Chapter 123: Redeeming Coupons, Certificates, and Credits (WCPN)

Chapter 123: Redeeming Coupons, Certificates, and Credits (WCPN)

Purpose: Coupons and gift certificates that you generate appear on the Work with Coupon Redemption screen. This screen also displays merchandise and bonus credits generated by the Refund system, as well as coupons entered and redeemed on an order during Order Entry.

See System Operations Chapter 59: Purging Coupon Redemption Records (MPCP) for information on purging redeemed and expired coupon records from the Coupon Redemption file.

System updates: These functions write records to the Coupon Redemption file:

• Coupon Generation Screen

• Process Gift Certificates Screen (MPGC)

• Processing Refunds (MREF) (bonus and merchandise credits)

• Entering Orders and Performing Order Maintenance, when a customer uses a coupon as a form of payment that was not originally created by the Generate Coupons function

In this chapter:

• Work with Coupon Redemption Screen

• Voiding or Redeeming a Coupon

• Display Coupon Screen

• Prompt for Customer Window

• Work with Coupon Redemption by Customer Screen

Work with Coupon Redemption Screen

Purpose: Use this screen to review coupons, gift certificates, and bonus credits that are on file, including whether they are created, redeemed, or expired.

How to display this screen: Enter WCPN in the Fast path field at the top of any menu or select the Work with Coupon Redemption option from a menu.

OER0648 DISPLAY Work with Coupon Redemption 11/16/95 15:30:14

Mail Order Inc.

---------- Date ---------- ----- Order# -----

Opt Coupon# Typ Value Printed Redeemed Expired Creating Redeeming

Type options, press Enter.

4=Void 5=Display 8=Redeem

1 C 10.00 5/02/94 5/02/94 0 228

2 C 10.00 5/02/94 5/02/94 0 228

6 G 100.00 8/25/95 9/18/95 1962 2055

7 G 50.00 8/25/95 8/28/95 1963 1989

8 G 25.00 8/25/95 8/28/95 1964 1988

9 G 50.00 8/28/95 8/30/95 1993 2017

10 G 50.00 8/28/95 8/30/95 1994 2018

11 G 50.00 8/28/95 8/30/95 1994 0

12 G 50.00 8/28/95 9/21/95 1994 2075

13 G 30.00 8/28/95 9/28/95 1996 2063 +

F3=Exit F8=Scan by Customer F12=Cancel

Field	Description
Coupon#	The number of the coupon, gift certificate, merchandise credit, or bonus credit purchased or applied as payment on an order. Numeric, 7 positions; optional.
Typ (Type)	A code that identifies the type of coupon. Valid values are: B = Bonus credit C = Coupon G = Gift certificate M = Merchandise credit A bonus credit is issued in the amount of the refund plus a bonus percentage. The bonus percentage is defined in the Bonus Credit Bonus % (B70) system control value. Alphanumeric, 1 position; optional.
Value	The dollar value of the coupon, gift certificate, bonus, or merchandise credit. Numeric, 9 positions with a 2-place decimal; optional.
Date printed	The date when the coupon, gift certificate, bonus, or merchandise credit was generated (for example, through the Process Gift Certificates Screen (MPGC)) or entered on the system. Numeric, 6 positions (MMDDYY format); optional.
Redeemed	The date when the customer applied the coupon, gift certificate, bonus credit, or merchandise credit towards a new order. Numeric, 6 positions (MMDDYY format); optional.
Expired	The date when the coupon will no longer be usable. Only coupons are created with expiration dates. When you void a coupon, gift certificate, merchandise credit, or bonus credit, the system updates the expiration date to the current date. However, you can still redeem the coupon, gift certificate, merchandise credit, or bonus credit if it is used as payment on the same day it expires. Numeric, 6 positions (MMDDYY format); optional.
Order # creating	The number of the order containing the gift certificate (as a line item) or the order that generated the merchandise credit, bonus credit, or sales credit. Numeric, 7 positions; optional.
Redeeming	The number of the order where the coupon, gift certificate, merchandise credit, or bonus credit was applied as payment. Note: This field contains a zero (0) if the coupon, gift certificate, or bonus credit has not been redeemed. Numeric, 8 positions; optional.

Screen Option	Procedure
Void a coupon	Enter 4 next to a coupon to void it. See Voiding or Redeeming a Coupon.
Display a coupon	Enter 5 next to a coupon to advance to the Display Coupon Screen.
Redeem a coupon	Enter 8 next to a coupon to identify a coupon as "redeemed." See Voiding or Redeeming a Coupon.
Review coupon information for a particular customer	Press F8 to scan for a coupon by customer. See Prompt for Customer Window.

Voiding or Redeeming a Coupon

To void: Enter 4 next to a coupon, gift certificate, merchandise credit, or bonus credit at the Work with Coupon Redemption Screen to void it.

A pop-up window appears with this message:

Press ENTER to confirm void.

F12=Cancel

You can void any coupon, gift certificate, merchandise credit, or bonus credit that has not been redeemed or previously voided. The system updates the Date expired field with the current date.

Note: The system does not allow you to redeem a voided coupon, gift certificate, merchandise credit, or bonus credit unless it is used as payment on the same day that it is voided.

To redeem: Enter 8 next to a coupon at the Work with Coupon Redemption Screen to identify it as "redeemed."

Example:

The customer places a phone order, saying that she will be using a coupon as payment. She does not have the coupon in hand, so she cannot give you the coupon number or amount.

You can enter and redeem an unnumbered coupon and ask the customer to call you back with the coupon information. When the customer calls back, you use the Redeem option (option #8) on the Work with Coupon Redemption Screen to:

• Identify the correct coupon as "redeemed"

• Update the date redeemed to the current date

• Prevent the customer from using the coupon again

When you use this option, a pop-up window appears:

Confirm

Press ENTER to confirm.

F12=Cancel

Display Coupon Screen

Display a coupon: Enter 5 next to a coupon at the Work with Coupon Redemption Screen to advance to this screen.

OER0264 DISPLAY Display Coupon 12/05/95 8:52:26

Mail Order Inc.

Coupon# . . . . . . . : 13

Type . . . . . . . . . . . . : G

Value . . . . . . . : 30.00

Date printed . . . . : 8/28/95

Date redeemed . . . . : 9/28/95

Date expired . . . . :

Customer . . . . . . : 293 VAN VOORHIS, PETER W

Creating order# . . . : 1996

Redeeming order# . . : 2063

F3=Exit F12=Cancel

Field descriptions: The fields not described in the Work with Coupon Redemption Screen are described below.

Field

Description

Customer (Customer number)

The number of the customer who purchases the coupon.

Numeric, 9 positions; display-only.

Customer name (Unlabeled field to the right of the customer number)

The name of the customer who purchases the coupon.

Alphanumeric, 41 positions; display-only.

Prompt for Customer Window

Purpose: Use this option to scan for a coupon by customer name or number. You can scan for:

• gift certificates that the customer purchases

• coupons or credits the customer receives

Selecting a customer for scanning: Press F8 at the Work with Coupon Redemption Screen to display this window. Use this window to identify the customer number or name that you want to use for scanning.

Prompt for Customer

Customer # __________________

Last name __________________________________

F3=Exit F12=Cancel

Field

Description

Customer # (Sold to customer number)

A number that identifies a customer who places an order.

Numeric, 9 positions; optional.

Last name (Sold to customer last name)

The last name of the customer who places an order.

See Chapter 52: Using the Order Inquiry Scan Screens (OIOM), for more information on scanning by customer name.