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Section 44 – Discount Coupon
Version NPR 5.47NP Retail Configuration Manual
Table of Contents
44. Discount Coupons
44.1. Basic Setup
44.1.1. Discount Coupon Setup
44.1.2. Coupon Modules
44.2. Coupon Types
44.3. Coupon Card
44.3.1. Fixed Amount Flat Discount Coupon
44.3.2. 10 Free beer
44.3.3. Free Entry
44.3.4. Buy 2 items , Get 1 free
44.3.5. Buy 4 Get 1 -Qty
44.3.6. Discount List
44.3.7. Time Validation Coupon
44.4. Coupons
44.5. Scanning Coupon in the EAN Box
44.6. Quick Method to create a list of Item (NPR 5.36)
44.6.1. Add Item List
44.6.2. Set Priority List
44.7. Archiving of Unused Coupons
44.7.1. List of "Open" Coupons
44.7.2. List of "Archived" Coupons



Discount Coupons

The Discount Coupon module, is a part of NP-Retail, and adds the possibility to issue Coupons that gives discount to certain items. A Coupon can be issued with a reference number, so it is unique or have a defined number, to be used several times. It is found under Retail in NAV, or by searching for Discount Coupons, where me overview looks like this.
Menu: Departments/Retail/Management/Discount Coupons

Basic Setup

Discount Coupon Setup

The only required setup of coupons are number series, one for Coupons and one for Posted.

Coupon Modules

The way coupons works is by using a combination of different code units that are made to Issue/Validate or Apply discount in a certain way. There is created a variety of modules, to handle various uses of Coupons. This also makes it easy to create a Customer specific module, in the case that someone will need to handle it in a different way.
Currently the following Modules available:

Type

Code

Purpose

Issue Coupon

DEFAULT

Will issue coupons.

Issue Coupon

MEMBER-LOYALTY

Will issue coupons based on rule established in Member Management Module.
(Refer to section "Earning and Redeeming points" in Member Management Manual for details).

Issue Coupon

ON-SALE

Will issue coupons together with the sale ticket on selling items from POS and print them.

Issue Coupon

PRINT

Will issue coupons and print them.

Validate Coupon

DEFAULT

Will check the coupon is valid within a valid date period defined. If end date field in the Coupon Card is left blank, it will be valid indefinitely.

Validate Coupon

ITEM_LIST

Will check the coupon is valid according to a defined list of items. The item(s) must be present on the sale line in the POS on doing the sale.

Validate Coupon

TIME

The validity will be check not only on date basis, but also on time basis.

Apply Discount

DEFAULT

Will give discount according to the settings on the coupon.

Apply Discount

EXTRA_ITEM

Will give discount to the specific item selected to discount, will also add the item to POS when coupon is scanned.

Apply Discount

ITEM_LIST

Will give discount according to the settings / rates set on the Item List.



Coupon Types

Coupon types, are where we create the settings on which we want to create a certain coupon. The following sections will go through different coupon types, and the way they are configured.
We have 5 main coupons schemes with their own settings.

Coupon Card

We define the Discount Coupon on the Coupon Card. The card comprises of four different sections:

General – We define the Discount Coupon Code, a description, and the type of discount that will be given when using the Discount Coupon.
Issue Coupon – It covers the method used to issue the Discount Coupon. Hence, we can issue coupon as a pre-printed batch and also on issuing a sale ticket.
Validate Coupon – It defines the criteria to validate a coupon on time of redeeming it.
Apply Discount – It defines the condition to apply the discount.
Let's take some example to illustrate how to set up different types of Discount Coupons.

Fixed Amount Flat Discount Coupon

This is a flat discount, that gives 200kr discount on any sale with any items.

First, we add a Code, and description, then we set a Discount type, and a discount amount. here it is Discount amount, and 200. Hence, this Coupon will give 200 discount to any sale on POS
We could also change discount type, to "Discount %" then we can define a discount percent to apply to the sale, and add a Max, Discount Amount. To avoid an unlimited discount amount.

In the next section we define what Modules we want to use to handle this Coupon.

