Cashvio Docs

Create and Manage Coupons

Add, edit, filter, activate, deactivate, and delete discount coupons from Sales > Coupons.

Use this guide to set up coupons in the portal. For how codes are validated at checkout, see Coupon rules and validation.

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 the products or categories you choose
  • After selecting this option, use the Applicable Products and Applicable Categories fields that appear. Search and pick as many as you need (at least one is required)
  • The discount is calculated only from matching items in the cart; other items stay full price
  • Use for targeted product promotions (e.g., 20% off all beverages)

For validation details when customers apply the code, see Coupon rules and validation.

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.