Register : Assign Customers to Credit Vouchers

 

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.