Coupon Management

When to use this screen

Use this to create, edit, duplicate, and inspect usage of discount / giveaway coupons that checkout applies. Plan prices themselves are Plan Manager. Time-boxed sales calendars are Sale Windows and (if the flag is on) Promotions.

Who can open it / who to ping

• Open: Coupon view or Coupon manage.
• Ping marketing before changing a live public code; ping finance before a large percent-off on funded plans.
• Bulk unique codes for affiliates: Bulk Giveaway Coupons.

Find the record

1. Open Admin → Operations & Orders → Coupon Management.
2. Use summary + filters (category, staff owner, dates).
3. Open a coupon for usage, or Add / Edit.

Happy path

1. Search the code from the ticket.
2. Confirm it is still active, not exhausted, and allowed on the plan they bought.
3. If they used it, open usage — do not “stack” a second manual discount without billing.
4. To change amounts, use Edit (or duplicate then retire the old code).

Action catalog

Action	When to use	Customer impact
Add coupon	New campaign code	Traders can redeem at checkout once live
Edit	Change discount, caps, plans, dates	In-flight carts may still hold old pricing — confirm with marketing
Duplicate	Clone a working coupon	New code; old one unchanged
Copy discounts bulk	Same plan discounts onto many coupons	Pricing only
Usage	“Did this code work?”	Read-only redemptions
Export	Finance / marketing pull	CSV

If this fails

• Code not applying: wrong plan, exhausted uses, sale window not open, or user already redeemed.
• Do not delete a code with historical orders — retire dates instead.
• Staff-only coupons: confirm the operator, not the trader, is supposed to apply them.

Related screens

Add coupon · Edit coupon · Plan Manager · Sale Windows · Coupon Scheduler