Coupons Setup

When the feature setting is enabled, users can configure coupons in the Coupons dashboard (All Settings ➜ Templates ➜ Coupons ➜ Add). For Printable coupons, the following fields are displayed in the Add pop-up screen:

• Active

• Name

• Description

• List of Keywords

• Coupon Template

For e-coupons, the following additional details are displayed:

Field	Description
Active	This flag is enabled by default. Users must enable this flag to create active coupons.
Type	The type of coupon. This is a mandatory field that allows users to select from the following options: Printable: When selected, users can print the coupon from reservations. E-Coupon: When selected, users can add the coupon to the reservation and redeem them. Users can configure coupons of both types.
Name	The coupon name. This is a mandatory field that allows users to enter a unique coupon name. This field accepts a maximum of 13 characters.
Code	The coupon code. This is a mandatory field that allows users to enter a unique coupon code. This field accepts a maximum of 2 characters.
Description	The coupon description. This is a mandatory field that allows users to enter a description for the coupon. This field accepts a maximum of 200 characters.
Validity	The validity of the coupon. This is an optional field that allows users to select from the following options: Per Stay: When selected, the coupon can be applied for any day of stay. Per Day: When selected, the coupon can be applied for each day of reservation. By default, the Per Stay option is selected.
House Account	This is a mandatory single-select drop-down list that displays the active house accounts available at the property. When the coupon is applied to a reservation, the selected charges will be routed to the house account selected. Users can select the same house account for multiple coupons.
Folio	This is a mandatory single-select drop-down list that displays the active folios available in the selected house account.
List of Keywords	The following key words are displayed for users to configure the coupon template: Reservation Confirmation Number Group Name Guest Name Loyalty Information Valid Dates of the Coupon VIP Status Name Room Number Select the preferred keywords to be displayed in the printable coupon/e-coupon.
Coupon Template	The selected key words are displayed in this field.

When users click Save, the coupons are saved and displayed in the Coupons Setup screen. The details of the coupons created are displayed in the following columns in the screen:

• Name

• Code

• Type

• Description

• Validity

• House Account

• Status

The following columns can be sorted:

• Name 

• Code 

• Type 

• Validity 

• Status 

Users can search for a record using the name and house account. Records can be filtered based on the following options:

• Type

  • Printable

  • E-Coupon

• Validity 

  • Per Stay 

  • Per Day 

• House Account: The house accounts associated with a coupon are displayed.

The coupon name is displayed as a hyperlink. When clicked, the Edit Coupon pop-up screen appears that allows users to modify the coupon details if required. The modified details will be applied only for coupons that are not added to a reservation. For coupons already added to reservations, only the coupon name, code, and description are updated.

Users can neither close a house account nor its folios when associated with an active/inactive coupon.

• The following message is displayed when users try to close the account: This House Account cannot be closed as it is associated with one or more Coupons. To close it, Disassociate this from coupon setup.

• The following message is displayed when users try to close the house account folio: Folio is associated with one or more Coupons. To close it, Disassociate this from coupon setup.

Users can convert printable coupons to e-coupons and vice versa.