# 后台怎么设置代金券/优惠券活动规则以及打印模板设置

##### **1.代金券/优惠券活动规则设置**

##### **打开OP后台》营销》点【代金券】，进入代金券/优惠券查询模块，点击【发券规则】，可以去设置规则**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/7h2image.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/7h2image.png)**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/Tc1image.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/Tc1image.png)**

##### **规则一：启用【优惠转券】，选择设置的券的类型以及可以设置券的有效期**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/F6qimage.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/F6qimage.png)**

##### **权限开启，五分钟后重启UPOS，正常添加商品打折扣，在结算界面可以点击【优惠转券】**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2025-12/scaled-1680-/A4eimage.png)](https://book.onlean-gateway.com/uploads/images/gallery/2025-12/A4eimage.png)**

##### **规则二：启用【自动折扣转券】，设置转券规则，选择设置的券的类型以及可以设置券的有效期**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/D4Mimage.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/D4Mimage.png)**

##### **规则设置完成，五分钟后重启UPOS，添加商品满足规则条件，结算界面自动显示折扣转券（可查看规则）**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-01/scaled-1680-/P1vimage.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-01/P1vimage.png)**

##### **规则三：启用【满额自动发券】，设置转券规则，选择设置的券的类型以及可以设置券的有效期**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/Qrvimage.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/Qrvimage.png)**

##### **规则设置完成，五分钟后重启UPOS，添加商品满足规则条件，结算界面自动转券，满额发券不可取消**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-01/scaled-1680-/zCBimage.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-01/zCBimage.png)**

##### **2.代金券打印模板设置**

##### **后台》【打印模板管理】中生效对应的模板，券使用的特殊说明支持在店铺中自定义设置**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/vv4image.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/vv4image.png)**

##### **[![f389bd4b14039d6c5a7a0359c7bcd0af.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/f389bd4b14039d6c5a7a0359c7bcd0af.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/f389bd4b14039d6c5a7a0359c7bcd0af.png)**

##### **3.券查看**

##### **打开OP后台》营销》点【代金券】，进入代金券/优惠券查询模块，查看已经发出的代金券/优惠券使用记录以及单据溯源，增加券作废跟打印的功能**

##### **[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/Iz6image.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/Iz6image.png)**

##### **4.券使用**

##### **根据发券规则设置的券类型，打印出来的cupon在优惠券中进行核销使用，打印出来的vale在代金券中进行核销使用**

[![image.png](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/scaled-1680-/8bDimage.png)](https://book.onlean-gateway.com/uploads/images/gallery/2026-07/8bDimage.png)