Coupon Code

← Back to Accounts

Overview

Overview: Coupon Code

Coupon Code is used to manage promotional and discount codes that can be offered to customers as part of sales, marketing, or customer retention activities. It allows the business to control how discounts are applied, track their usage, and ensure promotions are aligned with commercial objectives.

This document helps businesses run structured promotions without relying on manual discounts, improving accuracy, consistency, and reporting.

Purpose in Business Operations

The Coupon Code document enables the business to: - Offer discounts or special benefits to customers using a unique code - Support marketing campaigns, seasonal promotions, and loyalty programs - Control who can use a discount, when it can be used, and under what conditions - Track the effectiveness and usage of promotional offers

It acts as a central reference for all discount codes used across sales and billing processes.

Prerequisites and Setup Requirements

Before using Coupon Code, the business should ensure: - Pricing and discount policies are clearly defined - Sales and billing processes are already in place - Products or services eligible for discounts are identified - Validity periods, discount limits, and usage rules are approved by management

Clear internal guidelines help prevent misuse and ensure consistent application of coupon-based discounts.

Typical Workflow and Business Process Fit

  1. Creation of Coupon Code
    A coupon is created with defined rules such as discount value, validity period, and usage limits.

  2. Approval and Activation
    The coupon is reviewed and approved for use in customer transactions.

  3. Distribution to Customers
    The code is shared through marketing channels such as email campaigns, promotions, or customer support.

  4. Application During Sales or Billing
    Customers apply the coupon during purchase, and the discount is automatically applied according to the rules.

  5. Monitoring and Review
    The business tracks usage, evaluates campaign effectiveness, and decides whether to extend, modify, or deactivate the coupon.

This workflow ensures promotional discounts are controlled and measurable.

Key Business Scenarios Where Coupon Code Is Essential

In all these cases, Coupon Code ensures discounts are intentional, traceable, and aligned with business strategy.

Important Considerations for Users

Using Coupon Code responsibly helps balance customer satisfaction with financial control and marketing effectiveness.

Basic Information

Fields

Field Name Label Type Required Options Description
coupon_name Coupon Name Data ✓ - Internal name to identify the coupon in Dafater.
coupon_type Coupon Type Select ✓ Promotional, Gift Card Defines coupon category for promotional or gift card usage.
customer Customer Link Customer Customer eligible to use this coupon in Dafater.
coupon_code Coupon Code Data - Unique code customers enter to redeem the coupon.
pricing_rule Pricing Rule Link ✓ Pricing Rule Linked pricing rule determining discount or benefit applied.
valid_from Valid From Date - Start date from which the coupon becomes usable.
valid_upto Valid Upto Date - Last date until which the coupon remains valid.
maximum_use Maximum Use Int - Maximum number of times this coupon can be redeemed.
used Used Int - Number of times the coupon has already been used.
description Coupon Description Text Editor - Detailed business description explaining coupon purpose and conditions.
amended_from Amended From Link Coupon Code Reference to original coupon record if amended.

Permissions

Role Read Write Create Delete Submit Cancel
Website Manager ✓ ✓ ✓ ✓
System Manager ✓ ✓ ✓ ✓
Accounts User ✓ ✓ ✓ ✓
Sales Manager ✓ ✓ ✓ ✓
DocType Relationship Module
POS Invoice Linked from Accounts
Quotation Linked from Selling
Sales Order Linked from Selling
Coupon Code Links to Accounts
Customer Links to Selling
Pricing Rule Links to Accounts