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Lesson 28 / 41

Enroll members & redeem coupons

Verify membership and coupon eligibility before discounting products.

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Before you begin

Assign a customer-data owner and agree on membership rules.

Where to go

Customers / Loyalty / Coupons / POS

Visible menus may vary with language, permissions, app version and shop configuration.

Follow these steps

  1. Search for an existing customer using customer-confirmed details before enrolling. Select/enroll through POS and check name and phone before saving.
  2. Create a coupon with discount, minimum spend, validity, total/per-customer quota and branch scope. Test it on a small product basket.
  3. To distribute through Inbox, select the coupon, review and send the message. This assigns it to the customer's wallet; typing a code in chat does not redeem it.
  4. At POS select the member, enter the coupon and wait for validation. Review discounts and points in the checkout summary and explain any rejection.

How to verify success

Test eligible, wrong-branch, expired and below-minimum coupons, then check post-sale points.

Limits & things to check

Board-game coupons/points apply to eligible merchandise, not play-time charges. A time-only bill cannot consume a product coupon.

Ready to try it in your shop

Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.

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