🏷️ Sell / Billing
Offers & Coupons
Offers & Coupons has two tabs: Coupons for customer-entered discount codes, and Promotions for automatic discount rules that apply themselves at billing with no code to type — both support percentage or flat-amount discounts.
📍 Menu path: Sell / Billing → Offers & Coupons
👤 Who uses it: Roles with Promotions access and the relevant Create/Edit/Delete permission; Advanced plan tier or above
🏷️ Plan tier: advanced+
Overview
Coupons require the customer or cashier to enter a specific code at checkout to unlock the discount; Promotions apply automatically to every qualifying sale without any code.
Both Coupons and Promotions currently let you create Percent or Flat discount types from this screen. Two other types — Buy X Get Y and Bundle Price — appear in the Promotions list as pre-existing, read-only entries; they cannot be created, edited, or toggled from this page, only viewed.
A Promotion's Visibility scope (This branch only / All branches in unit / All branches company) can only be set by an Admin, and only at the moment of creation — it cannot be changed afterwards on edit.
Neither form has a start date — only a single Expires At date. A discount is considered active from the moment it is created until that date (or indefinitely if left blank).
Before You Start
- This page requires the Advanced plan tier and the Promotions feature — it is not visible in the sidebar below Advanced.
- Creating, editing or deleting requires the corresponding Create/Edit/Delete permission on this page.
- Setting a Promotion's Visibility scope additionally requires the Admin role, and only appears while creating a new promotion, not while editing one.
Step-by-Step Guide
1 Create a coupon code
- Switch to the Coupons tab and click + New Coupon.
- Enter a Code (automatically forced to uppercase, e.g. SUMMER20) and an optional Description.
- Choose Type — Percent (%) or Flat ($) — and enter the Value.
- Optionally set a Min Order value (default 0), and — for Percent coupons only — a Max Discount cap so a huge cart cannot trigger an unlimited discount.
- Optionally set Max Uses (leave blank for unlimited) and an Expires At date, then Save.
2 Create an automatic promotion
- Switch to the Promotions tab and click + New Promotion.
- Enter a Name (required) and optional Description.
- Choose Type — Percent (%) or Flat ($) — and enter the Discount Value (required).
- Optionally set Min Order, Max Uses (default unlimited) and Expires At.
- If you are an Admin, choose Visibility for this new promotion: This branch only, All branches in unit, or All branches (company) — the default is company-wide — then Save.
💡 Visibility cannot be changed after creation, so double-check it before saving if you manage multiple branches.
3 Activate, deactivate, edit or delete an offer
- On the Promotions tab, use the toggle icon to Activate or Deactivate a promotion instantly (no confirmation needed), or the pencil icon to Edit its details.
- On the Coupons tab, the trash icon is a soft "Deactivate" rather than a true delete — it asks for confirmation and keeps the coupon's usage history intact, it just stops it from being redeemable again.
- Buy X Get Y and Bundle Price entries in the Promotions list have their toggle and edit actions disabled ("Read-only type") — they can only be viewed here.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Coupon — Code | The string a cashier or customer types at checkout to apply the discount; automatically uppercased. |
Coupon/Promotion — Type | Percent (%) or Flat ($) — the only two types creatable from this screen. |
Coupon — Max Discount | Only shown for Percent-type coupons; caps the maximum rupee amount a single redemption can discount. |
Min Order Value | The cart subtotal must reach this amount before the coupon/promotion can apply; 0 means no minimum. |
Max Uses | Total number of times the coupon/promotion can be redeemed across all customers; blank means unlimited (shown as usedCount / ∞ in the list). |
Expires At | The single expiry date for the offer — there is no separate start date field. |
Promotion — Visibility (Admin, create-only) | This branch only / All branches in unit / All branches (company) — controls which stores the automatic promotion applies at. |
Active toggle | Instantly switches a promotion on/off without a confirmation dialog; disabled for read-only Buy X Get Y / Bundle Price types. |
Coupons list — Uses column | Shows usedCount / maxUses, or usedCount / ∞ if no max was set. |
Tips & Best Practices
- Keep coupon codes short and easy to say out loud (e.g. DIWALI15) since a cashier or customer has to type them exactly at checkout.
- Pair Percent coupons with a Max Discount cap so a single unusually large cart cannot eat into your margin more than intended.
- Use a company-wide Promotion Visibility scope to run one sale across every branch from head office instead of recreating it store by store.
- Use Min Order Value to stop small baskets from qualifying for a discount meant to encourage bigger purchases.
Troubleshooting & FAQ
I can't find a way to create a Buy X Get Y or Bundle Price deal.
Those two types are read-only on this page — they show up in the Promotions list if they already exist, but new ones cannot be created, edited or toggled here.
I deleted a coupon but it still shows up.
Deleting a coupon is really a soft "deactivate" — it stays visible with its usage history intact but can no longer be redeemed.
The Visibility field is missing when I try to edit a promotion.
Visibility scope can only be chosen once, at creation, and only by an Admin — it is not editable afterwards by design.
The Offers & Coupons menu item does not appear at all.
This page requires the Advanced plan tier and the Promotions feature — check your plan under Settings → Billing/Plan if you believe you should have access.