You can add coupons to opportunities or quotes from the Coupons screen by following the steps below. You can navigate to the Coupons screen by clicking Opportunities > select opportunity > Add/Modify Plans > Coupons for opportunities or by clicking Opportunities > select opportunity > Quotes > select quote > Add/Modify Plans > Coupons for quotes.
A coupon provides a credit on a customer’s invoice as a flat amount or percentage-based amount. Coupons are validated by Aria in Salesforce before they can be added to Salesforce. If the validation is successful, the coupon can be added. If you receive an error when assigning the coupon, it may be because the New Acct Auto Gen Pw Rule and Auto Gen Userid Rule miscellaneous client settings are set to False. In this case, you may need to provide a one-time user ID and password.