Vouchers

1 | Introduction to Voucher Setup

This article covers an Introduction to Vouchers and how they are configured on BackOffice.

This article covers an Introduction to Vouchers and how they are configured on BackOffice.

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

Bepoz Vouchers Explained
  • Bepoz has a fully-featured Voucher, Credit Note and Gift Certificate system
    • Vouchers are tracked individually and each Voucher also has an expiration date that is set when issued and will not be accepted after this date (midnight)
    • The expiration can be based on a predefined date or a set number of days, week, months or years from issue date
  • Vouchers are also tracked by Account
    • This means that an Account or Member does not need to retain and present the Voucher Ticket to redeem their Voucher
    • SmartPOS provides a listing of the current open Vouchers for an Account, and then easy redemption for any selected Voucher
  • Vouchers can be sold at SmartPOS Workstations or issued via a Prize Promotion, or for the case of Credit Notes, issued when a refund is made
    • The vouchers can then be printed automatically along with a barcode for easy redemption
  • Vouchers can also be created within BackOffice; this is useful for advertised coupons, etc.
  • Vouchers can be limited to only allowing redemption in a defined Store, Store Group or Venue (and Store Group)
  • When a Voucher is issued or created, it can be set to allow a limited number of redemptions or an unlimited number of redemptions
  • Gift Certificates are a type of Voucher within the System, but with some special features
  • For “coupons” that are in newspaper advertisements etc. you should turn on the “Unlimited Use” flag which will allow the one “Voucher” to be redeemed many times
  • For Product Promotion and Auto Product Vouchers, you can set a Quantity to give that is more than one
    • This will allow this one Voucher to be used that many times
  • Vouchers can also be “redeemed” or activated via a function key on SmartPOS Workstations
    • This may be an “unlimited” voucher that allows for creating “Discount Keys” that can perform complex discounting and provide reporting on it

Voucher Maintenance

  • To access Voucher Setup:
    • After logging  into Backoffice, go to Marketing & Promotions > Voucher Setup and the Voucher Setup window will open which will display a list of existing Voucher Setups which can be maintained
  • To add a new Voucher Setup, click the "Add Voucher Setup" button in the menu bar to open a New Voucher Setup maintenance window


Voucher Setup Configurations
 

Fields/Flags

Description

Voucher Name
  • Enter a Name that will display as the name of Voucher Setup throughout the System
Inactive
  • Enable this flag if the Voucher Setup will no longer be in use 
Stop All Redeems
  • This flag, if enabled, will stop customers from getting awards using the Voucher
Voucher Type
  • Select the type of Voucher that is being printed
Claim Venue and Stores
  • This selects specific Venues and Stores where the Vouchers can be redeemed
  • Customers won't be able to redeem the Voucher from any other Store or Venue
On Permanently
  • If this flag is active, it means the Voucher Promotion will run 24/7/365
  • This will eliminate the need for creating a Schedule


Schedules
  • Schedules allow Voucher times and dates to be automated in advance, meaning NO manual human interaction is required to trigger the Promotion and that an Organization can guarantee that the correct Promotions are running at the correct and appropriate times only
  • To add a new Schedule Press the Add button to the right of the Schedule Display box

  • A new window will appear as per below:

    • The overall Start and End Dates control when the promotion is valid from and to; if this is blank then the Promotion will run perpetually
    • Session Start and End Times control when the Promotion will be active within the given day
  • If it's required for the Promotion to run at different times on different days/dates or at more than one time per day, add multiple schedules as needed
  • A promotion can have many schedules attached to it that means there are fewer requirements for duplicating Promotions and enhances the Reporting functionality

Voucher Details
 

Fields

Description

Start type
  • Sets the date till when the Voucher will be activated
  • The Start Type could be hours, months, minutes, years or the current date
    • After selecting a Start Type, another field will appear that will give more details on when the Voucher will be active
Expiry Type
  • Sets the date after when the Voucher will get expired and cannot be used
  • The expiration date can also be set in days, hours, minutes, months or years
    • After selecting an End Type, another field will appear that will give more details on when the voucher will get expired
  • There are additional Voucher-specific details that appear dynamically depending on the Voucher Type

Options
 

Flags

Description

Do Not Print Ticket
  • Avoids printing tickets for Vouchers
Do Not print Ticket for Accounts
  • Avoids printing Voucher tickets for Account holders
Prompt For lookup when sold
  • Prompts issuer to scan or look for the scanning number for the voucher or certificate
  • This is useful when the physical Voucher already exists
Display Payment Line
  • Displays and prints the payment line that is added to the transaction when the voucher is redeemed
  • This has no effect on Gift Certificates
Limit 1 Per transaction
  • This will allow only one Voucher to be redeemed per transaction
 Use Magnetic Cards
  • It will prompt the system to print and encode a magnetic card instead of a paper Voucher


CALink Trigger
  • Trigger
    • The ID or link sent from CA Gaming System to trigger the voucher
    • Different gaming systems can have a different type of trigger i.e. either text or numbers
    • The link or ID included in this section is case Insensitive
  • Quantity Required
    • This shows the number of points or any other criteria that has to be matched to trigger the voucher

Statistics
  • This section displays the basic figures related to Vouchers that can be used for Report purposes

 

Field

Description

Vouchers Issued
  • Shows the total number of Vouchers that have been issued/published 
Claimed Count
  • Shows the total number of Vouchers from which awards have been
Redemption rate
  • Shows the total rate of Voucher redemption; e.g., (Claimed Count/ Vouchers Issued) *100%
Vouchers Unclaimed
  • Shows the total number of Vouchers that are yet to be redeemed
Value Claimed
  • Shows total amount or the amount worth of items that have been claimed through the Vouchers
Value Unclaimed
  • Shows the total value that is yet to be claimed through the issued Vouchers

Create Issue Promo
  • The "Create Issue Promo" is located below the Voucher Details
  • This button will Add a Product which, when sold, will trigger the Voucher issue

  • To activate this, a product must be created or selected from the Product list which will lead the Operator to the 'Prize Promotion Maintenance' page

  • This will Open up the Prize Promotion window

  • After the necessary details are filled in, the Voucher Promo will be active and every time a required quantity of Product is sold, the Voucher will be issued