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 view high level voucher or coupon information
to view or edit a voucher’s or coupon’s configuration options
to view an order where a voucher has been applied
Configurable options in vouchers and coupons
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.
Specifies the value of the voucher or coupon.
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, which is one of:
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.
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.
Specifies the currency of the voucher or coupon. The currency defaults to Any, and the drop-down list contains:
Indicates whether the voucher or coupon is applied automatically to the order.
Indicates when the voucher or code expires. After this date, the code will not be applied.
Indicates whether the voucher or code is enabled. It can be set to Live or Disabled.
Click Save to save configuration options for this voucher or coupon.
Step by step
Step 1: Log into Management Interface
Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.
Step 2: Open Coupons
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:
- You can filter the voucher list by code, status or type.
Action 1: View or edit voucher & coupon options
Click Edit to the right of the voucher or coupon to view and/or edit configuration options associated with that voucher or coupon.
Remember to save any changes that you make. Changes are applied immediately to your WebShop.
Action 2: View an order where a voucher has been applied
The “Coupon Uses” tab displays a list of orders for a particular account and email address where the coupon has been applied. This information is used to enforce the “Max usage per email address” option that you can specify for a coupon.
Click on the “Order ID” to open a particular order to see the order in more detail. This opens the Order Administration - View Order screen in the Management Interface.