Issue Coupon – We choose default module, it would create the Coupon but not print it. also we define the Reference number used to create the coupon external number. The reference number can be created as a part of the Number series [S] and then added some random characters, [AN*3] for 3 random. It could also be static DISC200, and the coupon will a static external number, but you will only be able to create 1. we can add customer number, for easier tracking of coupons for customers, and we can add a print template code.
Validate Coupon – We Choose default, since the only validation is if the coupon is Valid, also here we add Starting and ending date.
Apply Discount – We choose default again, it's an all out discount, so no need to define Items. We can here also change if the coupon can be used more than one time, and if it can be used more than once per POS sale.

10 Free beer

This is a coupon for free Beer, it can be used 10 times. Tivoli Friheden has this as a coupon you can buy, and then exchange coupons for beers.

We use discount % and set that to 100 percent to make it free.

Issue Coupon – We choose print module, it would create the Coupon and print it. also we define the Reference number used to create the coupon external number, we can add customer number, for easier tracking of coupons for customers, and we can add a print template code.
Validate Coupon – We Choose default, since the only validation is if the coupon is Valid, also here we add Starting and ending date.
Apply Discount – We choose EXTRA_ITEM, when choosing this a setup button appears on the ribbon, called "Setup Apply Discount"

Here we can define a Specific item to be applied to this coupon, and when scanning the coupon in POS, this item will be added as a sales line along with the Coupon. We also set this as a multiuse coupon, with 10 uses, and we have also set that all 10 uses can be used in the same sale.

Free Entry

This is the same as the one before, with one exception, that it's not a multiuse, and can only be used once. The setup is as follows:


Buy 2 items , Get 1 free

This coupon is for free item when purchasing 2 items. A simple would be to buy 2 specific items and you get the 1 item for free. The validation has been developed based on 'Item List'. We now have the possibility to set quantity that needs to exist in the sales line to activate the coupon.
Two new fields have been added on the 'Setup Validate Coupon':

  • Lot Validation
  • Validation Quantity

The 3 types of validations:

  1. Default: Meaning that the coupon will be valid on any item defined in the list.
  2. Validation Quantity: The coupon will only be valid if the specific items exist in the sales line and equal to the validation quantity.
  3. Lot Validation: The coupon will be valid if all the items specified in the item list exist in the sales line with the defined validation quantity.

The setup is as follows:

  1. Default



  1. Validation Quantity


  1. Lot Validation

When Lot validation is activated, validation quantity is hidden on the 'Total' section and the 'Validation Quantity' appears in the coupon line.

Buy 4 Get 1 -Qty

A new function called "EXTRA_ITEM_QTY" has been developped. The function is similar to the 'EXTRA_ITEM'. The only difference between the two is that "EXTRA_ITEM_QTY" recalculates the free item quantity based on the configured item in the salesline.
For example for Coupon type B4G1, if the customer purchase 8 configured items, he will get 2 free extra item.
Below an example of the setup to be done and it's application on POS:
The field Apply Discount Coupon is set to "EXTRA_ITEM_QTY".

Setup Validate Coupon:

Setup Apply Coupon :
This setup is where all happen.With function "EXTRA_ITEM_QTY', you have more options as per illustration below.

The page consists of 2 main sections:

  1. General

In this section, you define the type of discount to be given. You have also the possibility to put a limit on free item quantity per coupon.
The field Extra Item per Lot and Extra Item per Qty will be filled depending on what has been setup in Validate coupon.

  1. Coupon List Items

In this section, it will display the eligible item list that has already been setup on Validate coupon.
You have also the possibility to add new item to the list by pressing the 'Add Items'.
On addition of new item, the item list on 'Setup Validate Coupon' will also be updated.

Discount List

This one defines a list of items we can use the Coupon on.

Here we again used discount percent, its 50%, up to a max of 1000kr.

Issue Coupon – We choose default module, it would create the Coupon but not print it. also we define the Reference number used to create the coupon external number, we can add customer number, for easier tracking of coupons for customers, and we can add a print template code.
Validate Coupon – We Choose ITEM_LIST, this will beside check if coupon is valid, also check if any of the discount items is present in the POS sale. If not it will not allow the use of the Coupon
Apply Discount – We choose ITEM_LIST, when choosing this a setup button appears on the ribbon, called "Setup Apply Discount"

Here we can add items/Item group, or Item Discount group. This is the items the coupon is valid for, we can for each item also add a max discount, so even if the Coupon Is valid for 1000kr discount, it is a max of 500kr per item. The priority field, can be used to define which items should have discount applied first.

