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Create A Coupon

Coupon codes are meant to be shared with customers and required to be entered at checkout to redeem the specific promotion!

  1. Begin on the Promotions section under Discounts
  2. Click  (+) next to the search bar Screenshot 2024-07-31 at 11.50.23
  3. Select Create Coupon Screenshot 2025-05-13 at 10.15.08
  4. (Optional) Choose a template you would like to 
    Screenshot 2025-05-13 at 10.29.48
    Selecting any of these templates will automatically apply a 10% discount or Free Shipping. You can always click the 'Back' button to make changes if needed 

    To create a coupon from scratch, select the Advanced option
    Screenshot 2025-05-13 at 10.33.43
  5. Enter the details of the coupon 
    1. Coupon Name: Code that your customers will use at checkout to receive the discount. Make sure to keep it under 12 characters, one word, and don't use any special characters.
    2. Coupon Description: Information about the discount that is only visible to your store.
    3. Discount Amount: Amount that will be taken off the total order amount. You can toggle between dollar and percentage modes by clicking the $ symbol in the text field.
    4. Order Limit: This is the number of times that a single customer can use the code. This can be left blank if there is no limit to the discount.
  6. Click Save & Continue in the top right of your screen to move on after completing each section of your coupon  Screenshot 2026-06-11 at 11.46.44 AM
  7. Choose the coupon parameters 
    1. Offer type: Limit the coupon to specific order types (pickup, delivery, shipping)
    2. Email: Limit the coupon to specific email addresses (youremail@domain.com) or email domains (anyone with "@gmail.com")
    3. Date Limited: Limit the coupon to a specific set of dates (today to next Monday)
    4. Time Limited: Limit the coupon to specific hours of the day
    5. Day Limited: Limit the coupon to a specific day of the month (every month on the 21st) or day of the week (every Friday)
    6. Minimum Order Amount: Limit the coupon to only apply on orders with subtotal above this amount
    7. Category and Product: Limit the coupon to only apply on certain products, categories, or quantities. Some of the more popular filters are:
      1. Type - Choose from the categories of products in your store (wine, beer, spirits, etc)
      2. POS ID - Enter the SKUs from your POS that you want the coupon to apply to
      3. Tags - Enter the product tag that you want the coupon to apply to
      4. Size - Choose the size of product you want the coupon to apply to (750mL)
      5. Minimum or maximum quantity of products
      6. Discount qualifying products only - recommended
    8. First Order: Limit the coupon to only apply to customers who have less than a specified number of orders
    9. Excludes Discounts: Limit the coupon to only apply on non-sale items or items without the "nodiscount" tag (recommended so customers can not double dip)
    10. Double Discounts: Allows the discount to be stacked with automatic discounts
    11. Geo: Limit the coupon to only apply to a specific geographic area
    12. Customer Specific: Limit the coupon to only apply to specific customer IDs
  8. Review your setup, then click Create to complete your coupon code

If you have any questions or need a more advanced coupon, schedule time with your Customer Success Manager here.