Introduction

This page outlines the Redemption and Issuing of Smart Vouchers, and includes:

  • The redemption of a smart voucher in Salespoint, including the redemption of a voucher by a guest.
  • The issuing of a smart voucher in Salespoint, following the sale of a product.
  • The issuing of an (individual) smart voucher, in Respoint to a guest. 

The following elements are not covered here, but are instead detailed in the Smart Voucher Administration Guide:

  • The setup and configuration of Smart Voucher Types in Resources.
  • The issuing of smart vouchers in bulk in Respoint and Resources
  • The operation of the Guest Smart Voucher list in Respoint. 
  • The operation of the Smart Voucher Maintenance feature in Respoint.


Table of Contents


Redeeming a Smart Voucher in Salespoint

To redeem a Smart Voucher in SalesPoint, an operator can either:

  1. Scan a Smart Voucher barcode, or
  2. Select the Smart Voucher mneu button on the Lookup button, which will allow the manual entry of the voucher code.
      
  3. Select the Guest Smart Voucher mneu button on the Lookup button, which will display the Guest Smart Voucher list form - see section Guest Voucher Lookup for details.

The system initially verifies whether the voucher can be accepted for redemption. This includes:

  • Checking the status of the voucher (i.e. making sure it is not cancelled or suspended),
  • Checking its start date and its expiry date,
  • Verifying that the voucher is reedemable at that location, and
  • Verifying that it has not already been used (or in the case of a multi-use voucher, verifying that it has remaining usage).

The behaviour of the system will depending on the configuration of the voucher.

The following actions are currently support (one or multiple may apply):

  • Product Voucher Redemption – automatically add products to the sale.
  • Payment Voucher Redemption – automatically add a payment to the sale - either amount or percentage (based on the voucher products).
  • Payment Value Voucher Redemption – automatically add a payment to the sale, reducing the stored value on the voucher.
  • Discount Voucher Redemption – automatically applies a discount to the relevant products in the sale.
  • Recipient Voucher Redemption – links a guest to the voucher and any voucher products.

Product Voucher Redemption

Depending on the type of the voucher being redeemed, the system will either:

  1. Automatically add products to the sale.
  2. Prompt the user to select a product from a list.
  3. Prompt the user to enter quantities for (one or more) products displayed on a list.

The relevant products are then displayed on screen, with their associated smart voucher code.

The following rules apply to the behaviour of Salespoint in relation to the products added following a Smart Voucher redemption:

  • The quantity of the product cannot be changed.
  • The product cannot be marked as refunded or returned.
  • When the product is deleted, the user is asked if they wish to cancel the smart voucher redemption. If the operator selects to cancel the redemption, any additional products added by voucher are also removed.
  • A smart voucher can be applied to a ResPoint advance sale and is considered redeemed as part of that sale sequence (the redemption if finalised when the operator selects Save and Clear or pays the transaction). The voucher redemption cannot thereafter be reversed, and any subsequent changes to the transaction and its products are outside of the scope of the smart voucher process.

Amount / Percentage - Payment Voucher Redemption

A payment voucher automatically adds a payment to the sale transaction at redemption.

A payment amount voucher adds a payment for the amount specified (in Resources) against the parent voucher type.

The payment percentage voucher calculate the payment value by apply the percentage specified (in Resources) against the parent voucher type to the value of voucher products in the sale (as defined by the voucher type product property).

See the Smart Voucher Type Set Up 3: Payment Property section for setup details.

When a payment voucher is redeemed, the system will:

  1. Verify that the voucher is valid.
  2. Automatically add a payment for the required amount to the payment screen.
  3. At sale completion, the voucher is marked as redeemed.

Here are some useful things to know:

  • The system will add both products and a payment to the sale, if the voucher is configured with both product and payment properties.
  • If you delete the voucher payment, the voucher is removed from the sale and is considered un-used. In addition, if the sale contains products linked to the voucher, the operator is asked if they want the products removed from the sale.
  • If you add a payment voucher to a recalled advance sale transaction (i.e. a transaction from ResPoint), you cannot Save (and Clear). You must finalise and print the transaction.

Stored Value - Payment Voucher Redemption

A payment "value" voucher contains stored value and operates like a gift card. The customer can use the voucher in multiple transaction until the value (outstanding balance) on the voucher is used up.

When a payment value (stored value) voucher is redeemed, the system will:

  1. Verify that the voucher is valid and has a remaining balance.
  2. Prompt the operator to enter the amount to redeem:
  3. Automatically add a payment to the sale for the entered amount.
  4. At sale completion, the balance on the voucher is reduced.

Here are some useful things to know:

  • You can only use a value voucher once per sale transaction.
  • If you delete the voucher payment, the voucher is removed from the sale and is considered un-used (the balance on the voucher is not reduced).
  • If you add a value voucher to a recalled advance sale transaction (i.e. a transaction from ResPoint), you cannot Save (and Clear). You must finalise and print the transaction.

Account Customer - Payment Voucher Redemption

An Account Customer Payment Voucher adds an Account payment to the sale (to cover the cost of the voucher products). The Account Customer (configured against the voucher) is then invoiced (charged) for the cost of the voucher products (through the Accounts Receivable system).

