Basic | Creating a Voucher/Coupon

Voucher: Used once only.

Coupon: Generated code reusable. 

There are 3 steps to create a voucher or a coupon. Let us begin with creating a new voucher item.

Create a Voucher Item -> Create a Redemption Group -> Generate a Voucher/Coupon

Create a Voucher Item

1. Master Data -> Create Item -> Change the Stock Type to [Voucher]
   • Fill in the compulsory fields: Item Name and Item Code
   • You may leave everything else as default.
2. Click Save and you're done.

Create a Voucher Item -> Create a Redemption Group -> Generate a Voucher/Coupon

Create a Redemption Group

1. Marketing -> Redemption
2. Fill in the fields for Redemption Code, Redemption Group and Redemption Name.
   • Tips: You may use the same value for Redemption Code and Redemption Group.
3. Redemption Type
   • On Payment: Voucher is used as a payment method upon making the payment.
   • On Sales: Voucher is used during the sales before payment and is added into the sales as one of the sales item. Can function with promotion.
4. Item Code
   • Select the voucher item that you create earlier
5. Effective Date
   • Effective date for the Redemption Group.
   • Tips: We suggest to set the end date to year 2999 and control the voucher activation date through the voucher management.
6. You may leave the rest as default. Some of the configurations can still be changed under voucher-level setting.

Create a Voucher Item -> Create a Redemption Group -> Generate a Voucher/Coupon

Generate a Voucher/Coupon

1. Marketing -> Coupon & Voucher
2. Select Coupon or Voucher.
3. Select the Redemption Group that you have created earlier. 
4. Quantity: Voucher quantity to be generated.
5. Location: Restricted location for redemption. Leave blank for all locations.
6. Minimum Length: Character length for the voucher.
7. Starting number: Voucher starting number.
8. Activate: If the voucher is not effective immediately, leave it unticked.
9. Hit [Generate] and the voucher will be generated under the [Generated list]. At this point, the voucher is still not being created yet. Double check if the voucher is correct. You may clear the list if you wanted to change some configurations and repeat the process.
10. Once everything is set, click the [Confirm] button. Voucher will be created for use.

Voucher Management

Voucher Management is a function for you to [Activate], [Deactivate] and [Delete] the vouchers that you have created.