Cashvio Docs

Coupons & Discount Codes

Create, manage, and track promotional coupons and discount codes to drive sales, reward customers, and run marketing campaigns.

Overview

Coupons allow you to create discount codes that customers can apply to their orders for percentage-based or fixed-amount discounts. You can control where coupons apply, set usage limits, define validity periods, and track redemption rates.

Key Features:

  • Percentage or fixed-amount discounts
  • Store-specific coupon management
  • Minimum cart value requirements
  • Whole order or specific item discounts
  • Usage limits per coupon and per customer
  • Date-based validity periods
  • Real-time coupon validation
  • Active/inactive status control

Accessing Coupons

  1. Go to Sales > Coupons in the sidebar
  2. You will see all coupons across your stores
  3. Use filters to find specific coupons by store or status

Creating a New Coupon

Step 1: Open Create Coupon Modal

  1. Click the Add button in the top-right corner
  2. The coupon creation form will open

Step 2: Configure Basic Settings

Store Selection

  • Store (Required) — Select which store this coupon applies to
  • Once created, coupons cannot be moved to different stores
  • Create separate coupons for each store if needed

Coupon Code

  • Code (Required) — Enter a unique coupon code (e.g., SUMMER20, WELCOME10)
  • Codes are automatically converted to UPPERCASE
  • Must be unique within the store
  • Recommended: Use clear, memorable codes
  • Tip: Include the discount amount in the code for clarity (e.g., SAVE15 for 15% off)

Step 3: Set Discount Parameters

Discount Type and Value

Choose between two discount types:

Percentage Discount:

  • Select Percentage from the Discount Type dropdown
  • Enter a value between 0-100
  • Example: Enter 20 for 20% off

Fixed Amount Discount:

  • Select Fixed from the Discount Type dropdown
  • Enter the discount amount in your store's currency
  • Example: Enter 50 for 50 EGP/SAR/etc. off

Minimum Cart Value (Optional)

  • Set a minimum cart value required to use the coupon
  • Enter 0 or leave empty for no minimum
  • Example: Require minimum 200 EGP cart value for coupon to apply

Step 4: Configure Applicability

Applicable To

Choose where the coupon discount applies:

Whole Order:

  • Discount applies to the entire order subtotal
  • Recommended for general promotional codes
  • Simplest option for most campaigns

Specific Items:

  • Discount applies only to specific products or categories
  • Requires additional configuration (coming soon)
  • Use for targeted product promotions

Step 5: Set Usage Limits

Maximum Usage Count (Optional)

  • Unlimited — Leave empty or enter 0
  • Limited — Enter the total number of times this coupon can be used across all customers
  • Example: Set to 100 to limit coupon to first 100 customers
  • Displays as "X / 100" in the coupons table

Maximum Usage Per Customer (Optional)

  • Unlimited — Leave empty or enter 0
  • Limited — Enter how many times each customer can use this coupon
  • Example: Set to 1 for one-time use per customer
  • Prevents abuse while allowing multiple customers to benefit

Step 6: Set Validity Period (Optional)

Valid From Date

  • Leave empty for immediate activation
  • Or select a future start date for scheduled campaigns
  • Example: Schedule Black Friday coupons in advance

Valid To Date

  • Leave empty for no expiration
  • Or select an end date for limited-time offers
  • Example: Set expiry for seasonal promotions

Step 7: Set Initial Status

Active Status Toggle

  • Active (Green) — Coupon can be used immediately
  • Inactive (Gray) — Coupon is disabled and cannot be used
  • Create coupons in advance and activate them when ready

Step 8: Save

  1. Click Save to create the coupon
  2. Success message confirms creation
  3. Coupon appears in the coupons table
  4. Customers can now use this code at checkout

Viewing All Coupons

The coupons table displays all your coupons with the following information:

ColumnDescription
CodeThe coupon code customers will enter
StoreWhich store the coupon belongs to
DiscountThe discount value (percentage or fixed amount with currency)
Min. Cart ValueMinimum cart value requirement (shown in store's currency)
UsageCurrent redemptions vs. maximum limit (e.g., "15 / 100" or "15 / Unlimited")
StatusActive (green) or Inactive (gray) badge
ValidValidity period dates

Mobile View

On mobile devices, coupons are displayed as cards with:

  • Coupon code
  • Store name
  • Discount amount
  • Status badge
  • Usage statistics
  • Validity dates

Filtering Coupons

Use the filter bar to narrow down your coupons:

Store Filter

  • Filter coupons by specific store
  • Useful for multi-store businesses
  • Shows store name in dropdown

Status Filter

  • All — Show all coupons regardless of status
  • Active — Show only active coupons
  • Inactive — Show only disabled coupons

Quick Actions

  • Refresh — Reload the coupons list
  • Clear Filters — Reset all filters to default

Editing a Coupon

To modify an existing coupon:

  1. Click the Edit (pencil) icon on the coupon row
  2. The edit form opens with current values
  3. Modify any fields except the store (store cannot be changed)
  4. Click Save to apply changes

What You Can Edit:

  • Coupon code
  • Discount type and value
  • Minimum cart value
  • Applicable scope
  • Usage limits
  • Validity dates
  • Active status

What You Cannot Edit:

  • The store assignment (create a new coupon for different store)

Activating or Deactivating Coupons

Quick Status Toggle

The status badge in the table reflects current state:

  • Green (Active) — Coupon is live and can be used
  • Gray (Inactive) — Coupon is disabled

To change status:

  1. Click Edit on the coupon
  2. Toggle the Active switch
  3. Click Save

When to Deactivate Coupons

  • Pause coupons temporarily without deleting them
  • End promotions early if needed
  • Disable coupons that reached usage limit manually
  • Keep coupons for historical records

Deleting a Coupon

To permanently remove a coupon:

  1. Click the Delete (trash) icon on the coupon row
  2. A confirmation dialog appears
  3. Review the coupon code and details
  4. Click Delete to confirm, or Cancel to abort

Warning: Deletion is permanent and cannot be undone. Consider deactivating instead if you want to preserve records.