Time Validation Coupon

The time validation coupon is an additional feature that allows you to set time intervals on discount coupons.
There are two ways to setup the time validation coupon:

  1. Everyday

Using the Period Type 'Everyday' means that the discount coupon will be valid everyday within the time intervals that has been set.
Example:
The discount coupon will be valid every day during the time frame of 9hr to 12hr

  1. Weekly

Using the Period Type 'Weekly' means that the discount coupon will be only valid on selected days within the time intervals that has been set.
Example:
Here the discount coupon will be valid only on Fridays from 18hr to 20hr

Coupons

To Issue a Coupon go to the Coupon types list, and find the "Issue Coupons" under actions and enter the amount you want. After they are issued they can be found under Coupons.

Here you can open and look at the individual Coupon, and look at the entries. There will be a entry for each use of the coupon, a 10 Free beer, will have 10 open entries. And each time its used, one will be deducted. It could look like this.

When a coupon is used and there is no more open entries it will be moved to Posted Coupons.
From a Coupon you can reprint it, and you can change the valid to and from date. There is also a "Manual Post Coupon" to post outdated coupons or invalid ones.
The manual Post is also present from the coupon list, and can be used to Post coupons selected. BEWARE coupons posted, CANNOT be undone.
One the posted Coupons you can look at entries and see if a coupon is posted from the use of it, here is also a sales ticket number, or if it is Manual posted. There will also be a user ID entry so you always can track who posted it.

Scanning Coupon in the EAN Box

The Transcendence setup for now is quite simple, as the only thing we can do is either add a button to choose "Scan Coupon" or to add it as a part of the EAN Box.
If added to EAN box, the setup looks as the following.

When a Coupon is used In POS it will look like this.
The top line being the Coupon, and the bottom line being the item with discount.

And here with a 200kr Flat discount coupon split on two items.


Quick Method to create a list of Item (NPR 5.36)

We have introduced a quick method to create a list of items, based on any criteria we choose on Item card. The logic is to use a Table Fitter to select the items.
This will apply to the following functions:
Hereby implemented two actions on the Discount Coupon Item List Setup Page:

Add Item List

Opens a filter page --> Opens Request Priority --> Adds Items within the Filter

The Edit -Add Items page allows us to set filters based on any Table Filter to create a list of items. Fort example, we can create a list of items, by selecting Item Group is "CAFÉ", then we will have all items that has Item Group CAFÉ in the list created.

Set Priority List

Opens Request Priority --> Updates Priority on the selected Items
Apart of creating a list, we have also added priorities in case, some of the items has a higher priority than another.
After creating the list, you need to highlight the items you need to give a priority to and then using the function "Set Priorities", you set the priority.

Archiving of Unused Coupons

The archiving an "Open" Coupon happens in the following two circumstances:

  • When we redeem the coupon on the POS.
  • When we remove it from the "Open" Coupon batch because maybe we want to withdraw it from the system for a reason or simply it does not have a valid date anymore.

List of "Open" Coupons

There are two ways of getting at the list of "Open" Coupons:

  • Via menu: Departments/Retail/Management/Discount Coupons/Coupons

We will get a list of all Open coupons which are under different Coupon Type

  • Via Coupon Type Card

We will get a list of all Open coupons which are under the specific Coupon Type

We have a set of functions in the Action Ribbon on the list of Coupons, to help the users to manually archive "Open".

Show Expired Coupons
The function "Show Expired Coupons" is a tool to filter the Open Coupon List for the coupons that has the End Date less that our current date. Hence, at one go we can see all the coupons that has not been used to date.

Archive Coupons
The function "Archive Coupons" is used to move the Open Coupons from our active table to an archived table. To select which line or all line, we just put our cursor on the liens to select & then use the "Archive Coupons" button.
Note:
On the Coupon Type Card & the Coupon Type List, the status for the Coupon Qty (Open) & Arch. Coupon Qty. will be automatically updated on archiving an Open Coupon.

List of "Archived" Coupons

We can access the List of Archived Coupons Via Coupon Type Card.

We can also navigate further on the line to get the details of the archive entries. As explained, a coupon can be archived by the action of posting it in the POS or manually.
Applying the Discount Coupon to a Sale in POS

Manual Archive