QuickTouch: Coupons and Discounts
- Elisa Madigan
Coupon Maintenance
“Coupons” and “Discounts” have two different functionalities. Coupons are dollar-off amounts, and Discounts are percentage-off amounts. Coupon Maintenance is the area you go to add, remove, or modify coupons you will accept. Coupons can be either for a fixed dollar amount or can prompt for a cashier entered amount.
There are tax considerations when applying coupons. In QuickTouch, the sales tax can be applied before or after the coupon. This option is set under Tax Setup in General Setup Options.
This selection is important because many taxing authorities require that tax be paid on the full amount of the service – thus, the tax is applied before the coupon. For example, if a service is $25.99, with 6% tax and a $2 coupon:
Tax Before Coupon |
| Tax After Coupon |
|
Sale | $25.99 | Sale | $25.99 |
|
| Coupon | -$2.00 |
Subtotal | $25.99 | Subtotal | $23.99 |
Tax 6% | $1.56 | Tax 6% | $1.44 |
Coupon | -$2.00 |
|
|
Amount Due | $25.55 | Amount Due | $25.43 |
Note that the difference here for one transaction is small – 12¢. The danger for the business owner using the Tax After Coupon method is that an audit will require that the difference be paid for every invoice for several years. So, a shop that does 10,000 vehicles per year, owing 12¢ for 7 years, would owe $8400 in back taxes.
Coupon Selection Page
From the Main Menu, choose System Management, Cash Register Maintenance, Coupon Maintenance. You will be prompted with a list of your coupons. Press on a coupon to edit that coupon.
Note the “Add” button on this screen that will allow you to add a new coupon to the list and the “Page 1 of X” indicator. If there is more than one page of coupons, you can use the “Forward” and “Back” buttons to scroll through the screens.
View a report of coupons in the Coupon Analysis report.
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To delete a coupon, go into that coupon, and press the green DELETE button at the top of the screen. When you’re viewing a coupon, press OK to save any changes, or CANCEL to quit without saving changes.
Coupon Name This is the internal name of the coupon that the employees will know and what will print on reports.
Coupon Description Name that prints on the customer’s invoice.
Display Sort order Position the coupon will appear on coupon list.
Prompt for Coupon Amount NO for a fixed amount coupon, YES if you want the cashier to be prompted for the amount. Dollar Amount If the Prompt setting is NO, you can enter the dollar amount of the coupon.
Barcode This field is used when you scan your coupons instead of selecting them from the screen. For QuickTouch to recognize a scanned coupon, the barcode must be scanned into the barcode field in Coupon Maintenance.
Must be Complete Scan When this option is set to Yes, the scanned coupon’s barcode must exactly match the text in the barcode field in Coupon Maintenance. QuickTouch will not accept the coupon if the barcode does not match.
Use Start/End Date Specify whether a coupon has a beginning and ending (expiration) date. The coupon cannot be used outside of these dates if enabled.
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Use Unique Coupon Numbers This option gives you the ability to accept unique coupon numbers at check out. With the unique numbers turned on, you cannot cash out a customer with a unique coupon code that has already been used on another invoice. Using Unique Coupon Numbers will prevent the system from accepting one coupon on multiple occasions.
Use Acceptable Range Allows you to set a range of unique coupon numbers to use in the system, preventing one coupon from being redeemed on multiple occasions. In our example above we have a starting value of 100 and an ending value of 500 to use as unique coupons numbers. When a customer uses a coupon, you will be asked to enter the coupon number. Once the coupon number is used, it cannot be used again.
Discount Maintenance
In QuickTouch, “Coupons” and “Discounts” have two different functionalities. Coupons are dollar-off amounts, and Discounts are percentage-off amounts.
Discount Maintenance is the area you go to add, remove, or modify discounts you will accept. Discounts can be either for a fixed percentage amount or can prompt for a cashier-entered amount.
There are tax considerations when applying discounts. In QuickTouch, the sales tax is applied after the discount is calculated. For example, if a service is $25.99, with 6% tax and a 10% discount:
Tax After Discount |
| |
Sale | $25.99 | |
Discount 10% | -2.60 | |
Subtotal | $23.89 | |
| $1.40 | |
Amount Due |
| |
| $25.39 | |
|
|
|
QuickTouch does not support a “Tax Before Discount” option, as it does with Coupons.
From the Main Menu, choose System Management, Cash Register Maintenance, Discount Maintenance. You will be prompted with a list of your discounts. Press on a discount to edit that discount.
Note the “Add” button on this screen that will allow you to add a new discount to the list.
Also note the “Page 1 of X” indicator. If there is more than one page of discounts, you can use the “Forward” and “Back” buttons to scroll through the screens.
If you wish to delete a discount, go into that discount, and press the green DELETE button at the top of the screen.
When you’re viewing a discount, press OK to save any changes, or CANCEL to quit without saving changes.
You can view a report of your discounts in the Discount Analysis report. From the Main Menu, choose Marketing Management, Discount Analysis.
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Discount Name This is the internal name of the discount that the employees will know and what will print on reports.
Discount Description This is the ‘friendly’ name that will print out on the customer’s invoice.
Prompt for Discount Amount NO for a fixed amount discount, YES if you want the cashier to be prompted for the amount.
% Amount If the Prompt setting is NO, the user will be asked for the discount amount at check out.
Barcode This field is used when you scan your discount coupons instead of selecting them from the screen. For QuickTouch to recognize a scanned discount coupon, the barcode must be scanned into the barcode field in Discount Maintenance.
Must be Complete Scan When this option is set to Yes, the scanned discount coupon’s barcode must exactly match the text in the barcode field in Discount Maintenance. QuickTouch will not accept the discount if the barcode does not match.
Use Start/End Date Specify if a discount has a beginning and ending (expiration) date. The discount cannot be used outside of these dates if enabled