Home > Price List > Creating a Coupon or Promotion
Creating a Coupon or Promotion
Open your price list.
Create a new group for coupons. Tip: Can hide a group.
Create a new item by clicking New Item on the ribbon.
Give the item an Identifier and Description. Note: The identifier is used to help you find the item when applying it to an invoice. The description will appear on the client's invoice.
Open the Item Type drop-down list and choose Promotional Item.
Choose any additional settings you need on the General tab. Tip: You can limit the availability of a promotion by using the Item Visibility date fields.
Now, to set up the specifics of the coupon, open the Promotional Item Details tab.
Dollar Off - Use this type to give a flat amount off an order or a set amount for every $xx dollars a client spends on an order.
Percentage Off - Enter a percentage amount and then choose which items are included in the promotion. Note: Item Tags are used when you want to limit the discount to specific items that aren't already grouped by Item Type, Product Line, or Group.
Free Item - Use this to offer a free item, like an 8x10 print. In addition to your own free item promotions, the Free Item type is also used with Groupons and other third-party coupons.
Loyalty Reward - Use this type of promotion to issue a coupon for dollars off a client's next visit. The reward can be a flat amount or it can be a set amount for every $xx dollars a client spends (on the current order). These rewards can include an automatic expiration.
Next, choose any Limitations for the coupon.
Limit to one use per invoice - Do not allow the coupon to be added to an invoice multiple times. Note: This is required for a "Free Item" promotion.
Limit to invoices with a subtotal of... - Limit the coupon to invoices over a certain dollar amount (before taxes). Enter the threshold amount.
Limit to clients with a status of... - Limit the coupon to clients with a certain status. Choose the status from the drop-down list.
Save and close the item when finished.