Getting started with Smart Coupons

Our Smart Coupons integration allows users to access and leverage the benefits of this flexible WooCommerce plugin directly within the Oliver POS Register.

Note: This integration requires the WooCommerce Smart Coupons plugin.

Step 1: Set up the Smart Coupons plugin in WooCommerce

The first step is to install and configure WooCommerce Smart Coupons in the backend. We've taken the following Smart Coupons Documentation section directly from this page.

Documentation / Smart Coupons (click to expand)

Smart Coupons provide a powerful, “all-in-one” solution for gift certificates, store credits, discount coupons, and vouchers.

The plugin allows customers to buy credits for themselves or gift them to others. It automatically issues coupons on product purchase, provides “Apply Coupon with One Click” technology and more.

Installation

1. Download the .zip file from your WooCommerce account.

2. Go to: WordPress Admin > Plugins > Add New to upload the file you downloaded.

3. Activate the plugin.

4. After activating Smart Coupons, you will be redirected to Welcome Page of Smart Coupons that describes Features and FAQs.

More information at: Installing and Managing Plugins.

Enable plugin updates

Please follow steps listed here to enable plugin updates for Smart Coupons.

Getting started

Once installed and activated, four tabs will be added under Marketing > Coupons:

• Coupons

• Bulk Generate

• Import Coupons

• Send Store Credit

If you are on a WooCommerce version lower than 4.4.0, then the above tabs will be under the WooCommerce menu.

What is store credit / gift certificate?

A store credit or gift certificate is a monetary value assigned as a credit to the customer. So the customer can use that credit all at once or multiple times to make purchases until the credit is exhausted or its validity expires. If the available store credit balance is less than the total amount to be paid, the remaining amount can be paid using other payment methods.

In Smart Coupons, a store credit / gift certificate is available as a discount type coupon. So if you want to allow users to use store credit / gift certificate till it has balance, better not set the usage limit for it. This will allow customers to redeem credit multiple times until it is exhausted or is expired.

Settings

Enable coupons and Smart Coupons settings

Understanding tabs on Coupons page

• Adding coupons

• Bulk generate coupons (WooCommerce coupon generator)

• Import coupons in bulk using a CSV file

• Sending store credit

Using coupons and specific cases

• Linking coupons with products

• Store credit/gift certificate of any amount

• Store credit/gift certificate of variable but a fixed amount

• Creating coupon for new users only

• Create a WooCommerce BOGO (Buy One Get One) offer

• Gift a product via coupon – Add product with/without discount

• Setting coupon code length

• Using Smart Coupons shortcodes

• Using ‘Apply Before Tax’

• Compatibility with PayPal Standard

Smart coupons store management

• Viewing sent/received coupon details

• Resending coupons

Customizing Smart Coupons

• Changing, replacing, and overriding emails

• How to customize coupon style in Smart Coupons

• How to change the coupon expiry date format displayed on the website

Smart Coupons and Translations

• Translating Smart Coupons

• Rename ‘Store Credit / Gift Certificate’

How to guides

Usage Restrictions

• How to restrict coupon by country, state, city and zip code

• How to restrict coupon by payment method

• How to restrict coupon by shipping method

• How to restrict coupon by user roles

• How to restrict a coupon based on product attributes

• How to restrict coupons by product taxonomy

• How to restrict coupon by product quantity in cart

• URL coupons – How to apply single or multiple coupons on click of a link

• How to find or search coupons restricted to email

• How to block emails/domains from applying the coupon

• How to prevent users from applying multiple coupons

• Different ways to restrict gift cards

Others

• How to set expiry time with the expiry date

• How to display available coupons on any page (using Shortcode)

• How to set a maximum discount for a percentage discount coupon

• How to choose order statuses for coupon auto-generation

• How to display any message on cart or checkout after applying a coupon

• How to get a shareable link of a coupon

• How to print coupons

• How to copy coupon code from coupon list page

• How to sell gift cards at a discount

• How to sell gift card of a fixed amount

• How to schedule delivery of coupon

• How to auto-apply coupon

• How to change coupon page URL/endpoint in My Account

• How to display a coupon code notice sitewide

• How to categorize coupons

• How to show any message/coupon description on a coupon

• How to set up a ‘buy 2 get 50% off’ offer

• How to give a sample product for free

• How to run a flash sale on a product

• Using multiple currencies for purchasing gift cards

• How to offer cashback coupons

• How to provide store credit for a refund

FAQ’s

View all FAQ’s from here.

NOTE: Coupon must be set to discount type Store Credit / Gift Certificate:

The Smart Coupons Oliver App does not support other discount types at this time.

Step 2: Install Smart Coupons in the Oliver Hub

Once you have WooCommerce Smart Coupons installed in the backend, you'll just need to go to Oliver Hub --> Oliver Apps --> Smart Coupons and connect your store URL in Plugin Settings.

Step 3: Using Smart Coupons in the Register

Once configuration is complete, launch your Register (sell1.oliverpos.com).

At checkout, open the App Launcher (bottom left) and select Smart Coupons to generate and/or redeem coupons at checkout:
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After clicking on "Smart Coupons" you will be able to search for coupons and create new ones.
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Searching for coupons

​You can use this function to look up coupons, whether they were generated via the POS or through your website:

Creating new coupons

You can create new smart coupons in the POS that can be redeemed in-store or online:
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NOTE: You can have up to 100 active Smart Coupons ready to redeem in Oliver POS.

The Smart Coupons Oliver App currently has a limit of the 100 most recently created coupons (including those that have been redeemed and those that have not yet been redeemed).

Redeeming coupons at checkout

Whether a coupon was generated via your webshop or the POS, you can redeem it at checkout in the Register. Here's a coupon that was generated the backend:

At the checkout screen, select Smart Coupons from the App Launcher:

Enter the Coupon Code to retrieve the coupon:

Click "Apply" to apply it to the total:

Once applied, the coupon will show as a Cart Discount under the Sub-total like this: