Basic - How to create a voucher-coupon
Voucher and coupon definition
Voucher can be generated in bulk and can be used once
Coupon can only be created one at a time (reusable code) and can be use multiple times
Pre-voucher / coupon setup
There are 2 things need to be prepared before we can generate a voucher or a coupon
- Voucher Item
- 1.1 Lauch Xilnex POS and select Master Data
1.2 Click on item to create a voucher item
1.3 Fill in the compulsory fields: Item Name and Item Code. You may leave everything else as default.
1.4 Click Save and you're done.
- Redemption Group
2.1 Select Marketing and click on Redemption
2.2 Fill in the fields for Redemption Name, Redemption Code and Redemption Group. You may use the same value for Redemption Code and Redemption Group
2.3 Select Redemption type either On Sales or On Payment
On Sales: A voucher can be applied during the sale before payment and will be included as one of the items in the sales total. It can also be used alongside promotions.
On Payment: Voucher is used as a payment method upon making the payment.
2.4 For item code selection, choose the voucher item created in steps 2.1
2.5 Set the effective date
2.6 Suggested to set the end date to the year 2999 for effective date and control the voucher activation date through the voucher management.
2.7 You may leave the rest as default. Some of the configurations can still be changed under voucher-level setting.
Generate voucher / coupon
1. Select Marketing and click on Coupon & Voucher
2. Select Coupon or Voucher.
3. Select the Redemption Group that you have created earlier4. Set voucher quantity to be generated5. Set specific location for redemption or leave blanks for all locations.6. Set character for the voucher number to be generated7. Set the voucher starting number as per your preference8. Click on Activate to direct activate the voucher, or else leave it unticked9. Click on the Generate button and the voucher will be generated under the Generated List. At this point, the voucher is still not being created yet. Double check if the voucher is correct. You may clear the list if you wanted to change some configurations and repeat the process.10. Once everything is set, click on the Confirm button and the voucher will be created and ready to be used.
Voucher Management
Voucher Management is a function for you to Activate, Deactivate and Delete the vouchers that you have created.
Shortcut key setup for voucher redeem
To use the voucher in Xilnex POS system you can either click on Vouchers button during payment or you can set up shortcut key on keyboard to be use.
- Select Vouchers in POS
- Create shortcut key by
2.1 Open System Configuration2.2 Select Device Configuration on the left menu2.3 Under Current Outlet find Keyboard Setting2.4 Select any key preferred and choose Voucher / Coupon on the drop-down list to indicate the key
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