Use the Course Sale Voucher module to access and interact with Course Sale Voucher records.
Course Sale Voucher records are created for each Course Merchant voucher/coupon code that exists in your store. Each record contains details about the voucher and links to all Course Sale records that have used that voucher.
Course Sale Voucher Table
Open the Learning menu and select Course Sale Voucher.
Figure: Search for Course Sale Vouchers and view their code.
When you enter the Course Sale Voucher module, you can review a paginated table of all the Course Sale Voucher records with a search box.
The following Bulk Actions are available for records in the Course Sale Voucher table:
- Mass Update - Updates multiple selected records together. D2L advises against using the mass update function on these records due to their integral connections with other records. Updating these records may result in inconsistencies and errors in data representation across various system components.
- Merge - Merges multiple selected records. D2L advises against using the merge function on these records due to their integral connections with other records. Merging these records may result in inconsistencies and errors in data representation across various system components.
- Export - Generates a CSV export of all selected fields.
- Delete - Deletes all selected records. D2L advises against deleting these records due to their integral connections with other records. Deleting these records may result in inconsistencies and errors in data representation across various system components.
For more information about interacting with records tables, refer to Tips and Tricks.
Course Sale Voucher Record
You can view all the data in a Course Sale Voucher record by clicking its name in the records table.
Figure: View and edit Course Sale Voucher records.
The following Actions are available for Course Sale Voucher records:
- Edit - Opens the record in editing mode.
- Duplicate - D2L advises against duplicating these records due to their integral connections with other records. Replicating these records may result in inconsistencies and errors in data representation across various system components.
- Delete - D2L advises against deleting these records due to their integral connections with other records. Deleting these records may result in inconsistencies and errors in data representation across various system components.
- Find Duplicates - Finds any duplicate records of this type.
- View Change Log - Opens the change log of the record.
To edit an individual data field, double-click the pencil icon (✏) inside the field, make your changes, then click the checkmark (✔) to save your changes.
To move between records, use the Previous and Next buttons in the top-right corner.
Course Sale Voucher Data Fields
The following are data fields:
- Voucher Code - The code the customer enters at checkout to gain the discount.
- Voucher Type - This can be Percent or Amount depending on if the voucher is a percentage or amount discount.
- Amount Percent - The percent discount a percentage voucher applies.
- Number of Uses - The number of times a voucher can be used. A voucher without a usage limit shows 0.
- Minimum Order Value - The minimum value an order must be before the voucher can be applied.
- Constraint Type - If the voucher is unconstrained, this field is blank. The category_id or product_code types show depending on if a voucher is constrained to a product or category.
- Constraint Code - The Product Code or Category ID number a voucher is constrained to. You can check a category's ID number in the URL when you edit it, for example: https://TheStore.com/storeadmin/category_edit?catid=22&Submit=Edit.
- Date Voucher Created - The date the voucher was created.
- Description - An optional editable text area.
- State - Active or Inactive depending on the vouchers state in Course Merchant.
- Voucher Expires - The date the voucher expires.
- Amount Currency - Displays the discount amount for amount type vouchers.
- Number of Uses Remaining - If the voucher has a usage limit, the number of uses left is here. Unlimited usage vouchers are always 1.
- Maximum Purchase Qty - The maximum quantity of items in the cart a voucher can be used with, if set.
- Constraint Item Name - The name of the category or product a voucher is constrained to if applicable.
- Date Voucher Modified - The date the voucher was last modified.
More Information
Figure: View the More information sub-panel for additional details about a Course Sale Voucher.
The following are data fields under More information:
- Source System - The Course Merchant store from which the record originated. The Reporting Layer can be connected to multiple stores.
- Date Created - The date the record was created.
- Date Modified - The date the record was last modified.
- Assigned to - Part of the default sales workflow. Records can be assigned to a user account for their attention.
- Created By - The user the record was created by. Generally, the Course Merchant Reporting Layer System Account.
- Modified By Name - The user who last modified the record.
Related Records
Any related records are listed in sub-panels at the bottom of the record page. The columns show a quick overview of the related records' data.
To interact with the related records, do any of the following:
- Click the - in the top right of any sub-panel to collapse it. Click the + in the top right of any collapsed sub-panel to expand it.
- Drag and drop the sub-panels for related records to re-order them.
- Open the Create drop-down and click Select to link a new related record.
- Click a related record's Name to navigate to the full record.