✅ Set Up Coupon Codes

Purpose

Ensure coupon codes are set up correctly in CO77.2, with accurate start/stop dates, and configured for the correct companies. [1- Set up...upon Codes | Word]

Systems / Screens Used

CO77.2 – Coupon Maintenance (PRD) [1- Set up...upon Codes | Word]

Required Company Setup

Coupon codes must be set up for:

Company 1000

Company 3000 [1- Set up...upon Codes | Word]

Before You Start (Validation Checklist)

As soon as you receive coupon codes, confirm the following: [1- Set up...upon Codes | Word]

✅ Start and stop dates are correct

✅ Dates are separated by at least 5 months (possibly 6 months) [1- Set up...upon Codes | Word]

✅ Double-check the YEAR on all dates [1- Set up...upon Codes | Word]

✅ Make any required adjustments immediately [1- Set up...upon Codes | Word]

Key Date Rule (Very Important)

Lawson prepopulates the eSAT coupon code Start Date.

Important clarification:

The “Start Date” you receive from Kenny is the email send date. [1- Set up...upon Codes | Word]

The CO77.2 Start Date must be set to at least one week prior to that send date. [1- Set up...upon Codes | Word]

Procedure: Set Up Coupon Codes in CO77.2

1) Open CO77.2 (Coupon Maintenance)

Navigate to CO77.2 in PRD. [1- Set up...upon Codes | Word]

2) Verify/Select Company

Confirm you are working in Company 1000, then repeat these steps for Company 3000. [1- Set up...upon Codes | Word]

3) Locate the Coupon Code

Search for the coupon code provided.

Confirm the coupon description and related fields. [1- Set up...upon Codes | Word]

4) Confirm Dates & Update if Needed

Check these fields carefully:

Start Date (must be ≥ 1 week before the email send date)

Stop/End Date (ensure it is correct and matches expectations) [1- Set up...upon Codes | Word]

Apply corrections immediately if:

The separation between dates is < 5 months

The year is wrong

The Start Date is too close to the send date [1- Set up...upon Codes | Word]

5) Repeat for Second Company

Repeat the full verification and any updates for Company 3000. [1- Set up...upon Codes | Word]

Final QA (Before You Close)

✅ Company 1000 updated/verified

✅ Company 3000 updated/verified

✅ Start Date is ≥ 7 days before Kenny’s email send date

✅ Dates are 5–6 months apart

✅ Years are correct [1- Set up...upon Codes | Word]

Reference (Screenshot)

The document includes a screenshot of CO-OP Coupon Maintenance (PRD - CO77.2) for visual confirmation. [1- Set up...upon Codes | Word]

Quick Question (so I can format it perfectly)

When you said “excel document,” did you mean you want this turned into:

a Notion SOP page (what I provided), or

a Notion database/table format (with properties like Company, Coupon Code, Start Date, Stop Date, Status, Owner)?

If you tell me which one you want, I’ll convert it into the exact Notion structure (database properties + sample rows if needed).

Set up Coupon Codes