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এই পাতায়

The Discount & Coupon addon lets you run a promotion without touching the price list. You make a code, decide who may use it, how much it takes off and for how long, and apply it on a dealer invoice. Every use is recorded against the code, so afterwards you know what the campaign cost you.

It is for a centre that sells to dealers and sub-dealers: an Eid offer, a launch price for a new model, a thank-you to one good dealer.

Switching it on

Discount & Coupon is free and comes with the script. Open Admin → Addons and press Enable on the Discount & Coupon Addons card.

Where to find it

PlaceWhat is there
More → Discounts & CouponsYour codes, the form to make one, and where each code was used.
Admin → Addons → Settings on the cardThe settings below.
The invoice formA Coupon code box, with a See the codes link.
Dealer portal: My DiscountsThe codes that dealer can use today.

While at least one code is usable, the dashboard shows Live coupons with the number usable right now.

Settings

SettingWhat it does
Show dealers the codes available to themAdds My Discounts to the dealer portal.
Allow a coupon on top of a manual invoice discountOff means the coupon replaces whatever discount was typed in. On, the two are added together.
Default validity for a new code (days)Default 30.

Making a code

Discounts & Coupons → + Create a code.

FieldWhat it means
CodeWhat is typed on the invoice, e.g. EID10. Upper or lower case does not matter. Two coupons cannot share a code.
DiscountPercentage off or Fixed amount off.
AmountThe percentage, or the amount in Tk.
DescriptionA note for your staff and for the dealer.
Who can use itEveryone, Dealers only, Sub-dealers only or One dealer (then choose the Dealer).
StatusActive or Inactive.
Minimum invoice0 = no minimum.
Cap the discount atUseful with a percentage. 0 = no cap.
Total uses allowed0 = unlimited.
Uses per dealer0 = unlimited.
Valid from, Valid toThe dates the code works between.

The list shows each code with its Discount, Who, Valid dates, how many times it was Used, the discount Given and its Status. Edit, Disable / Enable and the delete button work from the list. Opening a code shows Where it has been used: when, by which dealer, on which invoice and for how much. The top of the screen counts Codes, Live now, Times used and Discount given.

Using a code on an invoice

  1. Make a dealer invoice as usual (see Invoices).
  2. Type the code into Coupon code and save.
  3. The code is checked against the invoice subtotal and the dealer. If it fits, the panel says, for example, Coupon EID10 applied — Tk 500.00 off. and the discount is on the invoice.
  4. If it does not fit, the invoice is saved without it, and the message says why.

A code is refused when it is not found, not active, not valid yet, expired or used up; when the invoice is below the minimum; when it belongs to a different dealer, or is for dealers only or sub-dealers only and the buyer is the other kind; or when this dealer has already used it the maximum number of times.

A percentage discount is worked out on the subtotal and stopped at the cap, and a discount can never be more than the invoice itself.

What the dealer sees

My Discounts lists the codes Available to you, with What you get, the Conditions and when each one Ends, and a Copy code button. Below is Discounts you have had, invoice by invoice. The top counts Codes you can use and what they have Saved so far.

The dealer tells you the code when ordering, or writes it in a ticket, and your staff put it on the invoice.

A typical promotion

  1. Create PUJA15: Percentage off, 15, Dealers only, Cap the discount at Tk 3,000, Uses per dealer 2, valid for the festival fortnight.
  2. Tell your dealers with a notification or a campaign from Notifications & Marketing.
  3. Dealers see it under My Discounts and quote it when ordering.
  4. After the fortnight, open the code and read Where it has been used to see what it cost and who took it up.

Tips

  • Use One dealer for a private arrangement, so other dealers never see it.
  • Make the code Inactive rather than deleting it when a promotion ends; the record of what it gave away stays.
  • Coupons are for dealer invoices. Prices for everybody belong in the Catalogue price list.
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