Published at: 2026-09-17

Issue or claim Coupons

Understand the relationship between issue, claim, and Coupon Instances.

Overview

A Coupon Program is only a rule template. The enterprise must issue the program to target Accounts. After an Account claims it, the system generates a usable Coupon Instance. For example, after a 100-10 program is issued to an Account, the system still needs to generate an instance under that Account. The Account can use it only when placing an order.

Issuing Coupons is performed in ShareMarketing. Claiming Coupons is performed in ShareOrder. Sales management configuration focuses on programs, instances, and order usage results.

Core concepts

Concept	Description
Coupon Program	The rule template referenced when a Coupon is issued.
Issue scope	The target Account scope that can receive the Coupon.
Coupon Instance	The actual usable Coupon under an Account.
Usage Status	Indicates whether the instance has been consumed by an order.
Validity period	Determines whether the instance can still be used in an order.

Flow boundaries

Stage	Meaning	System notes
Create Coupon	Configure the Coupon Program.	Define the benefit and usage conditions in sales-management Coupon Programs.
Issue Coupon	Issue the Coupon Program to target Accounts.	This stage is performed in ShareMarketing.
Claim Coupon	Accounts in the issue scope claim the Coupon.	This stage is performed in ShareOrder.
Use Coupon	Account orders consume Coupon Instances.	In the order, click Coupons and select an available instance.

Administrator checks

Confirm that the Coupon Program is enabled.
Confirm that the target Account belongs to the issue scope.
Confirm that a Coupon Instance has been generated under the Account.
Confirm that the Usage Status of the instance is Not Used.
Confirm that the program associated with the instance is still within the validity period.

Configuration that affects sales usage

Enable Status: Only enabled Coupon Programs can generate new Coupon Instances.
Effective Date and Expiration Date: Determine the time range in which the instance is available.
Threshold Amount and Face Value: Determine whether the order reaches the usage threshold and the deduction amount.
Product condition: Determines which products the order must Include before the Coupon can be used.
Mutual exclusion: Determines whether the Coupon can be used with a Pricing Policy or Rebate.

For example, when Threshold Amount is 100 and Face Value is 10, it means reduce 10 when the order reaches 100. If the product condition requires 500 ml beverage products, the order must Include eligible products.

Notes

[!NOTE] This article does not describe detailed ShareMarketing issue steps or ShareOrder claim steps. It only identifies the product where each operation belongs.

[!WARNING] If no Coupon Instance is generated for the Account, sales users cannot use the Coupon in an order.