This article describes how to allocate Gift Vouchers.
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The steps are as follows:
- Click on Actions > Allocate Vouchers (Ctrl + Alt + L). It opens the Allocate Gift Vouchers window.
Select how you want to allocate the vouchers - Allocate vouchers by selecting booklets, Allocate vouchers individually, or Allocate vouchers manually.
Expand title If you select Allocate vouchers by selecting booklets, then: - Click on
Show Booklets
button. - Select the booklet or booklets you want to allocate.
- Select the site you want to allocate the booklet/ booklets to in the Allocate to Site drop-down list.
- Click on
Save Voucher
button.
Expand title If you select Allocate vouchers individually, then: - Enter the required quantity of vouchers in the Show Vouchers by Range. This will narrow down your search based upon your search criteria.
- Click on Show Vouchers button.
Select the required GVs from the list to add them to the Select booklets / vouchers section.
Info title Important Note: If you opt to fill in the Show vouchers by range, only the vouchers within the range will get populated in the Select booklets/ vouchers section, making the process faster.
- Select the required GVs to allocate in the Select booklets/ vouchers section.
- Select the site you want to allocate the voucher/vouchers to in the Allocate to site drop-down list.
- Click on
Save Voucher
button.
Expand title If you select Allocate vouchers manually, then: - Click on Populate Vouchers button to select gift vouchers manually. Gift Voucher Lookup window opens.
- Select the required GVs from the list to add them to the Select booklets/ vouchers section. Click OK.
- Now select the required GVs to allocate in the Select booklets/ vouchers section.
- Select the site you want to allocate the voucher/vouchers to in the Allocate to site drop-down list.
- Click on Save Voucher button.
- Click on
- Now sync at HO and POS.
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