AX Retail

Coupons

Sana Commerce uses its own coupons functionality, called Discount codes, as well as coupons functionality of Microsoft Dynamics AX for Retail. Both Sana Commerce discount codes and AX for Retail coupons can be used. When a customer enters the discount code/coupon in the shopping cart firstly the discount codes in Sana Admin are checked and if it is not found the coupons in AX for Retail are checked.

 NOTE

To be able to use coupons from Microsoft Dynamics AX for Retail the Discount codes option should be enabled in Sana Admin: Setup > Marketing > Promotions > Discount codes. Otherwise, the Discount code field in the shopping cart of the Sana Commerce web store, where the coupon number can be entered, will not be present.

 NOTE

Coupons are not supported by quotes.

To create a coupon in Microsoft Dynamics AX for Retail click: Call center > Setup > Coupons > Coupons. In the Coupons form, click New.

The table below provides the description of the coupon fields:

When the coupon is created click Activate at the top of the window to activate the coupon.

If a customer placed an order from the Sana Commerce web store and applied a coupon its details and value can be seen in the sales order in Microsoft Dynamics AX.

If you want to see which coupon has been applied to the sales order open the appropriate sales order in Microsoft Dynamics AX and on the action pane click: Manage > Coupons.

The coupon value is stored as a charge in the related sales order and can be seen under: Sell > Charges.

All coupons applied to the sales orders have a unique charge code, which can be changed if necessary. To manage the charge code for coupons click: Call center > Setup > Call center parameters > Coupons.

 NOTE

If Retail functionality is enabled for the Sana web store in Microsoft Dynamics AX and a customer applies the discount code which is present in Sana Admin the same coupon will be automatically created in AX.

If you use Microsoft Dynamics 365 for Finance and Operations with Retail, then only the coupons which are available in Microsoft Dynamics 365 can be applied to a shopping cart.