Voucher Rewards
A voucher is a discrete instrument: a code or a serial the member presents, with its own value or treatment, dates and rules. Unlike a price-book rule it is not automatic, and unlike points it does not draw on a balance. GadgetSphere uses vouchers for the things a price book cannot express — a RM 50 apology after a delayed repair, a birthday gift, a launch-weekend code for online members. This page is for whoever decides when a member or a campaign gets a voucher, and sets it up.
Where to do this
- Define the voucher — type, value or treatment, rules, tickets — in Voucher Management.
- Sell it as stock, if it is a physical or serial-numbered voucher: an item of type Voucher in Doc Item Maintenance records voucher stock in and out.
- Redeem it at the counter: POS General offers
VOUCHERandCOUPONsettlement methods (per branch, in Settlement Method Settings) and accepts a coupon or voucher as a scanned line;POS_VOUCHER_INVENTORYtreats scanned vouchers as inventory. A voucher rejected at the counter has no Doc Hdr rule that passes, or, for a free gift the till adds by itself, has reached its Daily Limit. Do not rely on the per-customer limit to cap redemptions at the counter: if a campaign is one per customer, have a supervisor read the day’s voucher redemptions by customer (Voucher Management: troubleshooting). - Give it on a birthday:
MEMBER_BIRTHDAY_GIFT_PROCESSOR(in the Scheduler applet’s processor picker) with a gift type of voucher assigns the vouchers the schedule lists to members of the classes it names, on their birthday or in their birth month. It is scheduled, not configured on a Membership Admin screen (Birthday Gift). - Report on it: the Sales Report applet’s Voucher Redemption report lists redeemed serials by date, code, amount, status and document.
Decide before you issue
- Settlement (a fixed face value that pays part of the bill) or discount (a treatment that reduces lines) — the type decides which rules and fields apply; see Voucher Management → Fields.
- Whether serials are needed. A code that anyone may enter is a campaign; a serial that one member holds is a gift, and needs tickets generated and assigned.
- Which branches and which website. The rules and website links a voucher can carry are on Voucher Management; decide them before the first ticket is generated.
What vouchers do not do
A voucher redemption does not touch the membership point tables. What the backend records for a voucher and its tickets is on Voucher Management → Lifecycle and effects; the points pages of this module do not apply to it.
Read next
- Voucher Management — the screens, the ticket statuses and what writes each.
- Program Design → Cap a voucher promotion by the tickets you make — the decision to make before the first ticket.
- Seasonal Campaigns and Promotions — vouchers in a worked campaign.