3.0 Vouchers Management

Voucher: Create New voucher > Compulsory information>Edit (Details > Rules-Doc HDR > Rules-Multi line > Rules-Single line> Treatment>Image>Ticket Management)

3.1 Create voucher

Please click the ‘+’ button to Create a new voucher.

3.2 Fill Up Details

Please fill up the compulsory (*) information for creating the Voucher. After filled up all Compulsory (*) information, Please click ‘Save’ to add a new voucher. Compulsory information:

Voucher code - the code cannot be modified after creation.
Voucher Name
Voucher Type - Settlement or Discount
Quantity Type - Fixed quantity or dynamic quantity

3.3 Edit Voucher

After adding the voucher, it will be listed on the main page. Please click on the voucher to edit it.

3.3.1 Details Tab

Please edit the main details of the voucher from the ‘Details’ tab.

The following information can be edited.
- Voucher Name
- Item code - Configured in Doc item maintenance applet
- Face Value Amount
- Quantity Limit
- Status
- Description

Please click ‘save’ after you change the details of the price set.
Please click ‘delete’ to remove the price set from the list.

3.3.2 Rules-Doc Hdr’ tab.

Please Add or edit the rules for Document HDR level of voucher from the ‘Rules-Doc Hdr’ tab.

Please select the ‘Rules logic’ and ‘Negation logic’ from the list and click the ‘+’ button to add rules for the voucher.

Please select the relevant rule type from the list.

If you select the ‘Event Date range’, Please fill up the Compulsory (*) information (Rule name) and set the Event Validity start date and End date. Please click ‘create’ to add the rule for the Voucher.

If you select the ‘Redemption Date range’, Please fill up the Compulsory (*) information (Rule name) and set the period for the redemption. Please click ‘create’ to add the rule for the Voucher.

If you select the ’Entity type’, Please fill up the Compulsory (*) information and select the ‘Entity’. Please click ‘create’ to add the rule for the voucher.

If you select Member class, Member label, Company and Branch, Please fill up the Compulsory (*) information and Click the ‘Create’ and ‘+’ button to add Member Class, Label, Company and Branch.

After you added the rules in the voucher, you can click the rule from the list to remove it.

3.3.3 Rules-Multi Line’ Tab

Please Add or edit the rules for Multi line items of voucher from the ‘Rules-Multi Line’ tab.

Please select the ‘Rules logic’ and ‘Negation logic’ from the list and click the ‘+’ button to add rules for the voucher.

Please select the relevant rule type from the list.

Please fill up the Compulsory (*) information and Click the ‘Create and ‘+’ button to add Item, Item Category, Item Code Regex, Item Name Regex, Category Code Regex, and Category Name Regex.

Please follow (Rules-Multi Line) for the ‘Rules-Single Line’ tab.

3.3.4 Treatment Tab

Please click the ‘Treatment’ tab to edit the treatment of the voucher.

Please tick the relevant Treatment and select the Price source, Operator and the value.

3.3.5 Image Tab

Please click the ‘Image’ tab to add and edit the image of the voucher.

Please click the ‘+’ button to add an image for the voucher. Following fields should be filled up.
Please upload the image.
Select Image Category - Voucher Image or promotion image
Start date
End date

After you added the images in the voucher, you can click the image from the list to edit or remove it

3.3.6 Ticket Management’ tab

Please click the ‘Ticket Management’ tab to add and edit the ticket of the voucher.

Please click the ‘+’ button to add a ticket for the voucher. There are two tabs which generate tickets and import tickets. Please use one of the tabs to add tickets to the voucher.
Generate ticket - Please fill up the ticket quantity and click the ‘generate’ button to generate tickets.

Import Ticket - Please upload a file here.

After you added the tickets in the voucher, you can click the ticket from the list to cancel it or activate it. Also you can check the details of the ticket - Voucher Code, Voucher Name, Serial No, Customer Name, Status, created date and modified date,