3. Discounts and Coupons
Configure reusable discounts, coupon codes, redemption limits, and availability.
- How to create a reusable discount
- How to create a coupon code and set redemption limits
- How to review, edit, or expire discounts and coupons
How to create a reusable discount
Create a reusable discount when employees need a consistent percentage or fixed reduction at checkout.
Create the discount
- Open Settings > Discounts.
- Select Create Discount.
- Enter a clear name.
- Choose Percentage or Fixed amount and enter the value.
- Choose where it applies: the subtotal, all products, a group, or a specific product.
- Configure automatic application and expiration when applicable.
- Review the example savings.
- Save the discount.
Use a name that tells employees why the discount exists, such as “10% Loyalty Discount” instead of a generic name.
How to create a coupon code and set redemption limits
Coupons connect a customer-facing code with a configured discount and control when or how often the offer can be used.
Create the coupon
- Open Settings > Coupons.
- Select Create Coupon.
- Enter the coupon code employees or customers will use.
- Select the discount connected to the coupon.
- Choose single use, limited use, or unlimited use.
- For limited use, enter the maximum number of redemptions.
- Enter the business cost when applicable.
- Set the start and expiration date and time.
- Add a description, then save.
Before publishing a code
- Test the code with an eligible transaction.
- Confirm the start and expiration times use the intended location time zone.
- Make the redemption limit clear in customer-facing advertising.
How to review, edit, or expire discounts and coupons
Review active promotions regularly so outdated discounts or coupon codes do not remain available longer than intended.
Review a promotion
- Open Settings > Discounts or Settings > Coupons.
- Select the record to review.
- Confirm its value, eligible target, automatic behavior, redemption limit, and availability dates.
- Correct the configuration or set an appropriate expiration.
- Save the changes.
Protect profitability
- Avoid overlapping automatic discounts unless stacking is intentional.
- Confirm fixed discounts cannot exceed the eligible sale amount in normal use.
- Retire codes that have been publicly exposed beyond their intended campaign.
- Review reports to understand redemption and business cost.