This tutorial assumes you have already set up your discount voucher and it has a barcode. For this tutorial I will create a £5 off voucher setup and a 10% off voucher setup.
Step 1 - Create Voucher Accounts
You can set your discount vouchers to use the default “Voucher” account but you wont be able to track the different voucher types and ensure you can balance the account with the number of vouchers in your cash drawer.
I have created a voucher account for each discount voucher type so I can see the value of each when used. This also allows me to balance each voucher at the end of the day by counting the number/value of vouchers in the till (I take then off the customer when used and put into till drawer) to ensure it matches with the voucher account.
Go to Main Menu ->Manage ->Accounts, then click accounts from the left hand side menu and then click add account
Enter the account name, i have used “Voucher - 10% OFF” and “Voucher - £5 OFF” and select payment accounts and click save
Go to Main Menu and select accounts and you should see the two accounts you have created
Step 2 - Create the Payment Types for Each Voucher
Select Manage ->Tickets ->Payment Types and click “Add Payment Type”
I have my payment types setup as below
for 10% off voucher
for £5 off voucher
it doesnt matter what colour you select for the button as we are not adding any mapping, you only need to add mapping if you want an actual button to be displayed on the payment screen. Since we are applying these discounts by scanning a barcode we do not need buttons.
Step 3 - Create Actions for each Voucher Type & Generic Ask Question Action
Main Menu ->Manage ->Automation -> Actions and click Add Action
Enter the details as below:
For 10% off voucher
For £5 off voucher
Generic Ask Question Action
Step 4 - Create Rules for the Voucher Types
Go to main menu ->Manage ->Automation -> Rules and click Add Rule
Setup the following rules:
For 10% off
For £5 off
make sure default mappings are applied to all rules
Final rule is to display a message when voucher total is greater than remaining ticket balance
There are spaces in the Question field to manually centre the text in the middle of the message box, you will see this is the example at the end
This is how it works
OK, thats all set up so here is the flow using screenshots from my set up:
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Add items to the ticket
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when all items added scan the discount barcode, I am keying in the barcode number instead id scanning so you can see where it is entered
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ticket is updated on screen to show discount applied and remaining balance, it also shows you the name of the discount we set up so you know what voucher was used
Same applies for 10% off as shown below
Ticket is updated to show 10% taken off
You can now put the voucher into your till drawer ready to reconcile with accounts at the end of the day
you could then balance your vouchers to zero using my setup in my other tutorial for cashing up
If you you try to enter a money off voucher (in my example here £5) where the ticket total is less than the voucher amount you are told the voucher is invalid as the ticket total must be £5 or greater to use it as i dont give change when a voucher is used as payment. This is what happens
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Enter items, and ticket total is less than voucher amount being used
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Scan £5 voucher and POS displays our message
click OK and you are taken back to the POS screen, either add more items to make ticket total greater than discount voucher, or pay by another method or cancel transaction
I will add the database tools file shortly
EDIT - Database Tools File
Barcoded Discount Vouchers.zip (917 Bytes)
