Vouchers Operation

 

Description

 

The following topics are covered in this document:

 

  1. Customer Voucher Lookup (#89) POS Key
  2. Issue a Voucher (#85) POS Key
  3. Member Marketing Vouchers
  4. New Features
  5. Scanning a Voucher at the POS
  6. Voucher Entry (#87) POS Key
  7. Voucher Information (#88) POS Key

 

Also for information relating to Vouchers in the SwiftPOS Back Office click here.

 

Customer Voucher Lookup

 

Description

 

Use to view all redeemable Vouchers currently linked to a Customer/Member at a SwiftPOS Touch terminal.

 


Pre-Requisites

 

  1. Ensure the Customer Voucher Lookup POS Key is added to the appropriate Layout using the Keyboard Designer.
  2. Ensure a Voucher Printer has been configured as a Peripheral at the SwiftPOS Touch terminal.

 


Operation

 

  1. At the SwiftPOS Touch terminal enter/swipe a Customer/Member
  2. Select the Customer Voucher Lookup POS Key.
  3. The Ledgers screen is displayed, listing all the Vouchers the Customer/Member is able to redeem.
  4. Select a Voucher to add to the sale OR select Esc to not exit the Ledgers screen without adding to the sale.

 

Issue a Voucher

 

Description

 

Used to issue a complimentary Vouchers at a SwiftPOS Touch terminal. Voucher are issued at no cost to the Customer/Member and do not have to meet the Voucher Issue triggers. Originally designed to issue customers Free Meal Vouchers to compensate for poor customer service.

 

To Be Considered

 

  1. Note : Issuing Vouchers is NOT permitted while taking Phone/Web Orders.
  2. This will by default prompt for a mapping string. If you do not want this, then please tick "don't prompt for mapping" behind the POS Key settings option.
  3. This feature overrides issue parameters configured in the Voucher.
  4. If Vouchers are to be issued, but not printed then set the paperless printing option.

 


Pre-Requisites

 

  1. Ensure the Issue Voucher POS Key is added to the appropriate Layout using the Keyboard Designer.

 


Operation

 

  1. At the SwiftPOS Touch terminal select the Issue Voucher POS Key.
  2. The search Voucher screen is displayed. Select the Voucher to be issued.
  3. A prompt to enter text to map to the issued Voucher, is displayed. This then enables the text to be entered, when the Voucher is redeemed, using the Voucher Entry POS Key instead of entering the Voucher number. Entering mapping text is optional. Enter text and/or select Done.
  4. The Voucher is issued.

 

Member Marketing Vouchers

 

  1. When Customer/Members are allocated Vouchers via the SwiftPOS Back Office Member Marketing menu item, the Always Pop Up Customer Status Window When Member Added To Sale setting must be selected to ensure these Vouchers can be activated at the SwiftPOS Touch terminal.
  2. Now, whenever a Customer/Member is added to a sale the Customer/Member's details (status) screen is displayed.
  3. Select the View Vouchers button in the Customer/Member's details screen, to open the open the Ledgers screen displaying all the Customer/Member's outstanding Vouchers.
  4. A Voucher can be selected and added to the sale.
  5. This functionality is most important if a Customer/Member has been given a Voucher, but has lost it or the Customer/Member has been assigned one in Member Marketing.

 

New Features

 

The following features are now available with Vouchers

 

  1. Vouchers in SwiftPOS Touch terminal sales now easier to manage - It is now easier to manage Vouchers in a sale directly from the SwiftPOS Touch terminal. When one or more Vouchers have been added to a sale, then simply select the V(x) at the top of the sales grid.

 

 

This will open the Vouchers screen which lists all the Vouchers in the current sale.

 

 

Select anyone of the Vouchers listed to view information relating to the selected Voucher.

From the Voucher information screen the Voucher can be printed or removed from the sale. Also, simply select Close to return to the sales grid.

 

This can be handy when dealing with large parties of customers who have multiple Vouchers.

 

  1. Touch Link Categories now also triggered by Vouchers - When a Voucher is redeemed that offers a free Product, which is assigned to a Category that has been configured to prompt the Clerk/Staff Member for instructions (for example, cooking instructions, etc.), then this will now happen.

 

Scanning a Voucher at the POS

 

Description

 

A Voucher can be scanned at the beginning of the sale but unless there has been a purchase made that redeems the Voucher then the Clerk/Staff Member will be prompted to return the Voucher to the Customer/Member to be used again.

 

Voucher Entry

 

Description

 

Used to manually enter/scan a Voucher to add to a sale at a SwiftPOS Touch terminal. Note :  This can also be achieved using Voucher Mapping.

 

Note :  For an up to date overview of the availability of features in relation to Sales/Orders placed and/or Vouchers redeemed, click here.

 


Pre-Requisites

 

  1. Ensure the Voucher Entry POS Key is added to the appropriate Layout using the Keyboard Designer.

 


Operation

 

  1. At the SwiftPOS Touch terminal select the Voucher Entry POS Key.
  2. The Enter Voucher Barcode screen is displayed.
  3. Enter the Voucher number and select Done OR scan the Barcode.
  4. The Voucher will be added to the sale.

 

Voucher Information

 

Description

 

Use the Voucher Info POS Key to view information relating to a Voucher at a SwiftPOS Touch terminal. Note :  This can also be achieved using Voucher Mapping.

 


Pre-Requisites

 

  1. Ensure the Voucher Info POS Key is added to the appropriate Layout using the Keyboard Designer.

 


Operation

 

  1. At the SwiftPOS Touch terminal select the Voucher Info POS Key.
  2. Enter the Voucher number and select Done OR scan the Barcode.
  3. Information relating to the Voucher is displayed. Below is an example thereof:

 

  • Description - Displays the Description information of the selected Voucher Parameter. This information is configured here.

 

Issue Voucher POS Key Settings

 

 

This screen is accessed from here.

 

  • Enforce Reason Code - Select to enforce the Clerk/Staff Member to select/enter a Reason for issuing a Voucher.
  • Don't Prompt For Mapping - Select to ensure prompting for Voucher Mapping is not displayed.
  • Voucher - Select from the drop down list of available Vouchers a Voucher to be assigned to this POS Key. This feature can be used to ensure that Clerks/Staff do not issue the wrong Voucher. The selected Voucher is assigned to the POS Key.

 


Related Topics

 

  1. POS - Third Party Pocket Voucher Operation
  2. POS - Voucher Printer Settings
  3. POS Configuration Index - Vouchers/Discounts Configuration
  4. POS Operation
  5. POS Operation Index - Vouchers/Discounts Features
  6. Touch Toolbar and Tools
  7. Terminal Settings