Register - Associate Customers With Credit Vouchers

Register - Associate Customers With Credit Vouchers

Article Contents:

This article contains step-by-step instructions on how to associate customers with vouchers.

Step-By-Step:

Step 1: Select the REGISTERS module from the module navigation menu and click on the "TOOLS" tab.



Step 2:   Click on the "Gift Vouchers" button. The system will prompt you with a pop-up called "Generate Credit Voucher". There are two option's to associate a customer with a voucher. The first option is to click on "+" to add a new customer and the second option is to click on the "Search" symbol to add an already listed customer.


Step 3:  For a new customer click on the "+" symbol. The system will show you a pop-up called "Add Customer" to fill in customer details. Fill in all customer details, and then click on "Save" to save or click on "Cancel" to cancel. 



Step 4:  Within the "Generate Credit Voucher" window, fill in the "Voucher Amount" and "Expiration Dates" and click on the "Add" button.



Step 5:  For the second option click on the "Search" symbol. The system will show you a pop-up window called "Select Customer." Select the customer to add a voucher and click "Done".



Step 6:  From the "GENERATE CREDIT VOUCHER" window, fill in the "Voucher Amount" and "Expiration Dates" and click on the "ADD" button.



Step 7:  The REGISTER will now show the newly created voucher.



Step 8: To edit voucher details, click on the "Pencil" symbol and edit voucher then click on the "Add" button.








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