Assign a coupon to customers

After a coupon is created, an enterprise user can assign a coupon to customers of the corresponding enterprise. When a coupon is assigned to customers, the coupon will be used to adjust the order price when the customers add the coupon to the order.

1. Navigate to the Coupon Summary screen, To navigate to the Coupon Summary screen, perform the following steps:
   1. Log in to Sterling™ Business Center as Pricing Administrator.
   2. The application home page is displayed. Click the Pricing tab.
   3. From the Pricing home page, click Find Coupon in the Pricing dashlet. The Coupon Search screen is displayed.
   4. Enter the search criteria and click Search to perform a basic search. Alternatively, click Advanced Search, enter the search criteria, and then click Search to perform an advanced search.
   5. The coupons matching the search criteria are displayed. Click the Coupon ID hyperlink or double-click the row corresponding to the coupon. The Coupon Summary screen is displayed.
      Note: If there is only one coupon matching the search criteria, the details of the corresponding coupon are automatically displayed.
2. Under the Assign To Customers tab, the following tabs are displayed:
   • Generic Assignments
   • Customer Profile Assignments
   • Specific Assignments
3. In the Generic Assignments tab, specify the generic assignments for the coupon by performing one or more of the following tasks:
   • This coupon is not assigned to any customer: Select this option to assign the coupon to customers at a later point of time. If you select this option, the coupon cannot be used to adjust the order price.
   • This coupon is applicable to all customers: Select this option to assign the coupon to all customers. If you select this option, all the customers of an enterprise can use the coupon to adjust the prices applied to their orders.
   • This coupon is applicable to the following customers: Select this option to assign the coupon to different types of customers such as anonymous users, all consumer customers, and all business customers. Select the appropriate check box:

     The following table describes the check boxes under the This coupon is applicable to the following customers option:

     Check Box

     Description

     Anonymous users

     Select this check box to assign the coupon to all anonymous users. An anonymous user is a user who can add items to the cart without logging in to the Web channel application. If you select this check box, the coupon will be used to adjust the prices applied to orders pertaining to all the anonymous users.

     All consumer customers

     Select this check box to assign the coupon to all the consumer customers of the corresponding enterprise. If you select this check box, the coupon will be used to adjust the prices applied to orders pertaining to all the consumer customers.

     All business customers

     Select this check box to assign the coupon to all the business customers of the corresponding enterprise. If you select this check box, the coupon will be used to adjust the prices applied to orders pertaining to all the business customers.

     Note: If you select both the All consumer customers check box and the All business customers check box, the Customer Profile Assignments tab and the Specific Assignments tab are disabled. This is because the coupon will be applicable to all consumer and business customers and you do not need to specify any customer attribute criteria using the Customer Profile Assignments tab or add specific business customers using the Specific Assignments tab. Similarly, if you select the All business customers check box without selecting the All consumer customers check box, only the Specific Assignments tab is disabled.
4. Under the Customer Profile Assignments tab, specify the criteria based on customer attributes such as Vertical, Relationship Type, Membership Level, and Region. The coupon will be applicable to any customer who fulfills any of the criteria defined under this tab. For example, you can create a coupon that will be applicable only to Government customers or customers who are resellers. Click Add to add a customer attribute criteria. The Customer Rule dialog box is displayed. Add one or multiple criteria, as required, and click Save:
   • From the Vertical drop-down list, select the customer's vertical market, for example, Education, Government, and so on.
   • From the Relationship Type drop-down list, select the relationship type of the customer, for example, Reseller, Retailer, Distributor, and so on. The relationship type indicates the type of relationship the customer has with the enterprise.
   • From the Membership Level drop-down list, select the customer's membership level, for example, Gold, Silver, Platinum, and so on.
   • Click the Search icon adjacent the Region box. The Regions dialog box is displayed. Select the appropriate region.
     Note: It is mandatory that you select at least one criteria.
5. Under the Specific Assignments tab, add the ID and name of the business customers to whom you want to assign the coupon. The coupon will be applicable to all the customers defined under this tab. To add a customer, perform the following tasks:
   1. Click Add.
   2. The Customer Search dialog box is displayed. Enter the appropriate search criteria and click Search.
   3. The ID and name of the customers matching the search criteria are displayed in the Customer List panel. Select the check boxes corresponding to the customers you want to add and click Select.
6. Click Save.
   Note: The coupon is assigned to customers who meet any of the criteria defined under the Generic Assignments, Customer Profile Assignments, and Specific Assignments tabs.