Once a campaign is running, 2 questions come up again and again: are there enough coupons left, and are customers actually using the ones they were given? A bucket answers both, but on 2 separate pages — one for tracking down a single code, one for the whole bucket at a glance. This article covers both, and settles the thing that confuses people most: there are 2 "remaining" figures, and they do not match.

⚡ Quick Path: CouponCoupon Bucketmagnifier icon the magnifier icon to find single coupons, or bar chart icon the bar-chart icon for the whole bucket

📌 Good to know: both pages are for reading. Opening them changes nothing for customers holding coupons. The one exception is a delete button on the search page, which has its own warning below.

Requirements before you start

  • Access to the Coupon menu — if it is not in the left sidebar, ask an administrator on your team to grant access first.
  • Knowing which bucket you are looking at — every figure belongs to one bucket rather than to all of them together, so have the bucket name ready.
  • The code itself, if you are tracing one — the search page takes a coupon code, a status and a date range; starting from the code is the fastest route.

The 4 statuses a code can be in

Whichever page you read, the same 4 statuses apply — and the overview page uses these colours in its proportion bars.

StatusColourWhat it means
Undistributegreystill in the bucket, not given to anyone — this is what you can still hand out
Distributelight greenhanded out and sitting with a customer, but not yet used
Useddark greenredeemed at the counter; that code's life is over
Suspendedredheld back, and not usable

The whole bucket at a glance

Press bar chart icon the bar-chart icon, the last in the Actions column, and the system opens Stock Coupon List with the bucket's code in the heading — Stock Coupon List : COCO, for example.

The page does not treat the bucket as one pile. It breaks it down by lot, meaning each time coupons were added. Every lot gets a proportion bar, 2 sets of figures below it, and a card on the right saying where that lot came from and when, with a Report Lot button for a report on that lot alone.

2 "remaining" figures, and the one to plan with

"Remaining" appears twice on this page, and the 2 figures answer different questions:

  • Remaining (Undistribute)how many you can still give out. Plan with this one
  • Remaining (Usable)how many could still turn up at the counter, including codes already handed out. This is the shop floor's figure

⚠️ Watch out: do not use Remaining (Usable) to answer "how many can I still give out?" — it counts codes already in customers' hands, which cannot be handed out again.

One lot's figures on the Stock Coupon List page showing coupons handed out, used and remaining
`Remaining (Undistribute)` = still giveable; `Remaining (Usable)` = still spendable

The yellow card beside each lot traces where it came from: Description says how the lot arrived, and Date gives the time it was added.

Finding a single code

When a customer calls about one code, the overview page cannot help; the search page can. Press magnifier icon the magnifier icon in the Actions column and the system opens Coupon List Search.

The search panel offers 5 controls: a coupon code, a SystemDistribute : dropdown offering Coupon or Gift, a second dropdown carrying no label at all, a start date and an end date. Above them, a red line reads *You must input either the coupon code or date range then remaining blanks. — meaning you must give at least a code or a date range. Searching with everything empty will not work; the rest can be left blank.

The unlabelled dropdown holds 2 kinds of choice in one list: date types (DateDistribute for the date handed out, DateUse for the date redeemed, DateExpire for the expiry) and coupon statuses.

If you have typed a date range, pick the date type that matches what you are chasing — the same range returns a different set once you switch types.

Press Search and the results fill the table below, one row per code, with its status, the date it was used, its expiry, and where it was sent.

The Coupon List Search page showing the search fields and the per-code results table
The red line above the fields is the rule: a coupon code or a date range, at minimum

2 columns are easy to read the wrong way round: DateExpire is the code's own expiry, and DateExpire (Gift) is the expiry of the privilege the customer received.

📌 Good to know: each row ends with a Request button for asking to change that code's status, which is what you use when a customer reports one that will not work. Above the table sits a red delete button marked (All Undistribute), which removes every coupon not yet handed out in one go. Treat pressing it as irreversible.

Check your understanding: to answer whether you can still give codes out, read Remaining (Undistribute), not Remaining (Usable).

Common Problems

What you seeUsual causeWhat to do
Search returns nothing at allneither a coupon code nor a date range was given, and one is requiredenter a code, or a start and end date, then search again
The 2 remaining figures disagree, and you are unsure which is rightboth are right; they answer different questionsto hand more out, read Remaining (Undistribute); to see what can still be used, read Remaining (Usable)
The total does not match what you just addedthe page is per lot, so the lots have to be added togetherwork through them lot by lot, or press Report Coupon for every lot at once
The code a customer quoted cannot be foundyou may be searching the wrong bucket, since this page is tied to the bucket you entered fromcheck the code in the Coupon List Bucket Code : heading, then go back and pick the right bucket
The 2 icons are not visible on the rowthe table may need scrolling right, or your login has limited permissionscroll the table fully right; if they are still missing, ask an administrator about permissions

Frequently Asked Questions

Q: What is the difference between Distribute and Used?

A: Distribute means the code has left the bucket and is with a customer but has not been used at the counter. Used means it has. The gap between them is the stretch where a customer is holding a coupon they have not yet spent.

Q: How do Report Lot and Report Coupon differ?

A: Report Lot reports on the lot you pressed it from; Report Coupon covers every lot in the bucket. For a whole-bucket total, the second is quicker than adding lots up by hand.

Q: What puts a code into Suspended?