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With our extension, you can conveniently apply coupon codes, which are provided to you by customers, to orders. This works both when creating sales quotes and when creating sales orders. In the following, we show you how to redeem a coupon code on an order.
For this, we are already in a sales order. You can access sales orders via the customer.
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Step 1: Navigation

In the order, you can access the “Redeem coupon” fasttab via the “Process” menu.By clicking on this fasttab, you open the window in which coupons can be redeemed.
Redeem coupon via Process menu
Window for redeeming coupons
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Step 2: Redeem coupon

In this window, you conveniently enter the coupon code that you received from the customer.In our example, this is the coupon code “SUMMER2021”.Then confirm this entry by clicking on “Next”.You have now redeemed the coupon. Now it still needs to be validated by you so that it is added to the order.
Input field for the coupon code
Next button to confirm the entry
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Step 3: Activate coupon

After you have redeemed the coupon as described in the previous step, a window for validating the coupon opens. There, the most important information about the entered coupon code is displayed to you again.You should now briefly check this for accuracy. If this coupon code is the correct one, you can confirm this by clicking on “Finish” at the bottom of the window.The coupon code is now applied to the order.
Validate coupon - Overview
Validate coupon - Information
Finish button
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Step 4: Check the coupon on the order

Finally, it is advisable to check once more, for safety, whether the coupon is also correctly stored in the order lines.As shown in the image, you can see that the coupon code “SUMMER2021” has been applied in the order lines. Now you can briefly verify whether the correct discount has also been granted.
Check the coupon in the order lines
The coupon has been redeemed correctly and you can now finish creating the order.

Create Coupon Codes

Create a new coupon code and define the value type.

Coupon Lines Overview

View and manage the status, amount, and usage of generated coupon lines.