Published at: 2026-09-17
Configure Coupon Programs
Define Coupon rules and usage conditions.
Overview
A Coupon Program is a rule template for Coupons.
Administrators use a program to define the threshold, Face Value, usage Type, applicable Product, and mutual exclusion.
The program itself does not belong to a specific Account.
After a Coupon Instance is generated, the Account can use it in an order.
For example, you can set CNY 10 off for orders over CNY 100 and restrict it to the current month.
You can also set CNY 30 off for orders over CNY 200 and require beverage products.
Before you begin
[!IMPORTANT] - Prerequisite configuration: The Coupon capability is enabled. - Role permission: You need Coupon Program management permission. - Impact scope: Coupon Programs with Enable Status can generate new Coupon Instances.
Configuration steps
- Open the Coupon Program list.
- In the Coupon Program list, create a Coupon Program.
- In Program Name, enter the Coupon Program name.
- In Enable Status, set whether the program is enabled. Coupon Programs with Enable Status can generate new Coupon Instances.
- In Usage Type, select Offset Payment Received or Allocated Discount.
- In Effective Date and Expiration Date, set the Coupon available dates. For example, set Effective Date to 2024-01-01 and Expiration Date to 2024-12-31.
- In Face Value, enter the Coupon deduction amount. For example, enter 10.
- In Threshold Amount, enter the Coupon usage threshold. For example, for a 100-10 Coupon, Face Value is 10 and Threshold Amount is 100.
- In Restricted Payment Method, select the payment method that can use this Coupon. For example, if WeChat Pay is required, other payment methods cannot use the Coupon.
- In Product Condition Description, enter the product usage condition. This Description helps users quickly understand the Coupon conditions in Coupon Instances. For example, the Account must buy 500 ml beverage products.
- In Owner and Assigned Department, select the responsible User and Department.
- Configure Mutually exclusive with Pricing Policy and Mutually exclusive with Rebate.
- Set whether the program is a Flexible Coupon.
- In Coupon Program Description, enter the Campaign Description that users need to view when using the Coupon in an order. For example, beverage products May Day promotion, reduce 10 when the order reaches 100.
- In Product condition, select All products, Specified Range, or Designated Product.
- Save the Coupon Program.
Field descriptions
| Field | Description |
|---|---|
| Enable Status | Programs with Enable Status can generate new Coupon Instances. |
| Usage Type | - Offset Payment Received: The order amount and line Unit Price remain unchanged. The result affects Subtotal After Expense Allocation, paid amount, and Amount Pending Collection. - Allocated Discount: The order amount and line Unit Price decrease. The benefit is reflected in Coupon Discount and also affects Subtotal After Expense Allocation. |
| Face Value | The Coupon deduction amount. |
| Threshold Amount | The order amount threshold required to use the Coupon. |
| Restricted Payment Method | If a specific payment method is required, other payment methods cannot use the Coupon. |
| Product Condition Description | Text that explains which products must be purchased before the Coupon can be used. It helps users understand usage conditions in Coupon Instances. For example, WeChat Pay is required. For example, the Account must buy 500 ml beverage products. |
| Product condition | Uses all products, Specified Range, or Designated Product to restrict applicable products. The order must Include these products before the Coupon can be used. |
| Flexible Coupon | When set to yes, the instance Face Value can be adjusted separately. |
Product condition configuration
Product condition supports three methods:
- All products: The Coupon can be used if the order has any Product.
- Specified Range: The Coupon can be used only when the order includes products that meet object Field conditions. This supports complex Rebate scope scenarios.
- Designated Product: The order must Include a Designated Product before the Coupon can be used.
Validation
- In the Coupon Program list, confirm that the new program is saved.
- Open the program details and confirm the Face Value, Threshold Amount, validity dates, and product conditions.
- When you create a Coupon Instance, confirm that the Coupon Program can be selected.
Notes
[!WARNING] If the program is mutually exclusive with a Pricing Policy or Rebate, the order cannot use both policies and the Coupon at the same time. You need to Cancel one before you use the other.
[!NOTE] A Coupon Program is not a usable Coupon under an Account. Only after a Coupon Instance is generated can an Account order use it.
[!TIP] If users need to identify the campaign rule quickly when placing an order, enter the rule in Coupon Program Description. For example, beverage products May Day promotion, reduce 10 when the order reaches 100.