POS Coupon Master

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.
POS Coupon Master
1Code : Here Enter the Coupon code / Name by which is identified by you.
2Valid Up To : Specify the date till which the coupon code will be valid.
3Calculation : Select the relevant option from the drop down which you want choose to calculate the offer. Options are “Percentage” and “Amount”.
4Value : Specify the value of discount. This value will be considered for both cases of calculation Percentage / Amount so specify the value accordingly.
5Max Amount : Specify the Maximum Amount of discount to be applied irrespective of the amount calculated based on the value & calculation type.
6Use 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.
7Item Set : Select the relevant option from the drop down list which items you want to apply this coupon.
Save : Click on  to Save the values.
Clear : Click on  to Clear the values.
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!