1. BACK-OFFICE CONFIGURATION 2. VOUCHER MANAGEMENT 3. SELLING A VOUCHER 4. USING A VOUCHER
Vouchers are a product used to set a quantity of vouchers and spend one with each use.
1. BACK-OFFICE CONFIGURATION
To activate the operation of vouchers, you need to perform a simple step in the back-office:
1. Access the back-office of Revo RETAIL.
2. Click on Promotions / VOUCHERS.
3. Finally, click on Enable.
This action creates the necessary configurations to work with vouchers correctly. That includes:
- A new payment method called Voucher to be able to cash in with vouchers.
IMPORTANT: Do not delete the payment method. This would result in the process not working correctly.
CREATE A VOUCHER PRODUCT
1. Access the back-office of Revo RETAIL.
2. Click on Products / PRODUCTS.
3. Access the group and category you are interested in, click on +New, and select Voucher.
4. Fill in the following information, more information about products here:
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Active:
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Name: Enter an identifying name.
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Number of vouchers: Enter the number of vouchers.
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Barcode: If you want to add a barcode, you can generate it automatically using the button or manually.
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Price: Add the price of the voucher.
5. Click Save to confirm the changes.
2. VOUCHER MANAGEMENT
From the Promotions / VOUCHERS section, you can manage your vouchers.
Here is a list of all the vouchers created with the following information:
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Enabled: Indicates whether the voucher is enabled or not.
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UUID: Identifying name of the card.
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Total: Total amount of the voucher.
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Product: Voucher name.
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Remaining: Remaining balance on the voucher.
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Expires on: Expiration date of the voucher.
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Created on: Date of creation of the voucher.
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Last used: Date of the last time the voucher was used.
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Customer: Customer's name, if associated with the voucher.
You can edit any field of the already created voucher or delete it. You can also create new ones by clicking on +New and filling in the fields described above.
3. SELLING A VOUCHER
1. Click on the Voucher product you created earlier.
2. In the window that appears, enter a UUID, it can be any text or number, manually. You also have the option to Generate, where a UUID code will be created automatically.
3. Click on .
4. Cash in the order in cash or by card, depending on how the customer gives you the money.
5. The voucher will be created automatically, and a ticket with its corresponding barcode will be printed on the cash register printer.
Note: Deliver the voucher ticket and the corresponding invoice to the customer as proof.
4. USING A VOUCHER
1. Add to the order the product linked to the voucher.
2. Click on the coins to cash in and select Other payment methods.
3. In the window that appears, enter the UUID manually or scan the code. Click on .
4. In the voucher, select the product and click on .
5. The voucher value will be deducted, and the product will be set to 0.