The Coupon Code Update screen allows you to add a new or update an existing Coupon Code.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
To process the coupon payment, the Allow Coupon option must be enabled on the Payment profile to which you are linked.
See Also: Topic Doc - RecTrac Coupons.
From the bottom of the screen…
Click Save to save your changes. You will be returned to the Coupon Management DataGrid.
Click Cancel to return to the Coupon Management DataGrid without saving your changes.
Click Serial Coupons to continue to the Serial Coupon Management DataGrid where you can create Serialized Coupons. Serializing your coupons allows you to create a unique record for each coupon linked to this Code. Unique records allow for specific tracking and (optimally) one-time usage only.
Note: The Serial Coupon button becomes active when the Serialize Coupons option is selected.
Core
Coupon Code (SACOUPON_CouponCode)
If you are creating a new Coupon Code, enter your code in this field. This field will accept up to 30 alpha-numeric characters. This is a mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
For Example: 10Percent
If you are updating an existing Coupon Code you will not visit this field.
DeleteCoupon Type (SACOUPON_CouponType)
Expand the Drop-down list to select your Coupon Type.
- Flat - The value entered in the Amount field will be a flat dollar amount. So if you enter 10.00" in that field the coupon will be good for $10.00 off the purchase price.
- Percent - The value entered in the Amount field will be a percent. If you enter "10.00" in that field the coupon will be good for 10% off the purchase price.
Note: Full percentage rates start on the left-hand side of the decimal. For Example: a 10% coupon would be entered as 10.00. A 10.5% coupon would be entered as 10.50.
Status (SACOUPON_RecordStatus)
Expand the Drop-down list to select the status of your Coupon Code.
- Active
- Inactive
Description (SACOUPON_Description)
Enter the Description for this Coupon Code. This field will accept up to 100 alpha-numeric characters.
For Example: 10% Coupon
DeleteAmount (SACOUPON_Amount)
Enter the value in this field which represents the amount of the Coupon. Depending on your Coupon Type selection, this value will be either a Flat Rate (where entering 10.00 for example, would equal $10.00) or a Percentage (where entering 10.00 for example, would equal 10%).
DeletePermissions (SACOUPON_Permissions)
Click in the Combo Box icon to select the Permissions code(s) you want to apply to this Coupon Code.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called Access Rights and they are maintained on the Table Permissions tab of the Permissions profile
Note: You can leave this field blank if desired. When this field is blank the system skips the Permissions check for this record. In that event all users will have access to this record provided their Access Rights for the module allow for it.
Serialize Coupons (SACoupon_SerializeCoupons)
Select this option to serialize" the coupons linked to this Code. The Serial Coupons button at the bottom of the screen will become active. Click Serial Coupons to continue to the Serial Coupon Management DataGrid where you can create individual coupons for this Code.
Serializing your coupons allows you to create a unique record for each coupon linked to this Code. Unique records allow for specific tracking and (optimally) one-time usage only. Serializing your coupons also allows you to create a specific number of "limited edition" coupons.
For Example: You might wish to reward the first 50 families who sign a child up for your Summer Camp activities with a 20% coupon good on their next purchase. Creating a Coupon Code and linking 50 unique serial coupons to it would allow you to accomplish this.
DeleteAllow Serial Reuse (SACoupon_AllowSerialReuse)
Select this option to allow multiple use of serialized coupons. When this option is enabled, a patron holding a serialized coupon can use it more than once.
DeleteRules
Rules (SACouponUpdate_RuleDataGrid)
The Coupon Maintenance Rules DataGrid allows you to see all applicable rules linked to this Coupon.
By default, the Coupon Update Rules DataGrid displays where the Rule is linked, the Linked Description, the Allow Option (check mark for allow, 'x' for disallow), the Rule Description, the Rule Status, the Transaction Type, the (linked) Rule Group, the Rule Override Option, the Parent Table and ID, the Clone ID, and the Record Type. Your set up may vary.
See Also: RecTrac Rules for a detailed description of RecTrac rules setup information and examples.
Buttons on the rule grid…
Click Add and make a selection:
- Add Rule - You will continue to the Rule Detail screen where you may add or change a linked rule using basic options.
- Advanced Rule Add - You will continue to the Rule Update screen where you may add or change a linked rule using advanced options.
Note: Rule Default Record Permissions determine whether or not you receive a Default Record Add pop-up message upon clicking Add Rule and Default Rules by Module determine what default records populate the list.
If you receive the pop-up message asking whether you want to add a --New Blank Record-- then you have Permissions to add "regular" rule records and default rule records to your database. Expand the list and make a selection:
- If you have default rules you may opt to use them if desired.
- If you do not have default rules Vermont Systems recommends choosing --New Blank Record-- as it will create a new rule.
If you do not receive the pop-up you do not have Permissions to add default rule records to your database. You will be adding a new rule record only.
In the standard Vermont Systems design Rule Default Record Permissions are maintained on your Permissions profile • Default Record Permissions group. Default rules are maintained in Rule Management.
The default rules that populate the Drop-down list are maintained in your Rules and Fees profile.
Highlight/select a record click Change and make a selection:
- Change Rule - You will continue to the Rule Detail screen where you may change a linked rule using basic options.
- Advanced Rule Change - You will continue to the Rule Update screen where you may change a linked rule using advanced options.
Click Link Set and make a selection:
- Link Set as Template - You will continue to the Set Maintenance DataGrid where you may select a rule set template to link if desired. When linked as a template any rules in the set can be modified on a case by case basis but changes made to the set in Set Maintenance will not filter down.
- Link Set as Unchangeable - You will continue to the Set Maintenance DataGrid where you may select a rule set to link if desired. When linked as an unchangeable set rules in the set cannot be changed on this screen. However you can make changes to a set in Set Management and those will take effect immediately.
Highlight/select a record and click Delete to remove it from the rules linked to this DataGrid.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program where you can clone rules.
Bulk Change is not available from this DataGrid.
Click Export Rules to continue to the File Maintenance Export screen where you can select records in the DataGrid to export. The export creates an XML file which can be viewed/saved from the Document Center.
The Export/Import process provides an easy way to move records between items in your RecTrac database or between separate RecTrac databases if necessary.
Click Import Rules to continue to the File Maintenance Import screen where you can select an XML file containing records you wish to import into this DataGrid.
The Export/Import process provides an easy way to move records between items in your database or between separate RecTrac databases if necessary.
Delete