Create, edit, and use coupons

Coupons are a great way to generate sales and reward frequent customers. And with Ascend, coupons are easy to create, share with customers, and redeem.

Create a coupon


1. From the Ascend desktop, select View > Payment Types
2. Select the Coupon payment type from the list. Your existing coupons display in the lower part of the screen.



3. Select the Add icon from the lower part of the screen. 
4. Fill in the Description field with the new coupon name.
5. Enter the amount in the Value field
6. Then select a Start Date and End Date for this promotion.
7. The Code field auto-populates when you enter a description, but you can easily change it if you want to use your own custom code. You cannot use an existing code (from another coupon).
Sherpa tip: Codes can be up to 20 numbers, or up to 14 alphanumeric characters.



8. Post-Tax is selected by default, but you can change it to Pre-Tax if needed. You state or locality sets the tax laws, so check with your accountant before making this change.
Sherpa tip: Pre-tax coupons must be applied to the sale before non-coupon payments are taken. Post-tax coupons can be taken at any time during a sale (even if the customer has already made a payment). 
9. Click Save

If you're a multi-store retailer, coupons are automatically shared across all your locations. If a location does not plan to honor this coupon, have them open the coupon and uncheck the Honor Coupon box. Then click Save

Edit a coupon


1. From the Ascend desktop, select View > Payment Types.
2. Select the Coupon payment type from the list. Your existing coupons display in the lower part of the screen.



3. Select the coupon you would like to edit from the lower part of the screen and click Edit.
4. Make the necessary updates on the Edit Coupon window and click Save to record your changes.


Sherpa tip: Codes can be up to 20 numbers, or up to 14 alphanumeric characters. If you're a multi-store retailer, coupons are automatically updated across all your locations honoring the coupon. If a location does not plan to honor this coupon, have them open the coupon and uncheck the Honor Coupon box. Then click Save

Use the coupon for marketing campaigns

If you build your own digital marketing campaigns, you can easily copy or print the coupon barcode. Highlight the coupon and select the Label icon in the middle of the screen to open the Print Barcode Label window.



Click Copy if you want to copy and paste the barcode into a digital campaign (like an email). 

Otherwise, set the Copies field to the number of labels you want, and click Print for any printed materials (like flyers or postcards).

Coupon reporting


Interested in how successful your coupon marketing campaign has been? Check out this report.

1. From the Ascend desktop, click Reports.
2. Scroll to the the Payments section on the left. 
3. Double-click the Coupon Use History report

This report shows data from all your coupons, or from a specific coupon code, depending on what you choose in the Filters popup


Apply a coupon to a transaction


Once a customer is ready to pay for their items, check if they have any coupons to apply to the sale. 

1. Select the Coupon payment type.
2. Scan the coupon.
3. If you cannot scan the coupon (which might be the case if it's on a phone screen), you can select it by Code or Description.



4. Select Save.

The coupon is applied to the sale. Coupons can only be used once, so if it covers more than the cost of the item, the "leftover" amount is lost. 

If the coupon does not cover the full balance, the customer will have to pay for the rest of the transaction with another payment type. 

Sherpa Tip

If you have a barcode scanner capable of scanning drivers' licenses (a DS4308-DL, a DS6878-DL, or a DS8178-DL), you can scan coupon codes directly on a customer's phone!

Additional Resources


Video: Create and Use Coupons

Article: Download Coupons using the Coupon Wizard

Video: Use the Coupon Wizard

Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Record a payout
  13. Sell a Gift Card
  14. Sell a Gift Certificate
  15. Issue In-Store Credit
  16. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  17. Create, edit, and use coupons
  18. Use the Cash Drawer Counter
  19. Add a country in Ascend
  20. Add a Tax Exception Reason
  21. Create custom payment types
  22. Print a large receipt for a transaction
  23. Exchange a product for a customer
  24. Use rounded payments
  25. See who took a payment
  26. Change the customer in a transaction
  27. Charge a purchase to Purchase on Account (accounts receivable)
  28. Set up Purchase on Account for a customer (accounts receivable)
  29. Close Purchase on Account for a customer (accounts receivable)
  30. Post a payment to Purchase on Account (accounts receivable)
  31. Send invoices for Purchase on Account (accounts receivable)
  32. Handle Special Order items
  33. Process a cash payment
  34. Process a check payment
  35. Process a custom payment type
  36. Process an eCommerce payment
  37. Process a financing payment
  38. Process a gift card payment
  39. Process a gift certificate payment
  40. Process an in-store credit payment
  41. Manually process a credit card, Trek Card, or gift card payment
  42. Process credit or debit card payments using the (Ingenico) payment terminal
  43. Process a Trek Card payment
  44. Process a trade-in payment
  45. Manage Discount Reasons
  46. Discount items on a transaction

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