RUX Coupons

Coupons extension allows you to apply a coupon code on a sales quote, order, or invoice, and then track their usage.

Setup of Coupons is very easy. You simply create your coupon with a description, then link to a resource number.Then on the Sales Document, you simply select the coupon code and it will apply the appropriate discount.

• Apply a Start Date and End Date to each coupon
• Indicate if the coupon is for an amount or if it is for a percentage discount.
• You can also enter minimum order amount to apply to (i.e. 10 % off orders over $100).
• For each coupon, you can indicate if you want to include Items, G/L Accounts, and/or Resources in the Order amount (i.e., if you want coupon to apply to only items, not lines like freight or surcharges).
• Coupon amount (Percent coupons), recalculate on release of the sales order, and posting of the invoice.
• Coupon Code is then tracked on Sales Documents and Posted Invoices to do usage analysis.

Coupons - Toolbox Tuesday Episode 38

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Coupons Creation and Setup

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Coupons Sales Order Utilization

Coupons on Posted Sales Invoices

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