Gift vouchers and store credit notes can be redeemed as payment when processing a sales transaction in POS. A customer can use the available value as either a full or partial payment toward the amount due.
This video explains how to view vouchers associated with a customer, review their redemption history, enter the amount to redeem and apply a voucher that was issued to someone else by entering or scanning its code.
Chapters
Timestamp | Chapter |
|---|
00:07 | Overview |
00:15 | Creating the Sale and Adding a Customer |
00:29 | Opening the Payments Tab |
00:38 | Accessing Gift Vouchers and Store Credit |
00:47 | Reviewing the Customer’s Existing Vouchers |
01:01 | Viewing Voucher History |
01:17 | Redeeming an Existing Customer Voucher |
01:35 | Redeeming a Voucher Using Its Code |
02:00 | Reviewing the Applied Payment |
Transcript
Customers can use a valid gift voucher or store credit note to pay for all or part of a sales transaction. The redemption can be selected from the customer’s existing vouchers or processed by entering or scanning a valid voucher code.
Creating the Sale and Adding a Customer
Begin by creating a new sales transaction.
Add the required products to the sale, then add the customer who has store credit or an existing voucher available.
Opening the Payments Tab
Open the Payments tab.
The balance due for the transaction is displayed in the lower-right corner of the screen.
Accessing Gift Vouchers and Store Credit
Select Vouchers from the lower-left side of the Payments screen.
This screen is used to redeem a gift voucher or store credit note against the transaction.
Reviewing the Customer’s Existing Vouchers
The lower section of the Vouchers screen displays the existing vouchers associated with the customer.
For each voucher, you can review:
- Issue date
- Expiry date
- Initial value
- Remaining value
When the remaining value is lower than the initial value, the voucher has already been partially redeemed against one or more previous transactions.
Viewing Voucher History
Double-click a voucher to view its complete history.
The history allows you to review previous activity associated with that voucher before applying its remaining value to the current transaction.
Redeeming an Existing Customer Voucher
Return to the main Vouchers screen and select the voucher the customer wants to use.
Enter the required redemption amount manually.
Alternatively, select the arrow beside the amount field. Retail Express copies either the transaction’s balance due or the voucher’s remaining value into the field, whichever amount is lower.
This prevents the redemption from exceeding the available voucher balance or the amount currently due.
Redeeming a Voucher Using Its Code
The customer may have a voucher that is not already associated with their customer record. For example, another person may have purchased the voucher and given it to them as a gift.
Enter or scan the valid voucher code into the voucher-code field.
After Retail Express identifies the voucher or credit, enter the amount to redeem against the order.
Reviewing the Applied Payment
Return to the main Payments screen.
The redeemed gift voucher or store credit is displayed as a payment against the sales transaction. Any balance still due can then be paid using another available payment method.