3 | Attaching Vouchers to Accounts & Viewing Vouchers Issued

Learn how to covers the process of linking Vouchers to Account(s) and viewing the list of Vouchers after they have been issued. Organizations that use both Accounts and Vouchers as part of their Marketing & Promotions program can assign Vouchers to specific Accounts. These Vouchers are limited in numbers and do not necessarily need to be printed as a physical Voucher. The Voucher remains attached to the Account and is accessible through SmartPOS Workstations for redemption.

This article covers the process of linking Vouchers to Account(s) and viewing the list of Vouchers after they have been issued.

Organizations that use both Accounts and Vouchers as part of their Marketing & Promotions program can assign Vouchers to specific Accounts.

These Vouchers are limited in numbers and do not necessarily need to be printed as a physical Voucher.

The Voucher remains attached to the Account and is accessible through SmartPOS Workstations for redemption.

The same Voucher can also be created and issued for multiple Accounts at one time so that the Operator does not have to repeat the same task for multiple Account holders.

Prerequisites

• To access Voucher Setup features, the applicable Operator Privileges   will need to be enabled 
• Marketing & Promotions  Tab 
• Promotions Section Flags 
• Maintenance Tab 
• Accounts & Membership Section Flags 

Issuing Vouchers to Accounts

• The Vouchers to Accounts component allows issuing a Voucher  for specific Accounts
• This function is used in instances where an Account might be given a special Voucher as a prize for their Memberships or any other reason for Marketing purposes
  
• E.g., a 50% Discount on any Pizza for all Platinum Members

Step-By-Step Guide

• To link a Voucher to a specific Account or a group of Accounts:
• Login to BackOffice
• Go to Marketing & Promotions >  Vouchers to Accounts
• It will open up a dialog box prompting to select Accounts either Manually or from Account Profile or From a Report

Manual Selection

• The "Manual Selection" button allows for manually choosing an Account from the Account List
• Clicking the Manual Selection button will Open up the "Select Account.." Window from where a single Account or multiple Accounts can be chosen
• To choose multiple Accounts, hold Ctrl Key and Click on the Accounts

• After the Account(s) has been chosen, the Voucher Setup page will open from where a Voucher can be selected which will be issued to the Account(s)

• Once the Voucher has been chosen, the system asks for confirmation

• If pressed 'Yes', the Voucher will get issued for all the Accounts selected and the system will ask if the operator would like to view the list of Vouchers issued

• If pressed 'Yes', a Vouchers Given Report will open; by default, this will show the Current Shift as the display period

Account Profile

• Clicking the Account Profile button will Open up the "Account Profile" window from where a specific  Account Profile can be chosen
• The Account Profile consists of all the Accounts with similar features
  

• After the Account Profile has been selected, the Voucher Setup page will open from where a Voucher can be selected which will be issued to the Account(s)
• Once completed, the Vouchers will be issued and a prompt will appear enquiring if the Operator would like to see all Vouchers issued, similar to the above process when issuing manually

From a Report

• The "From Report" button allows operators to choose Accounts from the report displayed in the Account Maintenance or from Saved Reports

• For the first option, run an Account Summary Report or use the Account List Maintenance screen to filter and view the selected Accounts to award a Voucher to

• With the report showing, click on Vouchers to Accounts in the Marketing and Promotions menu which will automatically select all the Accounts that are displayed 
• If there is no report displayed in the Account List window, the system will prompt the Operator to choose a report from the Saved Reports
  

• After the Account has been chosen, the Voucher Setup page will open from where a Voucher can be selected which will be issued to the Account(s)
• Once completed, the Vouchers will be issued and a prompt will appear enquiring if the Operator would like to see all Vouchers issued, similar to the above process when issuing manually

Voucher to Accounts Shortcut

• Issuing Vouchers to Accounts can also be done directly from the Voucher Setup by clicking on the "Issue Voucher" button at the bottom of the Voucher Setup window

• This will prompt the Operator to link Voucher(s) to Account(s) by opening the "Select Account..." window
• After an Account or Accounts have been selected, the system will ask the Voucher Quantity that are to be issued

• Once the number of Vouchers to be printed is given, it will confirm the Voucher issue once again so click 'Yes'  to continue and click 'No' to cancel

Viewing Vouchers Issued

• The Vouchers issued can also be viewed from the Voucher Setup by clicking on the 'View Vouchers' button at the bottom of the Voucher Setup window

• Clicking on the button will open a Vouchers Given Report which will list all the Vouchers for a specific time period; be default this will show for the Current Shift
  

Voucher Transaction

• Voucher Transactions function is located at the Tool Bar of Vouchers Given window

• This function displays a list report of all the Transactions relating to the selected voucher
• The Transaction that will be displayed are the ones for which the voucher has been Redeemed; this can be done by setting up a Vouchers Redeem function in the Accounts Panel of Till Function Map

• With the full Transaction Journal, double-clicking on any Transaction will display a receipt format where operators can analyze the KeyLogs for that particular transaction