Setup Discount Coupon Branch Groups

YouTube: How to Assign Discount Coupons to Specific Branch Groups for Restricted Redemption?

How to Assign Discount Coupons to Specific Branch Groups for Restricted Redemption?

This tutorial explains how to set up Branch Group-wise Discount Coupons in Logic ERP. It guides you through creating discount coupon groups, assigning branches, linking coupons, and testing their applicability during billing. This feature ensures that discount coupons are applied only to authorized branches, improving control and preventing misuse.

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Objective of Discount Coupon Branch Groups

• Control coupon usage Branch-Wise

• Prevent unauthorized application of discounts

• Ensure targeted promotional strategies

• Improve billing accuracy and compliance

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Accessing Discount Coupon Setup

• Navigate to Main Menu → Setup

• Open Accounts Module → Customer Database

• Click on “Setup Discount Coupon Branch Groups”

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Creating Discount Coupon Branch Groups

• Define the Discount Coupon Group Name

• Click Save

• Multiple Groups can be created based on business needs

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Allocating Branches to Coupon Groups

• Go to Allocate Branches to Discount Coupon Group Tab

• Select required Branches

• Click Refresh

Allocation Methods

• Press Spacebar → Assign group to selected rows

• Press F2 → Assign group to all rows at once

• Click Save

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Linking Discount Coupons to Groups

• Go to Link Discount Coupons to Discount Coupon Group Tab

• Search and select required Discount Coupons

• Click Refresh

Linking Methods

• Press Spacebar → Assign group individually

• Press F2 → Assign group to all coupons

• Click Save

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Implement Coupon Restrictions (Non-Authorized Branch)

• Open Sales Bill Window

• Create a New Transaction

• Enter Discount Coupon Number

Result

• System displays error:

  • Coupon is not valid for this branch

• Restriction works successfully

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Implement Coupon Application (Authorized Branch)

• Log in to the Authorized Branch (e.g., Head Office)

• Create a New Sales Transaction

• Apply the same Discount Coupon

Result

• Coupon is successfully applied

• Discount reflects in the bill

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Key Benefits

• Enables branch-specific promotions

• Prevents misuse of discount coupons

• Improves control over discount policies

• Enhances customer targeting strategies

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Best Practice Tips

• Clearly define coupon groups based on branch roles

• Regularly review coupon allocations

• Test configurations before live implementation

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Final Outcome

• Discount coupons are restricted to authorized branches

• Billing process enforces controlled discount usage

• Business achieves better promotional management and security