How to Create and Redeem Promotion Coupons

Promotions can enhance customer engagement and drive sales. Here’s how you can create and redeem promotion coupons:

setting up and testing

Creating a Promotion Coupon

1. Navigate to Promotions

• Go to Tools → Promotions

• and click on Add Promotions.

2. Enter Promotion Details

• Provide a Promotion Name. and optionally add a **Description **

• Enable the Create Coupons toggle and Set up logic for Coupon Code like Prefix, Minimum number of Coupon, and Maximum number of Coupon. Also upload the Coupon image.

3. Set the Discount

• Choose whether the discount is based on Amount or Percentage.

• For example, select Percentage and specify the discount for Services, Packages, or Products.

4. Define Availability

• Specify when the promotion is available:
• Every day or only on selected days.

5. Save the Promotion

• Click Save to finalize and generate the promotion coupon.
• Here is the print view of your Coupon. You can email this to your printer or designer to get coupon collateral made.

Redeeming a Coupon

1. Create a Bill

• Navigate to Financials → New Bill.

• Select the Customer for whom the bill is being created.

• Choose the Practitioner.

2. Add Items and Apply Discount

• Add the required items or services to the bill.

• Click on Add Discount and enter the Coupon Code.

• Click Apply Coupon to apply the discount.

3. Save the Bill

• Once the coupon is applied, click Save to finalize the bill.

Important Note on Coupon Usage

• Each coupon code can only be used once.
• If you try to reuse a redeemed coupon, you will see a message: *“ The Coupon Code 'EOY3' has already been redeemed.”

Updated on: 05/12/2024