How To: Setup Gift Vouchers

For those clients having the Gift Voucher functionality enabled, there are several steps required to set up face value vouchers in both accounts and stock screens.
Note: Khaos Control does not support money-off coupons, as described by HM Customs & Revenue

Create the Voucher Nominal

1. Open an Accounts screen (show me how).
2. Open the [ Accounts | Nominal Accounts | Nominal Accounts ] tab.
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. Add the following:

   Description: Voucher Sales

   System Type: Sale

   Account Type: Stock Item

6. Press Ctrl+S or click to save changes

Create the Voucher Bank Account and Link it to the Voucher Payment Type

Create the Voucher Bank Account Nominal

1. Open an Accounts screen (show me how).
2. Open the [ Nominal Accounts | Nominal Accounts ] tab.
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. In the Code column enter the Nominal Code.
6. In the Description add a Description, for example Voucher Bank Account.
7. In the System Type column press F4 and from the options select Bank Control Account.
8. In the Account Type column press F4 and from the options select Company.
9. Press Ctrl+S or click to save changes.

Create the Voucher Bank Account

1. Open a System Data screen (show me how).
2. Open the [ Bank Accounts ] section.
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. Enter the following information:
   • Account Name: Voucher Bank Account.
   • BNominal: press F4 and select the voucher bank nominal you created above.
6. Press Ctrl+S or click to save changes.

Link the Voucher Bank Account to the Voucher Payment Type

1. Open a System Data screen (show me how).
2. Open the [ System Data | Accounts | Payment Types ] tab
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. In the Bank ID column for the Voucher payment type F4 and select the voucher bank account from the options.
6. Tick the Auto Bank checkbox.
7. Press Ctrl+S or click to save changes.

Create the Voucher Stock Item

1. Open a Stock screen (show me how).
2. Press Ctrl+N or click .
3. The main fields to complete for vouchers are:
   • Stock Code: set to&nbsp VOUCHER.
   • Description: the description of the stock item for example VOUCHER.
   • Stock Type: system_miscellaneous or a stock type for gifts and vouchers if set up.
   • Buy Price: set to zero.
   • Sell Price: set to zero.
   • Untick Stock Controlled in the [ Stock | Detail | options ] screen.
   • Tax Rate: Zero
4. SNominal: should be set to Voucher Sales.
5. Press Ctrl+S or click to save.

See Also

• Sales Orders
• "System Values" page