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.
Note: Salesforce does not display canceled or inactive coupons.
- Type a coupon code in the field.
- Click Validate to verify that the coupon code is correct.
The coupon details display.
- Click Assign to assign the coupon effect.
The customer receives the applicable credits on future invoices. Coupons created in Aria are synced to Salesforce via the scheduled nightly jobs, so they may not appear immediately. Salesforce displays the discount from coupons as line item discounts in the Review Summary page of the plan wizard. The total coupon discount is printed in the Aria Discount Total field on the account after the account has been saved to Aria.
- Click Next to add a contract(s).