can have its own effective dates.

Each coupon is related to one discount. The price groups that are associated with the discount define the customers that can use a coupon or the channels where a coupon is valid.

Essentially, coupons are additional validation on top of discounts. The coupon provides the coupon codes and bar codes that are required, together with date ranges for those codes. The coupon also provides optional usage limits and customer required properties. The discount provides the set of products that the coupon is valid for. The price groups for the discount provide the set of customers, channels, or catalogs that the coupon is valid for.

To create a coupon, you create the discount and the coupon separately. You then link them by selecting the discount on the coupon page in Commerce.

Note

After a coupon is linked to a discount, several fields on the discount page in Commerce become read-only, because they are managed by the coupon's settings. These fields include the fields for the status and standard date ranges.

While using the coupon in the call center channel, you need to select the Recalculate button (Sell tab > Calculate > Recalculate) in order for the discount associated to the coupon to get applied. This additional step will be removed in a future release.

To apply a coupon to a sales transaction in point of sale (POS), you can use Coupon code or Coupon bar code. To use Coupon code, the Add coupon code operation must be configured in the POS Transaction screen layout. Select Add coupon code and enter the coupon code. Alternatively, to use Coupon bar code, scan the bar code or enter the bar code using the numeric keyboard on the Transaction screen.

Limited-use coupons

Coupons can be configured as limited-use coupons. The usage limit can be defined per customer or channel, or as a global limit. This limit is enforced when the code or bar code is entered or scanned in POS or during sales order entry.

The limit is enforced per coupon code on a coupon. For example, a single-use coupon that has two coupon codes can be used two times: one time for each coupon code. Each code on a coupon can be independently set to active.

The coupons can be used across any selling channel however, for call center orders, the limited use coupons can be used for only those call centers orders where the Order completion setting on the call center is enabled. If this is not enabled, then only non-limited use type coupons can be used in call center orders.

Note

After a coupon code has reached its usage limit, the system does not automatically change the status of the coupon code to “Used". However that coupon code has reached its usage limit and cannot be used. If the status of a coupon code is manually set to anything other than Active, then this coupon code cannot be used in any channel.

Managing coupons

You must create the discount and the coupon separately. You then link them by selecting the discount on the coupon page. After you link a coupon to a discount, several fields for the discount become read-only, because they are managed by the coupon's settings. These fields include the fields for the status and standard date ranges.

Essentially, coupons are now additional validation on top of discounts. The coupon provides the coupon codes and bar codes, together with date ranges, the usage limits, and the customer required property. The discount provides the set of products that the coupon is valid for. The discount's price groups provide the set of customers, channels, or catalogs that the coupon is valid for.

System setup for coupons

Before you can set up a coupon, you must set up the coupon bar code and two coupon number sequences.

  1. On the Mask characters page, create a new mask character for the coupon code. You can select any unused character.

  2. On the Bar code mask setup page, create a new bar code mask. Set the Type field to Coupon.

  3. On the Bar code setup page, create a new bar code that uses the bar code mask that you just created.

  4. On the Number sequences page, create two new number sequences. One sequence is for the coupon code ID, and the other sequence is for the coupon number. The coupon code ID is the unique identifier for each coupon code for a coupon. The coupon number is the unique identifier for a coupon. Each coupon can have multiple codes and bar codes that trigger the coupon.

    Note

    For both number sequences, you must set the Scope field to Company. In most cases, you should automatically generate both sequence numbers.

  5. On the Commerce parameters page, on the Bar codes tab, select the bar code that you created earlier.

  6. On the Commerce shared parameters page, on the Number sequences tab, select the number sequences that you created for the coupon number and coupon code ID.

  7. You can now open the Coupons page and create new coupons.

The effect of partial updates on coupons

Coupon functionality comprises multiple distinct features. Commerce Headquarters (HQ) and the channel can be partially updated across components. Therefore, it's important that you understand how partial updates affect coupon functionality as a whole.

  • HQ is partially updated, but Commerce Scale Unit and POS aren't updated. In an HQ update, the coupon and discount pages are updated, and the commerce price engine is also updated. If only one of those two components is updated, some pages in Commerce won't match the price calculation data. Therefore, unexpected discount calculations or errors might occur during discount calculations.
  • HQ is updated, but Commerce Scale Unit and POS aren't updated (N-1). Because not all stores can be updated at the same time, we recommend that you update HQ before you update stores. In the N-1 scenario, new functionality that is related to coupons won't be available in stores that haven't been updated yet. For example, the coupon functionality introduces "exclude" lines. If you use exclude lines on a discount, they won't be applied in a store that is running an earlier version.
  • HQ isn't updated, but Commerce Scale Unit and POS are updated (N+1). Because the updated price engine in Commerce Scale Unit can handle legacy discount codes during price calculations, the update should have no functional impact in this scenario.

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