How To Guide - Vouchers Menu
A detailed guide on how to use the Premier EPOS voucher menu
Last updated
A detailed guide on how to use the Premier EPOS voucher menu
Last updated
The Vouchers menu can be found under Customers > Vouchers.
After clicking Vouchers, this window will open:
This section will be an in-depth breakdown of each feature of the voucher menu.
This button will start the process of creating a new voucher. Once you click the New Voucher button, you will see another window. This window will be asking you how many vouchers you would like to create. Please see below screenshot.
After entering the number of vouchers you wish to create, press Accept. For our example, we will be creating a single voucher. After pressing Accept, you will see another window. Please see below screenshot.
After entering the number of months you would like the voucher to be valid for, press Accept. For our example we will be creating a voucher that lasts 12 months. After pressing accept, you see another window. Please see below screenshot.
After entering the monetary value of the voucher, press Accept. For our example we will be creating a voucher worth £10.00. After pressing Accept, you see another window. Please see below screenshot.
This window will allow you to limit the reusability of the voucher. If you press Yes, the customer can use a partial value of the voucher over multiple transactions. If you press No, the customer can only use the voucher once, regardless of the amount spent. For our example we will be pressing Yes. Regardless of which option you choose, a final window will appear. Please see below screenshot.
This window will allow you to enter a custom note or message which will be displayed on the voucher. For our example we will leave this box empty, as this is optional and can be left blank. Once you press Accept, it will complete the voucher creation process. The voucher will then be added to the voucher menu. From this menu the voucher can be printed and given to the customer. For the process of selling a voucher, please see this guide:
How To Guide - Selling VouchersUsing this function can delete one or more vouchers from the voucher menu section. Please be aware that deleting vouchers CAN NOT be undone by the user. A warning will be displayed when attempting to delete vouchers. Please see below screenshot. If you wish to recover a deleted voucher, you will need to contact Premier EPOS support.
This part of the voucher window will allow you to search for existing vouchers based on either the Voucher Code, Value or Customer ID. You can also use the Show All function to see all vouchers in your database.
This function will allow you to amend the voucher you have highlighted in the main voucher window. After highlighting the voucher, it's details are displayed in the lower half of the window. Please see below screenshot.
This field holds the Voucher's unique code. This code is normally generated by the Premier EPOS software during the creation of the voucher. However if you have pre-printed vouchers or wish to enter a custom code, this field will display that code instead. If you wish to use a custom code, we strongly recommend using a mix of letters and numbers.
This field holds the voucher's creation date. This will be automatically filled in when created by the software.
This field holds the voucher's last usage date. This will default to 01/01/1900 until the voucher is first used.
This field holds the voucher's creation source. It will inform you where the voucher was created in the software.
This field holds the voucher's expiry date.
This field holds the ID of the customer who may have originally purchased the voucher. This does not stop other customers from using the voucher, if the voucher was intended as a gift.
This field holds the custom text that will be printed on the voucher.
This tick box shows you if the voucher can be used more than once if the whole value is not spent during the first transaction.
This tick box shows you if the voucher is active or not. By default the Voucher Menu will only show you active vouchers. You must click Show All to see all vouchers.
This field holds the remaining value on the voucher. This field will update as the voucher is used by the customer.
Vouchers can be printed either directly from the voucher menu or can be exported and printed from the Shelf Edge Label (SEL) designer. The options available in the voucher menu are the following, Print Gift Voucher, Print Store Credit Note (Receipt), Print Barcode(s) Only and Print Voucher(s) A4. Please see below screenshot.
This option will print out a receipt size voucher with a similar design to a standard transaction receipt.
Similar to the above option, but designed for credit notes.
This option will print just a scannable barcode.
This option will print out a pre-designed voucher intended to be printed on A4 paper.
This option will allow you to produce a list of one or more voucher codes that can be exported to the Shelf Edge Label Editor (SEL). From the SEL you can print out vouchers using your own design.
If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or supportstaff@premierepos.co.uk.
