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

4 | Voucher Setup Custom Info

Field Types

Description & Information