How To: Allocate Gift Vouchers

This article describes how to allocate Gift Vouchers.

Pre-requisites

1. The user must have rights to modify Gift Vouchers.
   
   
2. The Gift Voucher to be allocated must be generated before allocating.
   
   
3. The Gift Vouchers must exist 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 button > Allocate Vouchers (Ctrl + Alt + L) option. It opens the Allocate Gift Vouchers window.
   
   

3. Select how you want to allocate the vouchers - Allocate vouchers by selecting booklets, Allocate vouchers individually, or Allocate vouchers manually.
   

    If you select Allocate vouchers by selecting booklets, then:

   1. Click on Show Booklets button.
   2. Select the booklet or booklets you want to allocate.
   3. Select the site you want to allocate the booklet/ booklets to in the Allocate to Site drop-down list.
   4. Click on Save Voucher button.

   
   

    If you select Allocate vouchers individually, then:

   1. Enter the required quantity of vouchers in the Show Vouchers by Range. This will narrow down your search based upon your search criteria.
   2. Click on Show Vouchers button.

   3. Select the required GVs from the list to add them to the Select booklets / vouchers section.

      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.

   4. Select the required GVs to allocate in the Select booklets/ vouchers section.
   5. Select the site you want to allocate the voucher/vouchers to in the Allocate to site drop-down list.
   6. Click on Save Voucher button.

   
   

    If you select Allocate vouchers manually, then:

   1. Click on Populate Vouchers button to select gift vouchers manually. Gift Voucher Lookup window opens.
   2. Select the required GVs from the list to add them to the Select booklets/ vouchers section. Click OK.
   3. Now select the required GVs to allocate in the Select booklets/ vouchers section.
   4. Select the site you want to allocate the voucher/vouchers to in the Allocate to site drop-down list.
   5. Click on Save Voucher button.
4. Now sync at HO and POS.
   
   

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