Setup Discount Coupon Groups for Item Filter

YouTube: How to Set Up Item-Based Discount Coupon Application Using Coupon Groups?

How to Set Up Item Based Discount Coupon Application Using Coupon Groups?

In this tutorial, we will walk through the complete process of configuring Discount Coupon Groups with Item Filters. This setup ensures that discount coupons are applied only to eligible items, based on predefined group criteria.

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Navigate to Discount Coupon Configuration

• Navigate Setup Module

• Select Setup Accounts

• Click on Setup Customer Database

• Locate and select "Set Up Discount Coupon Groups for Item Filter".

Note: Before enabling item-wise coupon filtering, discount coupon groups must be created.

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Create Discount Coupon Groups

• Open Setup Discount Coupon Groups

• Enter the Discount Coupon Group Name

• Define a Short Name for easy identification

Select Discount Type:

Choose the Discount Reflection Method in the bill.

• Percent – for percentage-based discounts

• Value – for fixed-amount discounts

• Select the Default Discount Account for accounting entry

• Click Save to record the configuration

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Configure Discount Coupon Group for Item Filter

• Open Set Up Discount Coupon Groups for Item Filter

• Select the required Discount Coupon Group

• Save the details

Allocate Items to Discount Group

• Navigate to Allocate Items to Discount Group tab

• Select the Discount Coupon Group

• Choose the Items eligible for the discount

• Click Save to confirm item allocation

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Create Discount Coupons

• Select the Discount Coupon Group

• Define the Coupon Prefix

• Enter the applicable Discount Percentage or Value

• Fill in additional required coupon details

• Select the Discount Coupon Item Group from the dropdown

• Click Save to complete the coupon setup

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Validate Coupon Application in Sales Bill

• Open the Sales Bill window

• Start a New Transaction

Scenario 1: Item Not Linked to Discount Group

• Add an item not allocated to the discount group

• Click Discount Coupon

• Search and apply the coupon

• Attempt to save the bill

  • System displays an error message indicating that the coupon cannot be applied due to item-group mismatch

Scenario 2: Item Linked to Discount Group

• Add an item allocated to the respective discount group

• Click Discount Coupon and Search

• Apply the coupon and Save the bill.

• The defined 10% discount is successfully applied

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Conclusion

This configuration ensures controlled and accurate discount application, preventing unauthorized coupon usage and maintaining pricing integrity across transactions.