Voucher Ledger

 

Back Office > Vouchers/Discounts > Vouchers Ledger

 

Description

 

This menu item lists the Vouchers that have been issued, as well as access to Voucher Mapping.

 

To Be Considered

 

  1. Note : Once data has been erased it cannot be restored without doing a restore, so always ensure that backups have been made before invoking this feature.
  2. Vouchers can be deleted here.

 

Voucher Ledger

 

 

This screen is accessed from here.

 

Search Filters

 

  • The filters at the top of the screen can be used to limit the number of rows displayed in the grid. The filters are as follows:
    • Top # - Select the checkbox and enter if necessary the maximum number of Vouchers to be displayed. Note : While this option is selected, Bulk Edits are not possible.
    • Issued - Select to filter the Vouchers displayed by the Voucher Date Issued. The filter types applicable are:  Periods and From/To dates.
    • Last Used - Select to filter the Vouchers displayed by the Voucher Date Last Used. The filter types applicable are:  Periods and From/To dates.
    • Valid On - Select to filter the Vouchers displayed based on the Voucher Valid From/To dates. The date can be entered manually or via the use of the Popup Calendar. Vouchers will only be displayed if the Valid On date entered/selected falls within the Voucher's Valid From/To date range.
    • Voucher - Select from the drop down list a Voucher.
    • Voucher/Change date - Select from the drop down list a Voucher/Change date combination to then be able to view the Vouchers issued for the selected combination. Each time Voucher Parameters are changed and Vouchers are issued after the change has been saved, then a new entry will appear in this drop down list for the Voucher/Change Date combination. Note : It is recommended to ensure the Issue Date has <<ALL>> selected. Each time a Voucher is saved a new Distinct entry is created. This will allow you to filter on Vouchers issued at different stages if Voucher parameters are modified.
    • Member - Enter/Select to open the Search Screen to select a Customer/Member.
    • Locations - Select to open the Locations screen to select one or more Locations.
    • Terminals - Select to open the Locations screen to select one or more Terminals.
    • Clerks - Select to open the Locations screen to select one or more Clerks/Staff Members.
    • Members - Select to open the Locations screen to select one or more Customers/Members.
    • Barcode - Enter/Select to open the Search Screen to select a Barcode.
    • Mapping String - Enter/Select to open the Search Screen to select a Mapping String.

 

 

Grid

 

The grid displays the: Barcode, Voucher Name, Issued On, Issued At, Issued By, Issued To, Valid From/To, Days Valid, Type, Max Uses, Start/End Time, Locations, Uses Per Day, Total Used, Last Used. Min Value, Min Qty, Single Action, Exclusive, Stored Value, PIN Required, Discount Remaining and Min Discount Remaining.  Note : To edit an entry in the grid, double click a row. Rows displayed in the grid can be sorted by toggle selecting the column headings.  Also "Ctrl + Double Click" will copy the selected Barcode to the Clipboard.

 

Noteworthy

 

  • Valid From/To - Displays the date range within which the Voucher can be redeemed
  • Total Uses - Displays the number of times the Voucher can be redeemed.
  • Used Count - Displays the number of times the Voucher has been redeemed.
  • Discount Remaining - Displays the Member's Discount Voucher value that is still outstanding and which is still redeemable.
  • Min Discount Remaining - The value displayed here is set HERE.
  • Discount Tracking - Displays whether the Enable Discount Tracking option has been selected or not.

 

Footer

 

  • Edit Bulk - Select to edit a multiple numbers of Vouchers that have similar parameters. Use the Distinct Voucher/Change date search filter above to select multiple Vouchers. Once selected a version of the Ledger Edit screen below will be displayed. Note : Bulk Edits are NOT possible while the Top # filter is selected. Also, some fields won't be displayed as they are not applicable to a bulk edit.
  • Edit Selected - Select to open the Ledger Edit screen below to edit the selected Voucher.
  • Export - Select to export the Voucher information displayed in the grid to an Excel file in the form of a Pivot table.
  • Expire Voucher value - Select to clear the Stored Value (reset it to zero) for all expired Stored Value Vouchers.
  • Reports - Select from the drop down list one of the following reports:
  • Voucher Mapping - Select to open the Voucher Mapping screen.
  • Close - Select to exit.

 

Ledger Edit Screen

 

 

This screen is accessed from here and is where the trigger parameters of a Vouchers Ledger can be edited. Once a Voucher has expired, a Voucher Ledger cannot be edited again.

 

Import Mapping and Stored Values - For more information ...

 

Related Topics

 

  1. Vouchers/Discounts

 

Published 28 Mar 2024