When an account customer voucher is redeemed, the system will:

  1. Verify that the voucher is valid.
  2. Automatically add all voucher products to the sales screen.
  3. Automatically add an account payment - for the relevant account customer - for the required amount - to the payment screen.
  4. At sale completion, the voucher is marked as redeemed.

Here are some useful things to know:

  • Both the products (added by the voucher) and the account payment are linked to both the voucher (via smart voucher modifier) and the relevant account cusotmer. 
  • If multiple vouchers are redeemed for the same account customer, a single payment will be added covering all vouchers.
  • An account payment added by the redemption of a smart voucher cannot be deleted by the operator.
  • A product added by the redemption of an account customer smart voucher can be deleted by the operator. The value of the account payment will be adjusted automatically.
  • A product added by the redemption of an account customer can be discounted by the operator, if they choose to do so.  The value of the account payment will be adjusted automatically.
  • The linking of an account customer to a sale line following the redemption of a smart voucher takes precedence over the linking of an account or customer to the sale.

Once the sale has been completed and processed by the system, the account customer is invoiced for the cost of the voucher products, through the Accounts Receivable system. This is viewable in the Accounts Receivable (AR) module of Treasury. A new line is added, for each redemption product, to the current invoice for the customer. 

If the line was generated by the redemption of an Account Customer Smart Voucher, the Suppementary Information section on the AR Document (Edit Invoice) form displays the smart voucher code, the voucher (type) name, the redemption guest (if applicable), and the guest linked to the guest card product (if different to the redemption guest).

The smart voucher code, the voucher (type) name, the redemption guest are also shown on the AR Line Details (Edit Invoice Line) form.


Discount Voucher Redemption

A discount voucher automatically applies a discount to the relevant products in the sale.

There are two types of discount smart voucher:

  • All Voucher Products – the discount is applied to all the products linked to the voucher, which were automatically added to the sale when the voucher was redeemed.
  • All Sale Products – the discount is applied to all the products in the sale, which includes both the products already in the sale and any products that are subsequently added to the sale (i.e. after the redemption of the voucher).

The smart voucher discount details are displayed against each sale line receiving the discount.

In the following example, when the smart voucher was redeemed, the Hydra Jacket was added to the sale and discounted by ten percentage. The Chino Pants were subsequently added to the sale and did not receive the discount (as the discount only applied to voucher products).

The following functional details should be noted:

  • A Smart Voucher discount can be replaced or removed, just like a Modify or Speed Button discount.
  • If the discount is linked to a buy group and the rules of the buy group exclude a product (for any reason), then the discount is not applied to that product.
  • A Smart Voucher discount can be applied to a recalled (ResPoint) advance sale transaction. However, the voucher is considered redeemed when the advance sale transaction is saved; either when finalised with payment or when the 'Save and Clear' button is selected. Any products subsequently added to the transaction, in another recall, will not receive an 'all sale products' voucher discount.

Recipient Voucher Redemption

A recipient voucher allows a guest to be linked to a voucher and the voucher products added to the sale.

When a recipient voucher is redeemed:

  1. The Guest Smart Voucher Confirmation dialog is displayed.
  2. This form allows the operator to confirm, specify or change the guest linked to the voucher. The following should be noted:
    1. The guest linked to the voucher at issue is automatically displayed. The Guest field will be blank if no issue guest applies.
    2. The guest linked to the voucher can be set / changed by pressing either the Guest Search button or the Select Person from Sale button, which are found to the right of the Guest edit field. See the Selecting the Redemption Guest section below for further details
    3. Whether a voucher can be redeemed by a different guest (to the one specified at issue) is configured in the setup of the voucher (type).
    4. Whether a guest must be specified at redemption is specified in the setup of the voucher (type).
    5. When the required guest is shown, press the OK button.
  3. A person entry is automatically added to the sales list, for the guest. Any products linked to the voucher are automatically displayed under the guest entry.

Selecting the Redemption Guest

The guest redeeming the voucher can be set via the Guest Lookup button or the Select Person From Sale button.

  • The Guest Lookup button allows an existing guest to be selected. It also allows a new guest to be created.
  • The Select Person From Sale button allows a guest already linked to the sale to be selected. This can be either a newly created guest or an existing one.

When the Guest Lookup button is selected:

  1. The Lookup Guest/Card form is shown.
  2. Enter (type) the required search text, and all matching guests are automatically displayed.

    Hint: By default, the system searches on guest name, but this can be changed via the Search On… list.
  3. If the required (existing) guest is found, highlight the relevant entry in the guest name list and press the OK button. The guest is linked to the voucher:
  4. If you need to create a new guest:
    1. Press the New Guest button on the Lookup Guest/Card form.
    2. The Edit Person Details form is displayed.

      Hint: The search text entered on the Lookup form (when searching by name) is automatically added to the Last Name and First Name fields on the Edit Person form.
    3. Enter the required details and press the OK button. The new guest is linked to the voucher:


When the Select Person From Sale button is selected:

  1. The Select Person From Sale form is shown.