How To: Redeem Gift Vouchers

For those clients having the Gift Voucher functionality enabled, vouchers can be redeemed as follows:

1. Create a Sales Order as normal.
2. Add the stock items required and additional sales order information as normal.
3. When entering the payment:
   • Select Voucher against the Payment Line.
   • Enter the code for the Voucher to be redeemed in the Voucher Ref field on the right.
   • Click on the button, this will update the Amount field with the value of the voucher.
4. If the Total is more than the value of the voucher:
   1. Click Click or press F3 to add a new item. above the Payment Line grid.
   2. Tick the Manual Payment checkbox.
   3. Tick the payment type and fill in the relevant details.
   4. Enter the amount still owed.
5. Press Ctrl+S or click to save the Sales Order.
6. If the voucher has not been fully redeemed you will be prompted with a message stating:

   Voucher: 12345 - 1.25 remaining

   There is an outstanding balance. Would you like to issue a new voucher for the remainder?

7. Clicking on Yes brings up the New Voucher popup. The user is able to enter the voucher details including expiry date if used.

Notes:

1. If the amount entered against the voucher as payment is higher than the actual voucher value then an error message will be displayed.
2. If the amount entered against a voucher for payment is lower than the value on the voucher, a popup will ask if the user wishes to issue a new voucher for the outstanding balance.
3. If a reference has been entered but the amount for the payment is £0.00, when the order is saved a warning will appear and the save will be aborted until a valid payment amount is entered.
4. If the voucher is used after the expiry date an error message will be displayed.
5. The expiry date of the voucher can be amended in the [ Promotions | Voucher ] screen.
6. The voucher can be used up to and including the date; it expires after the date entered as the expiry date.

See Also

• Sales Orders
• "System Values" page