Gift Voucher
Gift Voucher
Purpose : Gift Vouchers are common form of coupons that are generated in bulk and distributed across customers for promotion of the store.
The vouchers can be used as an alternative tender and redeem the amount at the time of billing before an expiry date.
Note : This feature comes as a custom license. If you wish to use this feature, please reach out to 'retaileasycloud-support@gofrugal.com'.
Item Master :
1. Create new Item with Product Type as Gift Voucher.
2. Ensure the GST tax % is given as 0(Zero).
Gift Voucher Creation :
1. From the Dashboard, Go to Inventory → Gift Voucher creation.
2. It will list all items with product type as gift voucher.
3. Click on "Map".
4. Choose the location from dropdown.
5. The details of gift voucher item are auto loaded from master.
6. Click on quantity and it will open a new modal to generate serial no
7. Serial numbers can be generated in the following ways :
Manually generating serial - In the Serial No box enter the number and click Add. The serial number will show in the preview box below. A
Auto generate serial - Click on Auto Generate on Sl No and in the right the boxes will change to Start From & Item count field will get enabled.
* Mention the start from serial and item count and click Generate to create the serial numbers.
* Ex., Give "100" in serial number and enter "10" in the Item count field. Once the generate button is clicked, serial numbers will load in format of 100, 101, 102, 103, 104, 105, 106, 107, 108, 109.
If any prefix is required then we can enable the Have Prefix field and Prefix field will become editable. In the above example, if you add a prefix as "AB" then the serials will get generated like AB100, AB101, AB102....AB109.
8. Click Save.
9. You can set expiry date for voucher by clicking on Validation upto field and choosing the expiry date.
10. Click Save to create inward for the Gift Voucher Item.
Gift Voucher Issue :
1. From the Dashboard, Go to Sales → Sales Bill.
2. Choose the customer and in item lov choose the gift voucher item.
3. Enter the qty and it will load serial number LOV similar to serialized item.
4. Choose the serial number from the list(created in gift voucher creation screen).
5. Click F6 to save, choose tender, enter amount and click Save.
Gift Voucher Status :
1. From the Dashboard, Go to Inventory → Gift Voucher Status.
2. Choose the location from dropdown and list of all gift voucher items.
3. Click on Edit and a new page will open showing all the created serial numbers with cost price.
4. If voucher serial is issued to customer then we can change status only to Block it. If voucher serial is not issued to customer then we can change status to Cancel only.
5. If the voucher serial is either changed to cancelled or blocked.
6. Click 'Save'.
Gift Voucher Redeem :
1. From the Dashboard, Go to Sales → Sales Bill.
2. Choose any item and proceed to tender screen.
3. Here a new tender option called "Gift Voucher Amount" will be displayed.
4. Click on it and a new modal popup will show in which choose the gift voucher from the dropdown.
5. Enter the voucher serial number and click on Add button to calculate for tender amount.
6. Once done click on Redeem.
7. The cumulative voucher amount will load against "Gift Voucher Amount"
8. If the amount exceeds the bill amount then voucher cannot be used again and have to be used entirely for the bill. If voucher amount is less than bill amount, then voucher amount will be taken and for balance amount you have to give in another tender so it will work as split payment.
Reports :
1. In all major transactions reports we have added a new column "Gift voucher amount" to show the total voucher amount used in a single bill.
2. A new report 'Gift Voucher Report' has been added to view the status of the each serial numbers like cancelled, blocked, active, issues, redeemed or expired.
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