Settings
Create Coupons, Cashback Vouchers and Customer Campaigns
Coupons reduce a bill at the till, cashback creates later-use vouchers, and campaigns send messages to customer segments by SMS or WhatsApp with preview and dry-run controls.
- Menu path
- Manage -> Marketing -> Coupons, Cashback, Campaigns
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html Marketing tabs, frontend/static/script/js/modules/js/coupons.js, frontend/static/script/js/modules/js/cashback.js, frontend/static/script/js/modules/js/campaigns.js, sales_write.html sales_coupon_panel
Choose the Right Marketing Tool
| Tool | Use for | Important control |
|---|---|---|
| Coupon | A known discount code typed or scanned at the till. | Code, type, value, min spend, max discount, date window and usage limits. |
| Cashback | A reward voucher issued after a qualifying sale for the next visit. | Percent, min bill, cap, validity, customer binding and delivery channel. |
| Campaign | A message sent to a selected customer group. | Audience, channel, message, preview, dry run, send now and schedule. |
Create a Coupon
- Open Manage -> Marketing -> Coupons.
- Click New coupon.
- Enter a Code such as DIWALI10. Use a code staff can read and customers can type.
- Enter a Description that explains the offer.
- Choose Percentage off or Fixed amount off.
- Enter Value.
- Set Min spend when the coupon should require a minimum bill.
- For percentage coupons, set Max discount when the owner wants a cap.
- Set Valid from and Valid until when the offer is time-limited.
- Set Total uses and Per customer limits, or keep 0 for unlimited.
- Keep Active on only when the coupon should be accepted at the till.
- Save and test the code on a training sale.
Redeem Coupons at the Till
The coupon control sends code, live bill total and customer id to the server for validation. If the code is accepted, Posnic stores the coupon discount and recalculates the payable total.
- Marketing must be enabled for the sale coupon control to show.
- Type the coupon code or scan a voucher barcode into the coupon field.
- Check rejected messages instead of forcing a manual discount.
- If a coupon is capped, the till can show that the discount was capped.
- Use Clear to remove the applied coupon before saving the sale.
Configure Cashback
Cashback turns a qualifying sale into a single-use future voucher. It reuses the coupon engine, so redemption happens through the same coupon box on a later sale.
- Set Cashback percent.
- Set Min bill to earn so small bills do not issue vouchers.
- Set Max cashback when the owner wants a reward cap.
- Set Valid for days so vouchers expire.
- Set Min bill to redeem for the next visit.
- Use Bind to the customer when the voucher should not be transferable.
- Choose print only, SMS or WhatsApp delivery.
- The Print action creates a Code128 barcode voucher; allow popups on the till if printing is used.
Run a Customer Campaign
- Open Manage -> Marketing -> Campaigns.
- Click New campaign.
- Enter campaign name.
- Choose WhatsApp or SMS channel.
- Choose audience: all customers, loyalty tier, minimum points, lapsed customers or customer category.
- Write the message and use merge fields such as name, points or tier.
- Click Preview reach to see who should receive it.
- Use Test dry run before a real send.
- Use Save draft if the owner must approve the copy.
- Use Send now only after approval, or Schedule for a later time.
Campaign Safety Rules
The campaign controller intentionally makes real sending deliberate. It can skip customers who opted out or do not have a phone number, and it avoids messaging the same customer twice for the same campaign.
- Never send a real campaign without previewing reach.
- Use dry run when testing segment rules.
- Respect opt-outs and local messaging rules.
- Keep message text short and clear for SMS.
- Delete only drafts or mistakes; send history is kept for the record.