Got it 👍 You don’t want technical (tables, SQL, code), but a conceptual document that explains how
the Coupon Code Master will work inside your ERP — easy for business/functional users, marketing,
or management to understand.
Here’s a clean Concept Document:
📄 Concept Document – Coupon Code Master in ERP
🎯 Purpose
The Coupon Code Master enables your ERP users (marketing, sales, retail managers) to design,
generate, distribute, and track coupons for different scenarios:
1. Transaction-Based Coupons – unique, linked to a single transaction/customer.
2. Online / Multi-Use Coupons – one public code, reusable multiple times.
3. Distributed Batch Coupons – multiple unique codes generated in bulk, shared physically or
digitally for store redemption.
1. Coupon Types & Use Cases
1️⃣ Transaction-Based Coupons
When Used: After a purchase, system auto-generates a coupon tied to that transaction or
customer.
Distribution: Printed on invoice or sent via SMS/Email.
Redemption: Customer can use it on the next purchase (single-use or limited validity).
Business Value: Encourages repeat purchases and builds loyalty.
2️⃣ Online / Multi-Use Coupons
When Used: For e-commerce, app, or ERP online channels.
Format: One single code (e.g., FESTIVE2025) shared in campaigns, banners, or emails.
Redemption: Multiple customers can use it, subject to global usage limits or per-customer
limits.
Business Value: Drives online traffic and seasonal promotions.
3️⃣ Distributed Batch Coupons
When Used: Marketing generates a batch of unique codes (e.g., 1000 coupons).
Distribution: Shared with stores, distributors, or printed as physical cards.
Redemption: Customers bring these codes to the store for discounts.
Business Value: Expands reach via offline campaigns, partnerships, or local promotions.
⚙️2. Key Features of Coupon Code Master
A. Coupon Creation
Coupon Name & Description – marketing-friendly label.
Coupon Mode – choose Transaction-Based, Online Multi-Use, or Distributed Batch.
Discount Type – Flat value (₹500 off), Percentage (10% off), Free shipping, or Custom
benefit.
Validity Period – Start date, End date.
Usage Limits –
o Total usage allowed.
o Usage per customer.
o Single-use vs multiple-use.
B. Eligibility Rules
Minimum Purchase Value – e.g., valid only if bill > ₹5,000.
Applicable Channels – POS, Online, Mobile App, ERP.
Applicable Products – All products, specific categories (e.g., gold jewellery), or selected
SKUs.
Customer Restrictions – Retail / Wholesale / Specific segments.
C. Distribution Options
For Transaction Coupons – auto-attached to invoices, sent via SMS/email.
For Online Coupons – shared publicly in marketing campaigns.
For Batch Coupons – export codes to CSV, print physical coupons, or share with
distributors/stores.
D. Redemption Process
1. Customer provides coupon at checkout (POS/Online).
2. System validates:
o Is coupon active?
o Is it within validity dates?
o Usage limits not exceeded?
o Minimum purchase met?
o Correct channel/product/customer?
3. If valid → discount auto-applied.
4. If invalid → message shown (expired, already used, not eligible).
5. Redemption is logged for reporting.
E. Tracking & Reporting
Dashboard KPIs:
o Coupons generated.
o Coupons issued.
o Coupons redeemed.
o Redemption rate (%).
Reports:
o Coupon performance by campaign.
o Store-wise redemptions.
o Customer redemption history.
o Distributor / Batch effectiveness.
📊 3. Business Benefits
Sales Growth: Boosts repeat purchases and attracts new customers.
Marketing Flexibility: Supports campaigns across online, offline, and hybrid channels.
Customer Loyalty: Encourages customers to return for offers.
Better Control: Configurable rules avoid misuse.
Measurable ROI: Redemption tracking helps evaluate promotion success.
🔄 4. Example Scenarios
1. Transaction-Based:
o A customer buys jewellery worth ₹25,000.
o ERP auto-generates coupon TRX-250925-AB12 (10% off on next purchase).
o Coupon printed on bill and sent via SMS.
o Customer redeems within 30 days.
2. Online multi-use:
o Marketing publishes code DIWALI25.
o Customers shopping online get 25% off up to ₹5,000.
o Valid till 31st October.
o Limit: one use per customer, max 10,000 uses total.
3. Distributed Batch:
o ERP generates 1,000 codes BATCH-XXXX.
o Marketing prints them on scratch cards and distributes via malls.
o Customers bring cards to store → POS validates → discount applied.
o ERP tracks which batch/store got more redemptions.
✅ 5. Key Controls to Prevent Misuse
Date & channel restrictions.
Usage limits (per customer & overall).
Mark redeemed coupons as used immediately.
Option to revoke a code or batch if misused.
Reports to monitor unusual activity (e.g., too many redemptions by same customer).
⚡ This way, your Coupon Code Master becomes a central hub in ERP to design all types of
promotions — from automatic post-purchase rewards, to online festive campaigns, to offline
distributor-driven coupons.