How to Add a Coupon.

1. Go to cloud.ovvihq.com and login using your merchant username and password.

2. From the main dashboard, navigate to the panel located on the left side of the site and click on the option ‘Masters’.

3. From the ‘Masters’ page, locate and click on the ‘Coupon’ button.

4. From the ‘Manage Coupons’ page click on the ‘Add Coupon’ button.

5. Click the drop-down menu for section titled ‘Select Department’ to associate the coupon with the desired department it will be associated with.

6. The section titled ‘Coupon Number’ will show the automatically generated identification number associated with the Coupon.

Please Note: this section can NOT be edited.

7. Click in the text box for the section titled ‘Coupon Code/Name’ then input the desired name of the Coupon.

Please Note: If user wants to have multiple emails to send reports to, they must separate the address with a ‘Coma (,)’ and NO spaces in between emails.

8. Users will have the option to show coupon in another language on the POS with the ‘Coupon Name in Second Language’.

Please Note: This must first be activated in Store Setup before the option can be available here.

9. Users have the option to input details about the coupon in text box titled ‘Description’ but is not required.

10. Click the drop-down menu for the section titled ‘Type of Coupon’ and choice from either ‘Discount Amount’, ‘Discount %’, ‘Free Item’, or ‘Fixed Amount’. For this example, we will choose ‘Free Item’.

11. Click in the text box for ‘Discount %’ and input desired about that will be discount when coupon is applied.

12. Users have the option to display the Coupon as an “item” in a desired displayed department or to hide it by toggling the ‘Display in Menu’ either ON or OFF.

13. If Coupon will be displayed, then users have the option to add an image to display by clicking the pencil icon for the ‘Select an Image’ section.

14. Scroll down and click the ‘>’ button for the section titled ‘Conditions’.

15. Clicking the ‘Apply’ button will allow users to choose the items or departments that the coupon can be applied to.

16. Click either ‘Item’ or ‘Department’.

17. Select the desired Items or departments that the coupon can be applied then click on the ‘Add’ button.

18. Clicking the ‘Ignore’ button will allow users to choose the items or departments can be excluded from coupon.

19. Click either ‘Item’ or ‘Department’.

20. Select the desired Items or departments that the coupon can be applied then click on the ‘Add’ button.

21. To remove any item and/or department from the selection just click on the ‘Trash Can’ action button to the right of that rule.

22. If Apply or Ignore rules have been set for Items and/or Departments, verify that the ‘Match Exact Above Conditions’ is toggled to the ON position.

23. Users have the option to activate ‘Data Validity Applicable?’ to allow the ability to set a date range for when the coupon will be valid for.

Please Note: If left off the coupon will always remain active with no expiration date.

24. To set the date range, click in the text boxes and select desired dates for both ‘Start Date’ and ‘Expiration Date’.

25. Users have the option to activate ‘Appy All Items Except Above Condition’.

Please Note: This option will be used if a coupon will apply to entire inventory except for selected items and/or departments listed as ‘Ignore’

26. Users have the option to activate ‘Apply to Parent Item Only’.

Please Note: This option would be best used when coupon would apply to modifiers linked to an item.

27. Users also have the option to input ‘Minimum Invoice Amount’. This will set the minimum about that the coupon can be applied to.

28. click the ‘>’ button for the section titled ‘Free Item’.

Please Note: This section will ONLY appear when ‘Free Item’ is selected as the ‘Type of Coupon’.

29. Click the ‘Select Item’ button.

30. In the ‘Search Item/PLU’ pop up, users can better search specific items by using any combination of the filter options locate at the top.

31. Click the blank check boxes on the left column titled ‘Select’ to include those desired items to the selection then click the ‘Add’ button.

32. Click the ‘Save & Exit’ to go back ‘Manage Coupons’ Page or the ‘Save & Add New’ button to continue creating additional coupons.

33. When done editing the employee role, click the ‘Back’ button to return to the ‘Manage Coupons’ page.

Important: Make certain to save before clicking the ‘Back’ button otherwise changes may not be saved.

34. To edit or delete a coupon, click on either the ‘Pencil’ or ‘Trash Can’ to action buttons.

35. Click on the ‘Back’ button to return to the ‘Masters’ Page when done creating and editing Offers & Discounts.

36. This Concludes the guide on How to Add a Coupon.