Purpose and scope

As a merchant, you may want to improve your product offering, by selling gift vouchers or including discount-based coupons on either all or some products in your catalogue. The Coupons feature allows you to create a variety of different discount-based coupons in Aphix Management Interface. The discount-based coupons can be applied to all products in your catalogue, or to products that match specific criteria.

A coupon applies a percentage reduction on some or all products. Coupons can be restricted by product code or by email address.

A voucher applies a fixed amount to be deducted ono the amount due on an order. A voucher can be used multiple times and reduces over time. If the amount of the order is greater than the voucher value, the remaining balance is listed and changed on the final payments page. This could mean that you are charged immediately as a credit card customer, or your credit is reduced by the amount if you are a credit customer. If the amount of the order is less than the voucher value, the order amount is deducted from the voucher, and the voucher balance is reduced by the same amount. The remaining voucher value can be used at a later time.

The purpose of this article is:

  • to define what options you can configure in vouchers and coupons

  • to describe how to create a voucher or coupon

Configurable options in vouchers and coupons

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Description

Code

Specifies the name of voucher or coupon that is shared with your customers and used by them to avail of the configured discount.

In WebShop, the code is entered on the Cart screen.

Value

Specifies the value of the voucher or coupon.

  • Where discount type is Percentage Coupon, the value represents a percentage of the order total.

  • Where discount type is a Voucher, the value represents a cash amount, which is reduced from the order total.

Minimum cart value

Specifies the minimum cart value that must apply before the coupon or voucher is valid. If left blank, the cart value can be any amount greater than 0.

Minimum cart type

Specifies if the discount is applied to the gross or net value of the order.

Discount type

Discount type, which is one of:

  • Shipping coupon

  • Percentage coupon

  • Voucher

Limit to # of uses

Specifies the number of times the coupon or voucher is valid for

Max usage per email address


Specifies the number of times any particular email address can use the code to obtain the discount.

  • If set to 0, then there is unlimited usage of the code per email address

  • If set to a value greater than 0, a check is made against the number of times a customer’s email address is used to verify that the coupon or voucher is valid. Setting this value automatically restricts the coupon or voucher to the value entered per email address.

List

Specifies a list of customers for which the coupon or voucher is applicable.

A dropdown box of customer lists is provided. Customer lists are set up in Aphix Management Interface by selecting Customers → Product lists. For coupons, the list type must be set to Coupon.

Currency

Specifies the currency of the voucher or coupon. The currency defaults to Any, and the drop-down list contains:

  • Any - select if your WebShop has been set up as multi-currency, and the voucher or coupon value is the customer’s currency when the place the order.

  • All currencies that have been configured in your ERP

Auto apply

Indicates whether the voucher or coupon is applied automatically to the order.

  • If set to , the discount is not applied to the order, and the customer must enter a code.

  • If set to , the discount is applied to the order automatically.

Expiry date

Indicates when the voucher or code expires. After this date, the code will not be applied.

Live

Indicates whether the voucher or code is enabled. It can be set to Live or Disabled.

Action

Click Save to save configuration options for this voucher or coupon.

Step by step

Step 1: Log into Management Interface

Log in

Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.

Step 2: Open Coupons

Open
  1. Click Coupons in the left menu bar. This displays the list of vouchers and coupons that have already been created. The following selected configured options are shown for each voucher and/or coupon:

    • Code

    • Discount type

    • Value

    • Expiry date

    • Is enabled?

    • Automatically applies

    • Action

      Key notes

      • You can filter the voucher list by code, status or type.

Step 3: Create a voucher or coupon

Create
  1. Click Create New, located at the top right of the screen. This opens the Coupon Edit screen.

  2. Complete the form and click Save.

    Key notes

    • Mandatory fields are:

      • Coupon code

      • Minimum cart value

      • Discount type

      • Limit to # of uses

    Remember to save your new coupon or voucher. New coupons and vouchers can be applied immediately to your WebShop.