Create a Gift Voucher

Modified on Thu, 29 Jun 2023 at 02:24 PM

Create a Gift Voucher 


A Gift Voucher is where you create an offer that can have a set value. You can also set the voucher to $0 and use the Top Up feature in Lightspeed to add funds.  We'll explain this further in another document.

When this is assigned to a customer, they can use the voucher to pay part or all of the sale on POS. 




How to create a Gift Voucher


When using this option, a Gift Voucher is created for a dollar value and is not allocated to any products.


1 : To create a Gift Voucher click on the OFFERS button on the top bar.



2 :  Click the NEW button on the right hand side.



3 : Offer Type, select the offer type from the drop-down. Select Gift Voucher > Click SELECT THIS TYPE button.





4 : Input offer details - Name | Connect To | Auto-Renew | Auto-Assign


Name : A unique name for your offer

Connect To : POS System Site - if you have multiple venues you can create different offers for each site.

Auto-Renew : This is if you would like this offer to renew once it has been redeemed

Auto-Assign : Assign this offer to new customers


Once all the information is complete, click on NEXT : Create Rule



PLEASE NOTE : As Gift Vouchers tend to be used as one time offers, these are not set to Auto-Renew or Auto-Assign. TABS would be a more effective way to have recurring offers set to a specific customer/s or over a selected time period.




5 : Next select the type of offer from the drop-down menu. Select GIFT VOUCHER > Next add in the Gift Voucher Value. Once value has been added select SAVE.



ASSIGNING CARDS TO CUSTOMERS 


Once the card has been created, you can allocate this to customers.


If you want to assign the offer to all customers, under AUTO-ASSIGN TO NEW CUSTOMERS, there is the option to CLICK HERE TO ASSIGN THEM ALL NOW.



Select ASSIGN OFFER.



CARDS


Once the offer has been allocated to a customer, you will be able to view the CARDS usage.


Select the CARDS tab (next to Details|Products) to see a breakdown of the usage of this offer.


Each transaction is listed show the following; PERSON| DATE | OFFER | CODE | STATUS



To see more information on a particular transaction, select the transaction to bring up the details.


This will show the breakdown of how this offer has been used, based on;


PERSON| OFFER | CODE | STATUS | ACTIVATIONS


In the ACTIVATIONS section, each transaction is listed showing the DATE | TIME | PRODUCT/S | POINT ALLOCATION



Find out how to REDEEM GIFT VOUCHER in POS.


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