COUPON ISSUED REPORT
A Coupon Issued Report is a report that tracks the issuance of coupons to customers or through specific campaigns. This report typically includes details about each coupon issued, such as the coupon code, issuance date, associated campaign, customer information (if applicable), and any other relevant details that help a business track the distribution of coupons. The Coupon Issued Report is essential for businesses to monitor the effectiveness of coupon campaigns, analyze customer engagement, and ensure proper record-keeping for promotional activities.
User Access
Who Can Access
- Pothys admin
- Head cashier
- Sales Manager
- manager
What User Can Do
- View Reports
- Analyze Sales
- Export
Pre-Requisite Activities
- Date range
- Cashier
Business Rules
- The Coupon Issued Report plays a key role in tracking the distribution and management of coupons in a business’s promotional activities.
- By adhering to these business rules, businesses can ensure that coupons are issued correctly, that they are targeted to the right customer segments, and that they are used effectively in promotional campaigns.
- Additionally, the rules support the prevention of fraud, adherence to legal requirements, and the collection of accurate data for analysis, helping to refine and optimize future promotional strategies.
User Interface
Step 1 : Select ‘Coupon Issued Report’ in Menu -> Sales reports > Promotion report > Coupon Issued Report or Search Coupon Issued Report.
Step 2 : Select the date range and vendor to open the Coupon Issued Report.
Step 3 : To view a preview of the Coupon Issued Report in Jaldi.
Coupon Date : In a Coupon Issued Report, including the coupon date (or date range) is critical for tracking when coupons were issued and redeemed.
Customer name : The name of the customer who redeemed the coupon. This field helps businesses track individual customer behavior and engagement with the coupon. It can be beneficial for customer segmentation, loyalty programs, or identifying high-value users.
Card number : For businesses that use loyalty cards or reward programs, it is safer to track the loyalty card number or membership ID rather than financial card numbers.
Mobile No : Including mobile numbers in a Coupon Issued Report can provide valuable insights into customer behavior and help businesses optimize their coupon strategies, especially in the context of mobile marketing, SMS campaigns, or customer loyalty programs.
Customer Code : Including the customer code (or customer ID) in the Coupon Issued Report can be an effective way to track how individual customers are engaging with coupons, especially in businesses that maintain customer profiles or use loyalty programs.
Coupon No : Including coupon numbers in the Coupon Issued Report allows businesses to track and analyze coupon redemption with high granularity, making it easier to monitor coupon performance, prevent abuse, and optimize future promotions.
Coupon Name : Including the coupon name in the Coupon Issued Report enhances the ability to track and analyze the effectiveness of individual promotions.
Coupon Value : Including the coupon value in the Coupon Issued Report helps businesses track the total value of discounts applied through each coupon redemption.
Coupon Expire Date : Including the coupon expiry date in the Coupon Issued Report is a valuable addition because it provides important information about the validity of each coupon.
Source Bill : Including the Source Bill in the Coupon Issued Report provides critical context to the coupon redemption process. The Source Bill refers to the specific invoice or sales transaction where the coupon was redeemed.