EQC: EQLink-Allowance Coupon

The Allowance Coupon is used when a promise of payment is pledged by the client, to be collected after the online ordering event. This feature is called a Spending Account in DB/d.

Using this coupon requires a DB/d O/P Special Charge Code to be configured called ALLOW to map the functionality.

DB Distributor - O/P Special Charges

DB Distributor > Order Processing > Setup > System > Supporting Files > Recommended > O/P Special Charges.

Type in ‘EQDALLOW’ to the code field and add. Must match to meet the needs of Allowances.
Select the appropriate Product Code.
Check ‘Keep Order History’.
Check ‘Enter Only Extensions?’
Save

Creating the Allowance Coupon in EQ/l

A/R > A/R File Maintenance > Gift Cert/Coupons > Coupon Maintenance. Click Add.

Enter an Issue ID, a code to identify this coupon.
Enter Desc: a label to identify this coupon.
Enter an Expiration Date:
DO NOT select the Single Use Coupon option
The Product Group: defaults to EQ Link Product Group. (not used in DB/d).
Select the Clothing/equipment allowance as the Action.

NUMBERING TAB

Set up a Common Number when using Allowances. This number is used when configuring allowances in EQ/c Distributor Setup.

Common Number – multi-use coupon number.* Limited to 10 characters for DB/d. The common number appears in the Sales Order.

Unique Numbers are not with allowances.

CONDITIONS tab

The Add Condition/Rule window allows you to configure the criteria that must be met for the coupon to be valid.

Each condition or rule can only be used once. To add a condition or rule, highlight it and click Add Rule. Once a condition or rule is added, it will be removed from the available list of conditions/rules.

Required Rules for Allowances – Minimum 1 rule required.

Client – not needed for a generic allowance program.
Specific Items, Categories, etc., as applicable.
Use with other Coupons. Use if only rule.

After configuring the coupon(s) Conditions/Rules click Save. EQ Link displays a warning message asking to activate the coupons. Selecting Yes connects to eCommerce, activates the coupons then displays a list of the coupons. Click Exit.

Activate the Allowance Coupons on QNet Distributor

The next step is to activate the Allowance Coupon feature on the eCommerce sites. Logon to the Distributor Access. In EQ Link go to Help>Websites>Distributor Login.

Copy and paste the URL into your browser to access the login screen and sign in.

EQ Commerce Setup

Click on Distributor Setup > Site Appearance > Customize Checkout.

Select the Client.
Check Enabled Allowance.
Enter the Default Coupon Code. (Common number from coupon setup).
Save

Additional Options

Allowance labels can be changed in EQ Commerce Setup. Select the client from the dropdown then click on Checkout Options. Enter the desired wording in the button labels and Save!

EQ/c User Access and Configuration

To give access to the Allowance report for setup, log into Distributor Setup > Administration > Distributor Access.

Click on the Client.
Click Administrator Login.
Click Admin Settings on the menu bar.
Click All Users.
Click the User to setup with the Allowance report.
On the REPORTS tab, scroll down to the bottom.

Note: Can also be configured in the Group profile.

Report Access

The Allowance Report located in the User Report section, gives the user access to see balances and activities for themself and/or others.

The Allowance setup option in the Custom Report section gives the user access to View/Setup the Allowances.

Use Close to save the setup then log in as the User to see the reports.

Allowance Setup

Log in as the User, click on Reports and run the Allowance Setup report. Click Select All to see the Users and fields.

Enter Allowance in dollars
Select Start Date
Select Expiration date
Save and Close.

Note: After account is used, clicking on the Details displays activity.

Using the Allowance

The USE ALLOWANCE button is on the checkout screen. Clicking this prompts a second confirming window. The allowance is then applied to Items, Freight and Sales Tax.

Any leftover value can be paid by any method available to the user, commonly a credit card.

The Allowance Used is displayed in the totals of the Order Confirmation.

DB/d Order Generation

When the order is processed in DB Distributor, it will generate 2 orders.

The initial order bills as a reduced invoice to match the order confirmation.
The second order is created to bill the Customer for the Allowance used.
Both orders are tied to the third party order number from EQ/c.

Allowance Report

Transactions are viewable on the Allowance report.