What is a Coupon Item?

Modified on Thu, 19 Oct 2017 at 03:30 PM

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. In the payment Keys Accepted section scroll to the Coupon Items key.
  4. Place a check mark next to the Coupon Items payment method.  This will expand to the button allowing Coupon Items to be created.  This will be covered in the next section.
  5. 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. Scroll to the Coupon Items section.
  4. Click the Coupon Items button.
  5. Click Add New.
  6. In the window that appears you will enter the information for the coupon item
  • Number: This is the Tracking code for the coupon.  It can be used to type in or scan with a barcode scanner.
  • Name: A readable name of the Coupon Item.
  • Use one time only: If this is checked, a client can only use the Coupon Item a single time.  This can be used for promotional items.
  • Discount: The amount of the discount value.
  • % or $: This control if a Percent amount or a Dollar amount is given for the discount value.
  • Expires: This is the last day that the coupon will be good.
  • Pop Up Memo: This will be a pop-up that appears at the register with additional information for the cashier.
  • 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.

  1. The Qualifying Items section will have a list of products and services.  Click on the item and a new area will appear at the bottom of the window.
  2. The item Coupon Item we created below 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.

  3. The Show Selected button will show only the checked service and products that the coupon item applies to.  Click it will change the button Show All to display all items.
  4. Click Save to go back to the first window.
  5. Click Close to return to the Register Setup.

Now we will use it at the register.

  1. Search for and open the client's profile you want to sell t0.
  2. Click Register on the left side.
  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 then Balance Due.

  11. Click OK will complete the transaction.

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