When there are coupons that a number of retailers will need (e.g. Trek Connect Retail Marketing, recalls), the Ascend team will be able to create them in a central repository. The Coupon Wizard utility allows you to simply download coupons from this repository.

1. To begin, from the Ascend desktop, select the View > Payment Types.
2. Select the Coupon payment type from the list. Your existing coupons display in the lower part of the screen.
3. On the lower toolbar, click Download.

4. In the Coupon Wizard, check the coupons you want to add to your system. Choose the appropriate tax option according to your local tax laws. Always check your local and state tax laws before overriding tax rates. You may be liable for paying sales tax even if you did not collect it from the customer(s).
   1. Pre-Tax: Coupon value is deducted before tax is calculated.
      1. Note: Pre-tax coupons must be applied to the sale before non-coupon payments are taken. They also must be associated to a Sales Item.
   2. Post-Tax: Coupon value is deducted after tax is calculated.
      1. Note: Post-tax coupons can be taken at any time during a sale (even if the customer has already made a payment).
5. Click Download. A confirmation prompt displays when the coupons are added to your system. 

Editing Coupons Downloaded from Coupon Wizard

You can then make any adjustments you’d like. To edit the Coupon, double-click on it from the Coupon list. 

Note: If you’re a multi-store retailer, coupons automatically share across all your locations, so you only need to download once! If your location will not be honoring the coupon, uncheck Honor Coupon.

Is the coupon you want greyed out? The Coupon Wizard looks for coupons that are already in your system with the same Code – existing coupons can’t be re-downloaded. If you’re not seeing the coupon, check Show Hidden (on the lower toolbar). Restore or adjust as needed.

Additional Resources

KB22-140