Within the integration "pull sales to Finale" task, Finale can be configured to look at a SKU, a discount code, or using a statement that says "any line item that contains this text" and map it to a product ID, ignore it so it comes in as a generic discount, or map it to an actual preset discount/fee (such as "Coupon Discount").
- Do Not Import: Maps to an undefined adjustment. Finale will not be able to give you this data individually in reports
- Import using specified product lookup: Maps to a specific product
- Import using specified discounts & fees preset: This will map to a defined discount/fee preset. Finale WILL be able to put this data in a report to show you usage of it.
If you have several coupon codes, you can use the asterisk at the end of Coupon:. The Asterisk just means "any value", so if you use Coupon:*, that is telling Finale "anything that starts with Coupon:"
*Note - The value you enter as a wildcard is case sensitive as it applies to the items on your order. COUPON* and Coupon* are not the same. Most Shopify coupon codes begin with Coupon: and not COUPON:, so you must use Coupon* or Coupon:* to map them to the discount/fee prest.
HINT: This is an optional setting and is not used by most customers. However, it is a very handy, time saving feature if (1) your coupon codes are coming down as individual line items in the order and (2) your coupons all start with the same words (such as "Coupon:"). Please highlight screenshot for proper set-up.
Orders pulled with unique SKUs can be mapped to a single product. This feature is useful when you have a marketplace that creates unique SKUs for items that you would like to be treated as a single item.
For example, some marketplaces create numerous coupon codes and you could create a wildcard lookup to map all of those coupons to a specific item or you could set it to not import matching items.
*Note, do not use quotation marks in the wildcard unless the product lookup itself contains quotation marks.
Please sign in to leave a comment.