Place a voucher order for a company or patron.

Before you begin:

• Ensure you have set up voucher functionality in Group Sales.
• Ensure you have the required Head Office permissions in Voucher Orders Security Level.

Steps

1. Search for a company or contact.
2. Select the appropriate contact.

   If the company or contact is not listed, add a new one.

3. Verify that the contact details are correct.
4. Click Create Order > Create Voucher Order.
5. Click Add Voucher.

   Tip! Edit the Expiry Date field to extend the expiry date of a voucher (if you need to make a sale more attractive).

   Note: You'll only be able edit the expiry date if the Head Office system setting GroupSales_VoucherExpiryDateOverride is set to Y.

6. Select a Voucher Type, and enter additional details for the vouchers.

   If required, add other voucher types to the order.

7. Add any required fees (for example, booking, postal, or courier fees).
8. Click Issue Vouchers.

   The order processes through Vouchers & Gift Cards.

See Also:

Limiting voucher editing rights