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4 | Voucher Setup Custom Info

This article covers the "Custom Info" element of Voucher Setup and the relevant configurations that can be made in BackOffice. The "Custom Info" component allows Organizations and Operators to add extra information about the individual Voucher Setup. This information is not mandatory but can be used for Report purposes or for the Organization's knowledge.

This article covers the "Custom Info" element of Voucher Setup and the relevant configurations that can be made in BackOffice.

The "Custom Info" component allows Organizations and Operators to add extra information about the individual Voucher Setup. This information is not mandatory but can be used for Report purposes or for the Organization's knowledge.

Prerequisites 
  • To access Voucher Setup features, the applicable Operator Privileges   will need to be enabled 
    • Marketing & Promotions  Tab 
      • Promotions: "Maintain Voucher Setups" Flag
      • Promotions: "Issues/Edit Vouchers " Flag 
      • Promotions: "View Voucher Custom Info " Flag 
      • Promotions: "Edit Voucher Custom Info " Flag 
Getting Started
  • "Custom Info" for Voucher Setup can be accessed via the button located below the Voucher Details Section in the Voucher Setup

  • Once the button is clicked, it will open up a new window that displays all the extra information (or may be left blank if none have been configured yet)
  • This information is in the format of Flags, Numbers, Dates and Text Groups

Maintaining Custom Fields
  • The Custom Info window contains Optional Fields which can be Edited to suit an Organization's needs and/or preferences
  • Begin by clicking on the Edit Custom Fields button in the bottom left corner which will open a Custom Fields edit window

  • Click within the Field Names to Enter information
 

Field Types

Description & Information
Flag Fields
  • Operators can create up to ten (10) Custom Flags to add
  • These can be used for marking flags for any relevant information
    • One example could be the type of voucher
  • Once created, these can be Edited or Removed
Number Fields
  • Operators can create up to Five (5) Number Fields to add
  • These can be used for any relevant information
    • One example could be to enter the Printing Cost
  • These fields would be Optional to complete for each Account
Date Fields
  • Operators can create up to Five (5) Date Fields to add
  • These can be used for tracking any Dates which may be relevant
  • These fields would be Optional to complete for each Account
Text Fields
  • Operators can create up to Twenty (20) Text Fields to add
  • These can be used for tracking many types of information which may be relevant
    • This is a two-part field including the Name of the field and any Values 
    • Double-click in the Values box to add Multiple Entries
  • These fields would be Optional to complete for each  Promotion

 

  • After the fields are added, the information can be Viewed and Edited in the Custom Info tab for the individual Voucher Setup