TABLE OF CONTENTS

• General
• Financial/Revenue Accounts Overview
• Items/Product Groups
• Voucher Systems
• Store Vouchers in the Voucher System
• Place Voucher Actions on Tiles in the App

General

Companies can sell or gift vouchers to customers in paper form or as plastic cards. Customers can then redeem these vouchers for goods or services. Each branch of a company can create an individual voucher system with its own vouchers. Besides branch-specific vouchers, branches can also integrate vouchers into their voucher system that can be used either by individual branches or all branches of a company.

The voucher system is a paid add-on module. Once it has been enabled for you, a menu item named "Loyalty Program" will appear on the left in the main menu. Here you can edit existing voucher systems and vouchers or create new ones if needed. While voucher systems can only be created in the dashboard, individual vouchers can also be created in the cash register app. If you wish to purchase this module later, please contact our support team.

Financial/Revenue Accounts Overview

Before setting up a voucher system, you should make some provisions with your tax advisor to ensure accurate bookkeeping:

Typically, we recommend creating a separate revenue account with its own coding in the "Financial/Revenue Accounts Overview" for each of the three voucher actions:

1.  Load vouchers (+ Income)
2.  Redeem vouchers (- Income)
3.  Create vouchers (+ Income)

Ultimately, it is your tax advisor's decision how many revenue accounts you need for this purpose. Please note that depending on the type of voucher (single-purpose or multi-purpose), they may be subject to VAT or VAT-exempt.

Items/Product Groups

Create a product group named "Vouchers" in the "Product Manager/Product Groups." Link it to the corresponding revenue and tax account.

Items/Product Manager

Add three items to the product group that correspond to the names of the individual voucher actions:

• Load voucher
• Redeem voucher
• Create voucher

Voucher Systems

To set up a new voucher system in the dashboard, first click on the Loyalty Program menu item and then on Voucher System. Click "+ New" to create a new system.

In the next window, click in the Name field to assign a title to your voucher system.

Depending on whether the vouchers managed by your voucher system are coupons, activate or deactivate the "Coupon" checkbox.

Coupons are a special type of voucher. They can be used repeatedly by many different customers without reducing the credit on the coupon. An example use case is customers cutting coupons from magazines and redeeming them during their next purchase in the store.

If the amount of a voucher should be set individually at the register, the fixed amounts should remain empty. If you want to set fixed amounts that a customer can purchase, enter them under "Fixed Amounts." These also apply to recharges if allowed.

You can also leave the fixed amount fields empty and set a minimum and/or maximum amount next to them that can be purchased with your sales or recharge action.

Link the three pre-created standard products named "Redeem Voucher," "Load Voucher," and "Create Voucher" with the corresponding "Voucher Actions."

In the text field "Barcode generated by," you can decide how the codes of your vouchers should be generated when creating a voucher in your register.

• Choose "Generated by API" if you want a voucher code to be automatically generated by our system.
• Choose "Scan" if you want to input voucher codes when creating vouchers via your scanner.

By checking or unchecking the boxes under "Attributes," you decide whether:

• Vouchers can be partially redeemed, leaving the remaining balance on the voucher.
• Vouchers can be refunded.
• The value or remaining value can be paid out in cash.
• Vouchers can be redeemed in a single transaction.

Select the format type for automatically generated voucher codes. For example, if you select the format type "numeric" and enter the sequence of characters "XXX-XXX-XXX-XXX" in the format text field, the automatically generated codes for your vouchers will look like this: 148-267-098-729.

All settings specified in the voucher system for validity are automatically applied to individual vouchers created within this voucher system. However, the validity date specified by the voucher system can be overridden in individual vouchers, which is always the case when individual vouchers have different validity dates. For example, a voucher system with a validity of two years can contain vouchers that are only valid for one year because their validity has been limited to one year or they expire at a predetermined time.

In the "Settings" of your voucher system, you have the option to make the following settings regarding the validity of your voucher system and the vouchers contained within:

• Limiting validity to 1, 2, or 3 years.
• Setting an end date for redemption.
• Unlimited validity with no year or date specification.

In the next steps, we will show you the settings you can make regarding the validity of your voucher system.

In the "Settings" of your voucher system, you can limit the validity of your voucher system to 1, 2, or 3 years. You can set a specific end date for redemption. You can decide whether validity should be set for specific weekdays. You have the option to set a specific date and time when the vouchers from your voucher system can be redeemed for the first time. This setting is useful if you want a customer to come back a second time and not redeem their voucher on the same day.

Store Vouchers in the Voucher System

In the following steps, we will show you how to store individual vouchers in your previously created voucher system.

First, open the "Vouchers" area and then click on "New." Next, select the voucher system under "Voucher Systems" to which the new voucher should be assigned.

In the "Amount" field, enter the desired voucher amount. If you leave this field empty, the amount will later be manually entered by the cashier at the point of sale.

The "Code" field is particularly relevant when there are already physical voucher cards, and their codes need to be imported into the system. This may be necessary, for example, when a main branch without register access has manually issued a voucher that now needs to be imported. If the "Code" field is left empty, the system automatically generates a code. A format must be defined beforehand for this. For example, if you choose the format type "Numeric" and specify "XXX-XXXXX-XXX" as the format, an automatically generated code could look like this: 344-82628-119.

In the "Validity" menu area, you can make individual settings if required. If you do not specify anything here, the system automatically adopts the validity rules of the superior voucher system. However, if you make different settings, these take precedence for the individual voucher.

Finally, click on "Create" to save the voucher in the system.

Place Voucher Actions on Tiles in the App

To place voucher actions on tiles in your app or cash register system, first open the tile view and click on the blue pencil icon to edit the view. Then select the blue plus icon to add a new tile.

In the next step, click on "Vouchers" and choose one of the available voucher actions. Repeat this process to place more voucher actions on additional tiles as needed.

Initially, save your selection by clicking "Save" and then confirm again with "Save" to permanently secure the occupied tiles.