What is a Coupon Item?

Modified on Tue, 14 Mar 2017 at 11:38 AM

A coupon item is a similar to a coupon, but it is for specific defined Services or Products.  SalonTouch will automatically determine what discount based on conditions that you define.

First allow Coupon Items to be used at the register.

  1. Click Setup.
  2. Click Register.
  3. Place a check mark next to the Coupon Items payment method.
  4. Click Save.

Each Coupon Item can customized to give specific discounts.  They require a tracking number to be assigned to each one.  This can be as simple as SPRAY50 to as complex as a barcode.  We will now create a Coupon Item for that gives 50% off a spray tan service.

  1. Click Setup.
  2. Click Register.
  3. Click the Coupon Items button on the top right side.
  4. In the window that appears you will enter the information for the coupon item
  • Coupon ID: This is the Tracking code for the coupon.  It can be used to type in or scan with a barcode scanner.
  • Coupon Name: A readable name of the coupon.
  • Pop Up Memo: This will be a pop-up that appears at the register with additional information for the cashier.
  • Expiration Date: This is the last day that the coupon will be good.
  • Discount value: The amount of the discount value.
  • % or $: This control if a Percent amount or a Dollar amount is given for the discount value.
  • Use One Time Only: If this is Yes, a client can only use the Coupon Item a single time.  This can be used for promotional items.
  • Applying Discount: This controls how the automatic discount is applied at the register.  There are 4 options.  Most salons will use the Auto discount highest qualifying priced item.

The item Coupon Item we created will give a one-time 50% discount on a spray tan service.  It is good until 04-30-2017.  We have decided to allow them to apply it only to the highest priced item on the list of qualified items.

  1. Click Save and the item will drop down to the next line.
  2. Click on the item and a new area will appear at the bottom of the window.
  3. Click the +/- button that will appear.
  4. At the top of the window, new tabs will appear.  These will allow you to select the services and/or products you want the Coupon Item to apply to.
  5. You also have options to allow the Coupon Item to be used on any Tan Service without having to add them manually, and allow it to be used on a tanning surcharge.
  6. Click Save to go back to the first window.
  7. Click Save to save the Coupon Item.

Now we will use it at the register.

  1. Click Register.
  2. Search for and click on the client you want to sell to.
  3. Select the item to sell at the register.
  4. Click Tender.
  5. Click Coupon Item from the payment options.
  6. Click OK when the message about the tracking number appears.
  7. Enter the tracking number in the Account Number area:
  8. Click OK.
  9. You will be asked to confirm the use of the coupon item.  If you have a memo, it will be displayed in this pop-up.  If this is the correct Coupon Item, click YES.

  10. Tender out transactions as normal.  If the item is discounted 100%, click Cash, Balance Due.

  11. Click OK will complete the transaction.

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