How do I create a voucher or coupon?
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 the 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
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 Discounts to open the sub-menu.
Click Coupons in the left sub-menu. Read Screen layout: Discount for a description of the fields on this screen. This opens a list of all coupons and vouchers that have been created.
Step 2: Create a new coupon or voucher
Click New, located at the top right of the screen. This opens a New Coupon screen.
Key points and recommendations
Mandatory fields are
Coupon code
Minimum cart value
Discount type
Limit to # of uses
Create a product lists and assign coupon(s) to it; this allows you to apply a coupon to a subset of your products.
Configuration fields
Field | Description |
|---|---|
Coupon 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.
|
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:
|
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.
|
List | Specifies a product list for which the coupon or voucher is applicable. A dropdown box of product lists is provided. Product lists are set up in Management Interface by selecting Customers → Product lists. Read Understanding product lists for more information. |
Currency | Specifies the currency of the voucher or coupon. The currency defaults to Any. The drop-down list contains:
|
Auto apply | Indicates whether the voucher or coupon is applied automatically to the order.
|
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. |
Complete the form and click Save, located in the top right of the screen.
Remember to save your coupon or voucher. New coupons and vouchers are applied immediately to your WebShop.