Apply a voucher as a payment method

With this article, you will learn how to effectively apply and use vouchers as a payment method in your store sales (whether vouchers are generated with Stockagile or imported from a previous program) and leverage their full potential to optimize the shopping experience.

This functionality not only streamlines transactions but also strengthens customer loyalty. Vouchers offer buyers a versatile and practical alternative to cash or cards, allowing them to make full or partial purchases with a predetermined balance.

Requirements to apply a voucher as a payment method

• The user must have the role of OWNER, STORE MANAGER or STORE VENDOR. You can see the different types of roles in the section Create or edit a user.

Steps to apply a voucher as a payment method

1. Go to the side menu and click on the SELL section in the STORES module. 
   
   
2. In the SELL screen proceed to make the sale. You will see how to make a sale in the section Make a sale.
   
   
3.  

   Once the products have been added to the sale, if the voucher is physically available, you can scan the barcode on the voucher provided by the customer. Alternatively, you can click on the pink icon located in the top right corner of the screen and manually enter the voucher number (also displayed on the printed voucher):
   
   
   
   
   
   

   Important Note: When generating a voucher as a result of a return, both the sales receipt and the generated voucher are printed. To use a voucher as a payment method, you must use the barcode or the written code displayed on the printed voucher, not the sales receipt. To ensure you are scanning or entering the correct code, confirm that the printed ticket says “Voucher” and that the barcode code begins with "nd2." (in contrast, sales barcodes begin with "nd1.").

    

4. Once the voucher has been recognized by the system (by clicking "Search"), it is automatically applied to the sale.
   
   

   Important Notes:

   • If the voucher amount is higher than the sale amount, the remaining balance will be saved on the same voucher, meaning the code will remain the same for the next time the customer wishes to use this method. The value of a voucher decreases incrementally as it is used/redeemed until the balance is completely depleted.
     
     

   • However, if you prefer that the original voucher is set to €0 and a new voucher is generated for the unused balance, you will need to enter the total amount shown on the voucher (not just the amount the customer wishes to spend) as the payment method in the sale. In this way, the system will detect that the payment amount exceeds the sale value, and it will generate a new voucher for the remaining balance as change.

   
   
   
   
   
   

5. Finally, once the sale is completed, through the VOUCHERS AND GIFT CARDS screen, you will be able to view the voucher with its respective updated amount, according to the remaining available balance: