How To: Add Expiry Dates to Gift Vouchers

Gift Vouchers functionality is not enabled by default.

Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.

For those clients having the Gift Voucher functionality enabled, expiry dates are added to vouchers when they are purchased:

  1. Create a Sales Order as normal.
  2. Add the Gift Voucher stock item to the Sales Order.
  3. In the Voucher popup enter:
    • The voucher code.
    • The amount.
    • Check in the checkbox if an expiry date is to be added. The calendar option will be enabled, select the expiry date.
  4. Click on OK.
  5. Process the sales order as normal.

Notes

  1. The list of vouchers and their expiry dates can be seen in the [ Promotions | Voucher ] screen.
  2. If the voucher is used after the expiry date an error message will be displayed.
  3. The voucher can be used up to and including the expiry date. It expires after the date entered as the expiry date.

Amending the Expiry Date

  1. Open the [ Promotions | Voucher ] screen.
  2. Locate the voucher.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Double-click on the expiry date in the Expiry Date column.
  5. Use the calendar functionality to amend the date.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.


See Also


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