Modify coupon details

A pricing organization user can modify the description of a coupon, the date range within which a coupon is effective, the status of a coupon, the conditions under which the coupon will become applicable, and the effects of the coupon if those conditions are met.

About this task

An enterprise user can modify only the customer assignments of a coupon. If the pricing organization is an enterprise, the user can modify all the information pertaining to a coupon, including the assignment of the coupon to customers, and modifying the conditions and effects.

To modify the details of a coupon:

Procedure

  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. Modify the appropriate fields depending on whether you are an enterprise user or a pricing organization user.

    As a pricing organization user, you can modify the following fields:

    • Coupon Description*: Modify the description of the coupon, as appropriate.
    • Effective Start Date*: Modify the start date and start time of the coupon by clicking the corresponding Calendar icon and selecting the time from the drop-down list. The start date and start time indicate the date and time from which the coupon becomes effective.
    • Effective End Date*: Modify the end date and end time of the coupon by clicking the corresponding Calendar icon and selecting the time from the drop-down list. The end date and end time indicate the date and time until which the coupon is effective.
      Note: * indicates that the field is mandatory.

      As a pricing organization user, you can perform the following tasks:

    • Modify the Status of a Coupon
    • Modify the Conditions of a Coupon Based on the Combination of Items Ordered
    • Modify the Conditions of a Coupon Based on Item Quantity
    • Modify the Conditions of a Coupon Based on the Order Total
    • Modify the Conditions of a Coupon Based on the Ship Order Total
    • Modify the Properties of a Coupon Based on the Combination of Items Ordered
    • Modify the Properties of a Coupon Based on Item Quantity
    • Modify the Properties of a Coupon Based on the Order Total
    • Modify the Properties of a Coupon Based on the Ship Order Total
    • Modify the Schedule of a Coupon Based on the Combination of Items Ordered
    • Modify the Schedule of a Coupon Based on Item Quantity
    • Modify the Schedule of a Coupon Based on the Order Total
    • Modify the Schedule of a Coupon Based on the Ship Order Total
    • Assign a Coupon to Sellers
    • Copy a Coupon
    • Delete a Coupon
    As an enterprise user, you can perform the following task:
    • Assign a Coupon to Customers
    Note: If the context organization is an enterprise organization, then the search result may retrieve the coupons that are created across organizations. However, based on the organization you have logged in, you will be able to modify the details of the coupon. You can modify details of only coupons that belongs to the context organization. For example, if you have created a coupon called "Buy an Omega 42" Plasma TV and get 50% off an Omega Progressive Scan DVD Player", for the organization called Matrix Business and the context organization is Matrix Retail, then except for seller and customer assignments you will not be able to modify any other details of the coupon.