Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the POS Coupon master set up options.
Before we begin, let us understand about the need of POS Coupon master and the usage of this particular activity.
In retail industry, to increase footfall of customers to store, coupons are provided which special discounts valid for limited period and specific items. Alignbooks provide you this functionality to generate coupon codes and implement it within the Alignbooks.
You can also edit and delete an already created set of information with required authorisation.
The key functions of a POS Coupon Master Module are:
· Creation of a New POS Coupon Record;
· Modification of an existing POS Coupon Record;
· Deletion of an existing POS Coupon record.
We will be going through the each of these set of information in detail.
New POS Coupon Creation–
You can create a “POS Coupon” click under “Point of Sale Module” from menu of AlignBooks and the screen which appears looks like this;
You can see the option at top right of the screen. Click on this option and you will be directed to the relevant coupon creation screen.
Here you will have basic section where all the required data pertaining to a new coupon can be captured.
Code : Here Enter the Coupon code / Name by which is identified by you.
Value : Specify the value of discount. This value will be considered for both cases of calculation Percentage / Amount so specify the value accordingly.
Use Type : Select the relevant option to specify the utilization mode of this coupon from Single or Multi Use, if single use then coupon can be utilized only once.
Delete : Click on to delete the existing master. (Enabled only when you edit the master)
Exit : Click on Or to Exit from the New Coupon Form.
We are now back to the main screen for the POS Coupon Master.
Edit: If you wish to Edit a POS Coupon detail, click on . The POS Coupon details will be opened in edit mode, can make the required changes and click on to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on .
Delete : If you wish to delete a POS Coupon data, Click on and confirm the deletion.
It is advisable not to delete a POS Coupon if some data are already entered against that Coupon. Note that the System will not allow you to delete this record unless you delete all transactions with the POS Coupon.
Bulk Delete : If you wish to delete POS Coupon data in bulk then enable the check box against each Coupon and Click on and confirm the deletion. All POS Coupon data will be removed which are not used in any transaction.
Refresh : Click on to refresh the list with the changes made by you.
Export : Click on to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on to Exit from the POS Coupon master.
We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!
under “Point of Sale Module” 
from menu of AlignBooks and the screen which appears looks like this;
option at top right of the screen. Click on this option and you will be directed to the relevant coupon creation screen. 
to Save the values.
to Clear the values.
to delete the existing master. (Enabled only when you edit the master)
Or 
to Exit from the New Coupon Form.
. The POS Coupon details will be opened in edit mode, can make the required changes and click on 
to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on 
.
and confirm the deletion.
against each Coupon and Click on 
and confirm the deletion. All POS Coupon data will be removed which are not used in any transaction.
to refresh the list with the changes made by you.
to Export the data as visible in the list to an Excel Sheet.
to Exit from the POS Coupon master.