Coupons

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Overview

• OMS is able to apply coupons to orders, including those defined within the program itself or coupons that are used at the web store (shopping cart an e-commerce software system that allows a retailer to sell products on the Web. In the context of Monsoon OMS, it refers to the settings that describe a merchant's web store to the program, allowing it communicate with the online shopping cart and import orders and other information), provided the cart includes coupon information in the XML a mark-up language similar to HTML, except that it is used to structure data, not display it. XML is used to order data in such a way that it can be passed between applications with relative ease..

• At the Coupons screen synonymous with the Microsoft Access Form object or graphical user interface (GUI), the user can Add, Edit or Delete a coupon.

• The Coupons screen is accessed from the Main Menu>Settings>Order Functions>Coupons

Description of the Screen

ID Field

• enter an arbitrary but unique value in this field to identify the coupon; this is the Coupon ID entered on the Add Coupons screen

Start Date Field

• date when the coupon goes into effect

End Date Field

• last date that the coupon will be in effect

Percent Off Field

• portion of the total price (up to two decimal places) that should be deducted from the order

• this field is mutually exclusive with the Dollars Off Field

or Dollars Off Field

• represents the dollar total (up to two decimal places) which should be deducted from the order

• this field is mutually exclusive with the Percent Off Field

Minimum Order Field

• the smallest amount that the total value of the order must meet in order to qualify for the coupon

Maximum Discount Field

• the greatest amount that can be deducted from a single order

Notes Field

• a brief description of the coupon, its purpose or any other internal notations

Add Button

• opens the Add Coupon screen where the user may create a new coupon

Edit Button   

• opens the Edit Coupon screen where the user may alter the information associated with a coupon

Delete Button   

• removes the selected coupon from the system; the user will be prompted for confirmation; click OK to proceed or Cancel to abandon the removal of the coupon

Close Button   

• click this button to exit the Coupons screen

Additional Information about Processing Coupons

• The way OMS handles coupons when orders are imported depends on how the shopping cart stores the coupon information.

• In some cases, OMS may not be able to distinguish between percentage off coupons and dollar off coupons in some incoming orders. If so, it defaults to treating the coupon as if it is a dollar off coupon. This means that if an order is changed after it is imported into OMS , the program does not recalculate the order total as it would if the coupon was a percentage off coupon. In this case, the only way to apply the percentage off coupon is to manually delete the line item individual products listed on an order adjustment at the Orders screen and re-add the coupon to the order by clicking the Coupon link next to the Original and Revised columns.

• By default, the OMS applies coupons to orders before it applies sales tax. Shopping carts which adhere to OMS 's XML specifications, as outlined in the Developers Guide, can control whether a coupon or discount is processed before or after sales tax is calculated.

• To control how the program calculates sales tax when taxable and non-taxable items are on the same order, see system parameter ProrateDiscountsForTaxes, which was introduced in Version 5.913.  

Additional Information

Created: 3/13/12

Revised: 3/16/12

Published: 04/14/16