Creating coupon items allows you to subtract an amount from an entire sale, as opposed to discounting specific items.

In Retail POS, you can use price rules to apply discounts to specific items automatically. You can also use discount rules to remove a fixed monetary amount or a fixed percentage from the retail price of an item.

Creating coupon items

1. Navigate to Inventory > New Item.

   

2. Enter a relevant title in the Description field.

   

3. Select Non-Inventory from the Type dropdown.

   

4. Enter a negative price point in the Default field.

   

5. Uncheck the Taxable checkbox.

   

6. Click Save Changes.

   

Your coupon item will be created.

To apply the coupon to a sale, add your coupon item to the sale. The discounted amount will be applied to the sale total.

Understanding coupon reporting

Coupon reporting for a single coupon

To see how much money you've discounted using a coupon:

1. Navigate to Inventory.
2. Search for your coupon item and click its name.

3. Navigate to the Sales tab.

   

Here, you can see the Total w/ Tax amount of money that you've discounted. You can also view the QTY Sold Summary to see how many times you've used this coupon.

Coupon reporting for all coupons

If you want to quickly see the amount of money you've discounted using coupons, you can create a specific Category for all coupon items. To do this:

1. Navigate to Inventory > Categories.

   

2. Click + New Category.

   

3. Enter a Category Name.

   

4. Click Save Changes.
5. Navigate back to Inventory > Item Search.
6. For each coupon you want to add to the category:
   1. Search for the coupon item and click its name.

   2. Click None in the Category field.

      

   3. Click Select next to the coupon item's category.

      

   4. Click Save Changes.

You can then filter sales by category to see the total amount of money you've discounted using all coupons in the appropriate category.

Marketing your coupons

Lightspeed Retail generates a system ID and a matching barcode for every item created, including Non-Inventory items such as coupons and promotions. You can use this to your advantage in a few different ways:

• Print a label for this item. Keep this label on an index card or cheat sheet at the register so you and your associates can easily scan it and add the coupon to the sale.
• Use a printed label for the coupon item and add it to a handout for distribution to your customers.
• Use a scanner to save your coupon design with the barcode included as an image. Then use our Mailchimp integration to email the coupon to your newsletter subscribers. They can print the coupon and bring it into your shop for you to scan.

What's next?