Coupons Section

The coupons on discount are now available in the updated version of Store Manager for WooCommerce.

The appropriate sector you can find in the top toolbar of the program:

Manage coupons

The Upper Coupons Grid

Represents with the list of available coupons, their types, amount, short description, the product IDs which the coupons assigned to, usage limitation, if any, and the date of their expiration.

Coupons upper grid toolbar

The toolbar above helps to perform the following operations:

Coupons toolbar

- Add new - opens the form with the necessary fields in the lower grid. Switch between the tabs to create the coupon with the required data (see the 'Lower coupons grid' chapter below);

- Edit coupon - calls the same form as the 'Add New' action with the filled fields which can be modified or changed;

- Delete coupon button - allows removing the selected values from the existing list;

- ‘Columns for Preview’ button - helps to manipulate with the data in columns which can be displayed in a current list.

The Lower Coupons Grid

Contains the Edit form with the corresponding tabs to fill.

Coupon Lower Grid

General tab: shows the data related to the coupon name, description, type, amount and date of the expiration.

Please note, the code (i.e. the appropriate promo-code specified by users to activate the discount) field is mandatory.

General tab

Description box contains the information on the particular coupon. Specify the details to describe the current offer.

Discount type field introduced by these variants:

Discount types

1. Product Discount - the numeric value of the discount related to the products in the cart.

Example of product discount

2. Product % Discount - works the same as the previous type but in the percentage equivalent.

3. Cart Discount - the level of the discount will be calculated based on the total amount of the cart.

4.Cart % Discount - the value specified in percentage which can be applied to get the discount for the total amount of the cart. Consider the example, represented in the illustration below:

Cart Percentage Discount

Discount Amount - indicate the value of the discount. Depending on the type, selected in the previous field, it can be numeric fixed or percentage value.

Allow Free Shipping - add a free shipping to the current coupon offer.

Allow free  shipping

Coupon Expiry Date field allows specify specific date which the discount will be relevant to:

Coupon Expiry Date field

Usage Restriction tab

Usage Restriction

In the two upper fields you can specify the price range (the minimum and the maximum price value) for which the created coupon will be valid.

For example, if the limits are set from 70$ to 100 $, in that case, the price of the positions less than 70$ and more than 100$ will be taken without a discount.

Max/min spend fields

Individual Use Only - not used in combination with other coupons. In this manner, when applying the coupon, other discounts will be unavailable for usage.

Exclude Sale Items activates the condition under which the products on sale will be ignored by this coupon.

Email Restrictions - specify corresponding email addresses of the customers which can be applied the discount.

Usage Limits tab

Usage limits tab

Usage Limit per Coupon - specify the number of times the particular coupon can be applied by customers before becomes invalid.

Limit Usage to X Items - indicate the number of products to which the coupon can be applied before becomes inactive. This field will be valid if the chosen type of coupon is Fixed Product Discount and if there is one or more products to which a coupon discount may apply.

Usage Limit per User - set an individual limit for each user. That is means, when a certain number of times which spent by customer to apply the coupon gets exhausted, the coupon becomes invalid for that customer.

Product Restrictions tab

Affected Products - the products the current coupon will be applied to. It can be also the list of products which need to be in the customer cart in case the 'Fixed Cart Discount' is selected.

Affected Products list

Excluded Products - the list of products which the coupon will not applied to. In addition, if the 'Fixed cart discount' type is chosen the products listed in that field cannot be in the cart during purchasing.

Excluded Product List

Note, if you leave the tab empty (the affected and excluded products list not specified) the coupon can be applied (used) to the entire range of the store.

Press ‘Apply’ to make the changes activated and saved.

Categories Restrictions tab

Affected and Excluded Categories - choose the categories on the left to make the coupon available for such positions and, accordingly, for the products, assigned to the categories which are selected on the right, current coupon will be inaccessible.

Category Restrictions tab

‘Apply’ button saves the changes, performed in the particular tab.

Once this coupon has been activated, you can distribute it by e-mail to your customers or place at the store’s site as a hot offer.

Apply Coupon at the Front-End

After receiving the promotional code the customers can use it during the purchase at the Front- End of the store to get the discounted price.

Specify the code in the appropriate area of the cart (1) and press ‘Apply’ button to activate it (2).

Coupon on the Front-End

The sum of the order will be calculated based on the product price, taxes and selected discount.

Apply Coupon to the Order in Point of Sale Section of Store Manager

In POS section of Store Manager, starting from the updated versions the coupon can be added directly during order creation.

In the lower part of the POS form you can see an area for coupon adding. Press the button to open a list with all available coupons:

Add coupon in POS

Choose one you need and it will be applied to the current order. You can see the totals of an order with the discount assigned to the chosen coupon.

Take into account the price fields with tax and without tax - it varies depending on the discount you have applied.

The table below with the discount values represents by the columns of the code name, discount and tax. The discount - it is an actual discount on the product based on its cost (price without tax).

The column 'Tax' forms on the basis of the discount amount which is applied to the order automatically.

Discount amount in price of the order

'Product Total (Tax Exl)' - this is the difference between an actual price of the product (TAX exl) and the amount of the discount in the numeric equivalent.

The price with the discount in our case (represented in the illustration above) will be equal to: 24-6=18$

If the product is taxable you can see the variations in the columns related to the Tax values as well.

The 'Total of an order with Tax' is obtained from the differences between the price value (Tax Incl) and the 'Order Discount' column.

Order Discount column

The price with the taxes will be equal to: 29.95-7.49=22.46$

If the data are configured properly you can save an order and close the POS form simultaneously.

Create and Exit option in POS

In the Orders list the newly-created order is shown with the coupon details as well.

Coupons in Orders list

Please contact us if you need any assistance or help and we will gladly provide you with necessary details and information.