Applying Coupons to Orders

In the Business Portal (Create Order)

When creating an order:

  1. Select the store and customer
  2. Add products to the order
  3. In the Order Summary section, locate the Coupon Code field
  4. Enter the coupon code
  5. Click Apply
  6. The system validates:
    • Coupon exists and is active
    • Belongs to the selected store
    • Meets minimum cart value requirement
    • Hasn't exceeded usage limits
    • Is within validity period
  7. If valid:
    • Green badge shows the coupon and discount
    • Discount is applied to order total
    • Click the X to remove the coupon
  8. If invalid:
    • Error message explains why (e.g., "Expired", "Minimum cart value not met")

On the Online Storefront

Customers can apply coupons during checkout:

  1. Customer enters coupon code in checkout form
  2. System validates in real-time
  3. Discount applies immediately if valid
  4. Order summary shows applied discount

Coupon Validation Rules

Coupons are validated against these rules:

Existence and Status

  • Coupon code must exist
  • Coupon must be Active
  • Coupon must belong to the selected store

Validity Period

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

Usage Limits

  • Maximum Usage Count: Total redemptions must not exceed limit
  • Maximum Usage Per Customer: Customer's usage must not exceed limit

Cart Requirements

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

Applicability

  • If Specific Items: At least one applicable item must be in cart (when implemented)

Coupon Best Practices

Code Naming Conventions

  • Descriptive: Use codes that hint at the offer (e.g., NEWCUSTOMER10)
  • Short: Keep codes under 15 characters for easy typing
  • Clear: Avoid ambiguous characters (0/O, 1/I/l)
  • Memorable: Use words related to your campaign

Discount Strategy

  • New Customers: 10-15% first-order discounts
  • Abandoned Cart: 5-10% to encourage completion
  • Seasonal: 20-30% for major holidays
  • Flash Sales: High percentage with short validity
  • Minimum Cart: Encourage higher order values (e.g., "Get 15% off orders over 300")

Usage Limits

  • First-time Use: Set max usage per customer to 1
  • Limited Quantity: Cap total usage for scarcity marketing
  • Unlimited: For ongoing loyalty programs

Validity Periods

  • Flash Sales: 24-48 hours for urgency
  • Seasonal: Align with holidays or seasons
  • Evergreen: No end date for ongoing promotions
  • Scheduled: Set future start date for planned campaigns

Marketing Tips

  1. Promote coupons via email, social media, and SMS
  2. Include expiry dates in promotional copy to create urgency
  3. Test different discount amounts to find optimal conversion
  4. Track redemption rates to measure campaign success
  5. Create exclusive coupons for different customer segments
  6. Use minimum cart values to increase average order value

Troubleshooting

"Coupon code not found"

  • Verify the code is typed correctly (case-insensitive)
  • Check if the coupon exists in the correct store
  • Ensure the coupon hasn't been deleted

"This coupon is not active"

  • Check the coupon's active status
  • Activate the coupon if it was disabled

"Coupon has expired"

  • Check the Valid To date
  • Extend the validity period or create a new coupon

"Minimum cart value not met"

  • View the minimum cart value requirement
  • Add more items to reach the threshold
  • Or reduce the minimum in coupon settings

"Coupon usage limit reached"

  • Check current vs. maximum usage count
  • Increase the usage limit or create a new coupon

"You have already used this coupon"

  • Customer has reached their per-customer usage limit
  • Increase the per-customer limit or create a new coupon

FAQs

Q: Can I use the same coupon code across multiple stores?
A: No, each coupon belongs to one store only. Create separate coupons with the same code for different stores if needed.

Q: Can customers use multiple coupons on one order?
A: Currently, only one coupon can be applied per order.

Q: Do coupons work on the online storefront?
A: Yes, customers can enter coupon codes during checkout on your online store.

Q: Can I change a coupon's store after creation?
A: No, the store assignment is permanent. Delete and recreate the coupon for a different store.

Q: What happens when a coupon reaches its usage limit?
A: The coupon automatically becomes unusable but remains visible in the list. You can edit it to increase the limit.

Q: Can I schedule coupons to activate automatically?
A: Set a Valid From date, but you must manually activate the coupon status. Keep it inactive until the start date, then activate it.

Q: How do I track which customers used a coupon?
A: View individual orders and check the Order Details for applied coupon information.

Q: Can I create percentage discounts over 100%?
A: No, percentage discounts are capped at 100% to prevent negative totals.

Q: What if I delete a coupon that was used on past orders?
A: Past orders retain the discount information even after coupon deletion. The coupon data is preserved in order history.