Promo codes and coupons

Many merchants offer special discounts to customers who enter a previously published promo code on the online “shopping cart,” through Λctiv8 POS, or in a retail sales order created in Λctiv8 Manager. Manager provides for two types of promo discount:

Like many other types of discount, you establish these by creating rules in Λctiv8 Manager.

Promo discounts

To create a promo code or coupon:

  1. In Λctiv8 Manager, create a new record in the Rule list.

  2. In the Rule – Data Entry dialog (on the General tab), select the Type 'Transaction' and Subtype 'Promo Discount.' In the Label field, you may wish to enter “Promo Code”. To limit the discount to orders of a certain size or greater, enter the Minimum number of items.

  3. In the String to Compare field, enter the name of the coupon or the actual promo code.

  4. In the Field to Compare field, enter “TRANSACTION.SOURCECODE”.

  5. To create a wholesale promo discount, use the string “TRANSACTION.SOURCECODE2”.

  6. Select an Amount Type: 'Percentage' specifies a markdown rate; 'Accum. Percent' is a percentage discount in addition to the regular club member discount.

  7. Enter the Amount of the discount.

  8. In the Promo Date Range group, select the Start and Finish Dates that define when the coupon will be valid.

Shipping promo codes

To create a shipping promo code:

  1. In Λctiv8 Manager, create a new record in the Rule list.

  2. In the Rule – Data Entry dialog (on the General tab), select the Type 'Transaction' and Subtype 'Shipping Promo.' In the Label field, you may wish to enter “Promo Code”. To limit the discount to orders of a certain size or greater, enter the Minimum number of items.

  3. In the String to Compare field, enter the name of the promo code.

  4. If this string is the same as one defined for a promo discount (see above), then the system will apply both rules to the order.

  5. In the Field to Compare field, enter “TRANSACTION.SOURCECODE”.

  6. To create a wholesale shipping promo, use the string “TRANSACTION.SOURCECODE2”.

  7. Select an Amount Type: 'Fixed Cost' specifies a fixed shipping cost, regardless of discount; 'Percentage' specifies a markdown rate; 'Accum. Percent' is a percentage discount in addition to any other shipping & handling discount.

  8. Enter the Amount of the discount.

  9. In the Promo Date Range group, select the Start and Finish Dates that define when the coupon will be valid.

Source tracking

Both discount and shipping promo codes can also aid your marketing and sales efforts, by tracking the source of sales transactions.


Related topics:

Related topics:

Applying discounts

Product (inventory) discount

Customer discounts

Package discounts

Promo codes and coupons

Line-item discounts

POS discounts