Coupon Rules and Validation

When a customer or cashier applies a coupon, Cashvio checks every rule below in real time. Set these fields when you create or manage coupons.

Applicability

Coupons apply in one of two scopes:

Whole Order

• The discount applies to the entire order subtotal
• Best for general promotions (welcome codes, store-wide sales)
• No product or category selection is required

Specific Items

• The discount applies only to matching products or categories you selected on the coupon
• You must pick at least one product or category when creating the coupon
• The discount is calculated from eligible line items only; everything else stays full price
• Example: 20% off beverages when the coupon targets the Beverages category

At checkout: If the coupon is set to Specific Items, the cart must contain at least one item from the selected products or categories. Otherwise the code is rejected even if the order total is high enough.

Percentage and fixed discounts both respect applicability: only eligible subtotals receive the discount.

Usage Limits

Two independent limits control how often a coupon can be redeemed.

Maximum Usage Count (coupon-wide)

• Unlimited: Leave empty or enter 0
• Limited: Total redemptions across all customers
• Example: 100 means the coupon stops working after 100 successful uses
• The coupons table shows progress as "15 / 100" or "15 / Unlimited"
• When the limit is reached, the coupon becomes unusable but stays in the list until you edit or deactivate it

Maximum Usage Per Customer

• Unlimited: Leave empty or enter 0
• Limited: How many times each individual customer can use the same code
• Example: 1 for a one-time welcome offer per customer
• Requires a customer on the order (portal sale with customer attached, or storefront checkout with customer identity)

Both limits are checked at apply time. Hitting either limit produces an error.

Validity Period

Optional start and end dates define when a coupon may be used:

Valid From

• Empty: usable as soon as the coupon is Active
• Future date: the code is rejected before that date even if status is Active
• Tip: create the coupon early, keep it Inactive, then activate on launch day

Valid To

• Empty: no automatic expiry
• End date: the code is rejected after that date
• Pair with marketing copy that mentions the deadline

Note: Valid From and Valid To do not change the Active/Inactive toggle automatically. You still control status manually. See Tips and troubleshooting for scheduling workflows.

Current date must fall within the configured range when both dates are set.

Minimum Cart Value

Optional threshold on order subtotal:

• Empty or 0: no minimum
• Any positive amount: subtotal must meet or exceed it before the coupon applies
• Shown in the coupons table in the store's currency
• Evaluated before discount is calculated

Coupon Validation Rules

Coupons are validated against these rules at apply time:

Existence and Status

• Coupon code must exist for the selected store
• Coupon must be Active
• Coupon must belong to the same store as the sale or checkout

Codes are matched case-insensitively but stored in uppercase.

Validity Period

• Current date must be on or after Valid From (if set)
• Current date must be on or before Valid To (if set)

Usage Limits

• Maximum Usage Count: Total redemptions must not exceed the limit
• Maximum Usage Per Customer: That customer's redemption count must not exceed the limit

Cart Requirements

• Minimum Cart Value: Order subtotal must meet or exceed the minimum

Applicability (Specific Items)

• At least one cart line must match a selected product or category
• If nothing matches, the coupon is rejected with an applicability error

Discount Caps

• Percentage discounts cannot exceed 100%

Related

• Coupons & Discount Codes: Overview
• Create and manage coupons: Form fields for each rule
• Apply coupons to orders: Portal and storefront apply flow