Overview
This article will help you create, manage, and apply discount coupons and promotion codes. You’ll learn how to create new coupons with customer facing promotion codes, manually apply coupons to orders, and how your clients can redeem promotion codes during checkout on your order form.
How to Create a Coupon with Promotion Code
Navigate to Coupons & Promo Codes, under the Products section in the left-hand side menu.
Click Create New Coupon.
Enter a Name for Your Coupon
This is just for your internal use.
Example: Summer Sale Discount
Choose a Coupon Type
Select one of the following options:
Percent Off: Apply a percentage discount (e.g., 10% off)
Amount Off: Apply a flat-rate discount (e.g., $25 off)
Set the Discount Value
If you chose "Percent Off", enter the percentage amount (e.g., 10 for 10%).
If you chose "Amount Off", enter the dollar amount.
Enable Customer-Facing Promotion Codes
Check this box if you want customers to enter a promo code at checkout.
You can either:
Enter a custom code (e.g., SUMMERSALE), or
Leave it blank and Aryeo will generate a code for you.
Customize Coupon Settings
You can set up specific rules for your coupon:Eligible for new customers only: Restrict usage to clients who haven’t placed an order before.
Limit total redemptions: Set how many times this code can be used in total.
Limit redemptions per customer: Control how many times each customer can use the coupon.
Require a minimum order amount: Set a minimum order total to activate the coupon.
Add a start date: Choose when the coupon becomes valid.
Add an expiration date: Set a date when the coupon will no longer work.
Eligible on order forms within the customer portal app only: Code can only be used when customers are placing an order using your Mobile App (Requires having a Branded Mobile App).
Click Create Coupon to save & finish.
Manage Your Coupon Library
You can find and manage all of your coupons from the Coupon Library. To access your Coupon Library:
Navigate to the Products tab, under Storefront in the left-hand side menu.
Click on Coupons & Promo Codes.
Note: Only team members with permission to access the Products page will be able to see and manage coupons.
Once you've created at least one coupon, you'll see all of your coupons listed with the following details and options:
Coupon Name
Description
Times Redeemed
Client-Facing Promotion Code
Edit
Delete
Note: Coupon discounts (percentage or flat rate) cannot be changed once created, to ensure previous orders remain accurate.
Adding a Coupon to an Order
You can apply coupons directly to orders from within the Invoice & Payments section.
To add a coupon to an order:
Open the order you want to edit.
Scroll to the Invoice & Payments section.
Click Add Coupon.
Choose from:
An existing coupon from your library, or
A one-off coupon with a custom percentage or flat rate discount.
Click Add to apply the coupon.
Once applied, the coupon will appear in the Payment Summary section of the order.
How Customers Enter Promotion Codes
Clients can enter a promotion code on the final step of check out on your Order Form. If the promotion code is valid, the discount will be applied to their order.
They will see a confirmation that the promotion code has been successfully applied to their order.
As the account owner, you will:
See the promotion code on the client’s order.
Be able to track how many times each code has been used.
FAQ
Q: Can I change the discount on a coupon after it's been created?
A: No. Once a coupon is created, the discount amount or percentage cannot be changed to preserve historical order data.
Q: Can I add a discount to an order manually without using a saved coupon?
A: Yes! Use a one-off coupon for ad hoc percentage or flat rate discounts directly on the order.
Q: Where do clients enter promotion codes?
A: Clients enter them on the final step of your Order Form. If the code is still valid, the discount will apply immediately.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!