How To: Generate Gift Vouchers

Once the Gift Voucher category is created, the gift vouchers leaves have to be generated. This article describes how to generate Gift Vouchers.

Pre-requisites

1. The user must have the right to modify Gift Vouchers.
   
   
2. The Gift Voucher must be present in the Gift Voucher master.

Step-by-step guide

The steps are as follows:

1. Go to GINESYS Web > Retail Management > Gift Vouchers > Voucher Management. The Gift Voucher module opens.
   
   
2. Click on Actions menu button > Vouchers (Ctrl + Alt + V) option.
   
   
3. In the Gift Voucher window, click on the Generate button.
   
   
4. The Gift Voucher Generation window opens up. Fill in the following details by selecting the options as required:
   
   
   • Booklet Information- You may have want to create booklets with GVs of various denominations. For example: For Diwali, you want to create GVs of Rs 500 and Rs 1000. In this case you have to create separate booklets for each denomination.
     
     In this section, you can select the booklet from the list of booklets created during GV category creation.
     
     If you do not want to generate vouchers for that particular booklet, select the Do not include generated vouchers in any booklet option.
     
     If you want to create vouchers for a particular booklet, then select the Include generated vouchers in this booklet option. Select the booklet from the Booklet No. drop down list.
     
     
   • Validity Information- Every Gift Voucher has a certain validity, beyond which it is rendered invalid and unacceptable in the system. In this section, you can define the validity of the GVs of that particular booklet.
     
     If you do not want to use validity information for the vouchers, select the Do not use validity information option.
     
     If you want to put validity information on the vouchers, then select the Generated vouchers will be valid for option. Select the number of days you want the vouchers to be valid for in the field provided.
     
     

   • Expiry Information- Along with the validity information, a voucher might also have an expiry date. Using this section, you can define the expiry date of the GVs of that particular booklet.
     
     If you do not want to use expiry information for the vouchers, select the Do not expiry information option.
     
     If you want to put expiry information on the vouchers, then select the Generated vouchers expires on option. Select the date you want the vouchers to be valid till from the date picker.

     Note: If "Expiry Date" is given and it falls earlier than validity date, then the voucher will still expire on Expiry Date and not be valid for the entire validity period.

   • Voucher Generation- Using this section, you can decide the number of GVs that would be present in the booklet and the denomination of the GVs.
     
     Enter the number of GV leaves you want in the Leaves to Generate field and the denomination in the Denomination of each voucher field.

     Note: Only the Voucher generation section is mandatory to generate Gift Vouchers.

5. Then click on the Generate button.
   
   
6. Go back to the Gift Voucher module and refresh the page. The changes are reflected in the No. of GV column in GV Statistics tab.
   
   

To go back to the main page click on the link: How To: Manage Gift Vouchers in Ginesys Retail