In Stockagile, you can manage both Vouchers and Gift Cards for your customers from a single screen, to optimize the internal management of accounting records related to vouchers and gift cards.
Requirements for managing vouchers and gift cards
The user must have the role of OWNER, STORE MANAGER, STORE SELLER, or PRODUCT EDITOR. You can see the different role types in the Create or Edit a User section.
Both Vouchers and Gift Cards must be created to view the information:
To create a Voucher, go to Processing a Return and Creating a Voucher. RProcessing a Return and creating a Voucher.
To create a Gift Card, go to How How to create and Use a Gift card.
⚠️ Note: After the creation of gift cards, in order to use them as a payment method, it is necessary to sell them beforehand.
Steps to view vouchers and gift cards
Go to the side menu and enter the Vouchers and Giftcards section within the STORES module.
In the list, you can filter by:
Type: whether you want to see only gift cards, vouchers, or both.
Validity: whether the voucher/gift card is valid or invalid.
You will also see the following columns:
Type: vouchers and gift cards.
Code: the reference or barcode associated with the voucher or gift card. This is the number that must be entered or scanned on the Sell screen to use the voucher or gift card.
Created on: when the voucher/gift card was created.
Created by: the user who created the voucher/gift card.
Customer: if the voucher/gift card was used and a customer was linked to the sale, they will appear in this column. Clicking on it will display the customer's details in a popup window.
From sale: the original sale where the voucher or gift card was generated. Clicking on it displays the original sale details in a popup window.
Used in: a record of sales where this voucher/gift card has been used.
Amount: the available balance.
Validity: the status of the voucher or gift card. If it is expired, the customer cannot use it.
Step 1: Vouchers and Gift Cards module
How do vouchers work?
Issuing a voucher is equivalent to giving an item to the customer, and using it is equivalent to a partial or full refund.
Return sales have a value of €0.00. When a voucher is issued, the refund amount is €0.00 instead of being negative. This is because an exchange of equal value takes place: the customer returns the product they wish to return, and the store gives them a voucher for that amount. Since the transaction is neither positive nor negative, the total is €0.00.
Image 1: A customer returns an item with a value of -€59.90, and the voucher nd2.vt222237 is created with a value of €59.90, resulting in a total of €0.00.
Partial voucher redemption: If a customer partially redeems a voucher, a new voucher with the remaining amount is not generated. Instead, the amount used is subtracted from the total of the current voucher. If you want to print a new voucher for the unused balance, you must enter the total amount shown on the voucher (not just the amount the customer wants to spend). This way, the program will detect that the payment method amount is higher than the sale value and generate a new voucher as change.
Example of partial voucher redemption
If you have any questions, you can contact us through the program's Support section, and we'll be glad to help.