Envision Cloud User Guide

Item Coupon

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Item Coupon

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Item Coupon

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This tab will allow you to apply coupons that have been created to discount a single item.

 

SalesRegEditItemCoupon

 

How to Apply an Item Coupon

 

Method 1:

 

1.  Ring up the products/services that the client is purchasing.

 

2.  Select the Edit Line Item button on the item the coupon will be applied to.

 

SalesRegEditLineItemButton

 

3. When the "Edit Line Item Screen" appears, select the "Coupons" tab.

 

4. Select a coupon from the drop down, then click "Add Coupon".

 

5. The coupon will appear in the list and the discount will be applied. You can choose to remove the coupon by clicking the red "Remove" button.

 

6. Enter a note for the coupon. This is an optional step.

 

7. Select  the "Save" button.

 

8.  Finish the transaction and collect payment.

 

Method 2:

 

1.  Ring up the products/services that the client is purchasing.

 

2.  Set the item search to "Barcode" if it is not set already. The item search can be alternated by clicking the button to the left of the search field.

 

3. Type into the item search field the promo code linked with the coupon or scan the corresponding barcode.

 

SalesRegCouponBarcodeSearch

 

4. This following screen will appear. Select the item you wish to apply the coupon to.

 

SalesRegApplyCouponScreen

 

5.  The discount will be applied to the item. Finish the transaction and collect payment.

 

Important: Items can have both a ticket coupon and an item coupon applied.