Managing Coupons

After you add coupons, you can view, edit, activate, and deactivate them. To add a coupon, refer to the article "Adding Coupons".

Coupons belong to a brand. The Coupons page shows the coupons of the brand that you are in.

Open the Coupons page

1. Go to Settings.
2. Under Sales & Orders, click Coupons.

View coupons

Use the View list to select the coupons to show:

• Current Coupons: The coupons that clients can use now. A coupon is current when all of these conditions are true:
• It is active.
• Its start date is in the past.
• It has not expired.
• It has not reached its Max Uses.
• All Coupons: All of the coupons of the brand. This includes inactive coupons, expired coupons, and coupons that have reached their Max Uses.

If you cannot find a coupon, select All Coupons.

For each coupon, the list shows the ID, Code, Description, Start Date, Expiration, and Value. It also shows these columns:

• Recurring: Recurring if the discount applies to each invoice, or One Time if it applies one time.
• Max Uses: The maximum number of uses, or Unlimited.
• Total Uses: The number of times that clients used the coupon.

Edit a coupon

1. On the row of the coupon, click Edit. The Edit Coupon popup opens.
2. Make the changes.
3. Click Update.

The Edit Coupon popup has these tabs:

• Coupon Details: The status, description, code, service plan, dates, discounts, type, and uses of the coupon. For more information about these fields, refer to the article "Adding Coupons".
• Upgrades: The discounts for service plan upgrades.
• VIP Clients: The clients that can use the coupon. This tab shows only when VIP Code is set to YES.

Limit a coupon to specific clients

1. Open the Edit Coupon popup for the coupon.
2. On the Coupon Details tab, set VIP Code to YES. The VIP Clients tab shows.
3. Click the VIP Clients tab.
4. Click Add Clients. The Add Members popup opens.
5. Search for the clients. Select Add? for each client, then click Add Clients. The popup closes, and the clients show in the list.
6. To remove a client, select its Remove check box, then click Update.

When an order uses a VIP coupon that has clients in its list, Ubersmith applies the discount only if the order belongs to one of those clients. An order that is not linked to a client does not get the discount.

Deactivate a coupon

When you deactivate a coupon, clients cannot use it.

1. On the row of the coupon, click Deactivate.
2. A confirmation message shows. Click Yes.

Activate a coupon

Inactive coupons do not show in Current Coupons.

1. In the View list, select All Coupons.
2. On the row of the coupon, click Activate.
3. A confirmation message shows. Click Yes.

You can also change the status of a coupon in the Edit Coupon popup. On the Coupon Details tab, set Status to Active or Inactive, then click Update.