Managing Coupons

Adding a New Coupon

1. Click the blue "New Coupon" button.

   Fill in the required fields:

   • Name: Enter a descriptive name for the coupon.

     Department: Select the department to categorize the coupon.

     Coupon Type:

     • Flat Amount ($): Applies a one-time discount in dollar value if any eligible items are in the order.
     • Percentage (%): Discounts a percentage of the total sum of all eligible items.

   • Amount: Define the value of the discount or surcharge.

     Assign applicable items from the right-side list. A coupon can only be applied if at least one of the selected items is in the order.

     Discount vs. Surcharge:

   • If the coupon is a discount, select “- (Negative = Discount)”.

   • If the coupon adds a fee (e.g., express service charge), enter a positive number.

     Tax Matching:

   • The coupon’s tax rates must match the tax rates of all applicable items to ensure proper application.
2. Click Save to confirm.

Editing a Coupon

1. Click the Department button containing the coupon.
2. Click the Coupon button to modify settings.
3. Click Save when finished.

A Coupon’s Department can be quickly reassigned by clicking and dragging the Coupon’s button onto another Department button to the left.