Applying/Removing a Coupon on an Order

Coupons can be applied to an entire order or to individual line items in an order either during the order creation process OR after the order has already been created. If a coupon is applied to an order that has already been paid, a credit will be added to the order. If necessary, you can also remove a coupon from an order.

The steps below assume that you are not currently viewing the order in which you want to apply/remove a coupon. If you are currently viewing the order in which you want to apply/remove a coupon, skip to step 3.

Applying a Coupon

To apply a coupon on an order:

1. From the Orders Central page, search for the appropriate order. For more information, please see Searching for an Existing Order.
2. From the order summary page, click the pencil icon in the top, right corner.
3. From the Order Details section, from the Work with Order Line Items drop-down, select Discounts, Coupons, Market Codes, then select Go.
   The Line Item Discounts and Codes page displays, as shown below.
   
4. Enter at least three characters in the Coupon field and click the magnifying glass search icon to display available options.
   Alternatively, click Advanced to display the Choose a Coupon Code page displays, as shown below.
   
   The following fields are available when searching for a coupon to add to the order:
   1. Coupon Code (COUPON_CODE in ORD_COUPON)
   2. Description (DESCRIPTION in ORD_COUPON)
   3. Status Code (STATUS_CODE in ORD_COUPON)
   4. Coupon Type (COUPON_TYPE_CODE in ORD_COUPON)
   5. Product Code (PRODUCT_CODE in ORD_COUPON)
   6. Valid From (EFFECTIVE_BEGIN_DATE in ORD_COUPON)
   7. Valid To (EFFECTIVE_END_DATE in ORD_COUPON)
   8. Expiration Rule (EXPIRATION_RULE_CODE in ORD_COUPON)
5. Enter the appropriate search criteria and click Search.
   To return to the previous screen, DO NOT click the Back button in your browser; click Cancel.
6. Select the appropriate coupon from the grid and click Select.
7. From the Line Item Options section, expand each row to view additional details about each line in the order, such as the discount, market code, and coupon currently applied to the order line, as shown below.
   
8. Check the checkbox next to the line(s) you want to apply the coupon to and click Apply to Selected Line Items.
9. Click Save.
10. Click Update Pricing to view an updated order total based on the newly added coupon.

Removing a Coupon

To remove a coupon for an order:

1. From the Orders Central page, search for the appropriate order. For more information, please see Searching for an Existing Order.
2. From the order summary page, click the pencil icon in the top, right corner.
3. From the Order Details section, from the Work with Order Line Items drop-down, select Apply Discount.
   The Line Item Discounts and Codes page displays, as shown below.
   
4. From the Line Item Options section, expand each row to view additional details about each line in the order, such as the discount, market code, and coupon currently applied to the order line, as shown below.
   
5. Click the pencil icon next to the line item in which you want to remove the coupon.
   The Line Item Discounts and Coupons - Line No. page displays, as shown below.
   
6. To remove the coupon, click the X next to the coupon code in the Coupon field.
7. Click Save.
8. Click Update Pricing to view an updated order total based on the removed coupon.