Discount Coupon
Table of Contents
Check discount coupon information and transaction history
Learn how to check the information and transaction history of discount coupons on the Merchant Portal.
Once a discount coupon has been created and used on the Eats365 POS, discount coupon information and transaction history becomes available on the Discount Coupon settings.
In this article, you'll learn how to check discount coupon information and transactions, and export discount coupon records.
Check discount coupon information and transaction history
To check a discount coupon’s information and transaction history, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card / Discount Coupon.
- Under Discount Coupon, click on Coupon.
- At the top right, click on date range. Then, select the time period that you want to include in the search results.
- To filter the search results further, click on Advanced Filtering. Then, filter the following information:
- Account - Select which account the discount coupon belongs.
- Campaign - Select which campaign the discount coupon belongs.
- Type - Select if you want to check Cash Vouchers or Discount Coupons only. To check both coupon types, select All.
- Redemption Status - Select if you want to check redeemed or unredeemed coupons only. To check both, select All.
- Toggle Include Deleted Cards
to add deleted coupons on the list.
- Click on Submit to confirm. A list of all discount coupons created on the selected date range appears on the page.
- To check a discount coupon’s information and transaction history, click on the sequential ID of the coupon that you want to check.
- Under Coupon Information, you can view and modify the coupon’s settings.
- Under Transactions, you’ll find transaction information made on the discount coupon.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
Note: You must be on Organization View to view expired discount coupon information and transaction history.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card.
- Under "Discount Coupon," click on Discount Coupon.
- Select the time period that you want to include in the search results.
- To filter the search results further, click on the drop-down menu next to date range. Then, filter the following information:
- Account - Select which account the discount coupon belongs.
- Campaign - Select which campaign the discount coupon belongs.
- Type - Select if you want to check Cash Vouchers or Discount Coupons only. To check both coupon types, select All.
- Redemption Status - Select if you want to check redeemed or unredeemed coupons only. To check both, select All.
- Sequential ID - Enter the sequential ID of the discount coupon that you want to check.
- Toggle on Include Deleted Cards
to add deleted coupons on the list.
- Click on Submit to confirm. A list of all discount coupons created on the selected date range appears on the page.
- To check a discount coupon’s information and transaction history, click on the sequential ID of the coupon that you want to check. Alternatively, you may also click on Edit next to the gift card that you want to check.
- Under "Coupon Information," you can view and modify the coupon’s settings.
- Under "Transactions," you’ll find transaction information made on the discount coupon.
Export discount coupon records
To export a file of discount coupon records, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card / Discount Coupon.
- Under Discount Coupon, click on Coupon.
- At the top right, click on date range. Then, select the date range that you want to include in the exported report.
- Click on Export. A file with all discount coupon transactions created under your organization or restaurant gets downloaded to your computer.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card.
- Under "Discount Coupon," click on Discount Coupon.
- Select the date range that you want to include in the exported report.
- Click on Export. A file with discount coupon transactions created under your organization or restaurant gets downloaded to your computer.
