Vouchers

Company Settings -> Order Settings tab:

• ““Can only be used at to” is empty by default for Voucher/Gift Card” checkbox:
  • was added new logic;
  • if the checkbox is checked:
    • On the Point of Sale -> Voucher form:
      • The “Can only be used at to” dropdown is empty by default.

Point of Sale -> Left Menu panel:

• “Voucher” action:
  • was added next to the “Gift Card” action;
  • is displayed based on the Permission;
  • if Order is created for Anonymous Customer -> the action isn’t enabled;
  • after clicking on the action -> the “Vouchers” pop-up is opened;
• “Vouchers” pop-up:
  • contains:
    • “Number” textbox:
      • is displayed Voucher #;
      • the field is required;
      • is displayed “Field is required” Validation;
    • “Generate Number” icon:
      • is always clickable;
      • after clicking on the icon -> “Number” textbox is filled automatically;
    • “Amount” textbox:
      • isn’t required;
      • is displayed Voucher Amount;
    • “Expiration Date at” date range:
      • isn’t required;
      • is displayed Voucher Expiration Date;
    • “Can only be used at” dropdown:
      • contains the List of Stores in the System;
      • isn’t required;
      • if the Store is selected and the user saved Voucher -> Store is displayed on the Voucher edit form;
      • if Store is added for Voucher -> Only Orders with the same Store can be paid by this Voucher;
      • if the user clicks on the Accept Payment button and selected Voucher with not the same store as on the Order -> the OMS message is displayed:
        • Text: “You can’t use voucher for different store”;
        • OK Button:
          • after clicking on the button message is closed, payment isn’t accepted and the “Voucher” pop-up is refreshed;   
          • this logic is added on the “Load Orders” tab;
    • “Multiple Amounts” button:
      • if the user filled Amount in the textbox -> is clickable;
      • after clicking on the button -> the “Multiple Amounts” pop-up is opened;
    • Multiple Amounts pop-up -> contains:
      • “Qty” textbox:
        • is editable;
        • contains voucher qty;
      • “Amount” textbox:
        • is displayed value from the Voucher pop-up;
        • is editable;
      • “Can only be used at” dropdown:
        • contains the List of Stores in the System;
        • isn’t required;
      • Datagrid with the columns:
        • in the Datagrid is displayed line Qty depends on the value in Qty textbox;
        • Number:
          • contains Voucher numbers; 
          • can be scanned or filled manually;
          • is editable;
        • Amount:
          • contains Voucher Amount;
          • is editable;
          • in the column is displayed “X” button:
            • after clicking -> line item is deleted from Datagrid and the amount is evenly divided for all cards;
        • “Expiration Date”:
          • isn’t required;
          • is displayed Voucher Expiration Date;
        • “Can only be used at”:
          • contains the Store from the drop-down by default;
          • isn’t required;
          • can be editable;
      • Buttons:
        • Cancel:
          • is always clickable;
          • after clicking on the button -> the pop-up is closed and the Amount isn’t divided;
        • Save:
          • if on the pop-up isn’t displayed validation -> is clickable;
          • after clicking on the button:
            • the pop-up is closed;
            • on the Order item list is displayed a list of Vouchers;
    • Datagrid -> is displayed the List of Vouchers:
      • contains next columns: 
        • Type;
        • Date;
        • Amount;
        • Paid Order#;
        • Sold at;
    • Balance value:
      • isn’t clickable;
      • is automatically recalculated;
      • is displayed the sum of Vouchers amounts;
    • Buttons:
      • Cancel:
        • is always clickable;
        • after clicking on the button -> the pop-up is closed without changing;
      • Save:
        • if on the pop-up were filled all required fields -> the button is clickable;
        • after clicking on the button:
          • the pop-up is closed;
          • to Order is added the Voucher;
• “Load Vouchers” action:
  • was added next to the “Load Gift Cards” action;
  • is displayed based on the Permission;
  • after clicking on the action -> Vouchers list form is opened;
• “Vouchers” list form -> contains:
  • “Search” textbox:
    • is used the search by Voucher #;
    • if the textbox is filled -> the Datagrid should be filtered by the “Voucher #” column;
  • “Customer” drop-down:
    • is used the search by Customer Name;
    • if the textbox is filled -> the Datagrid should be filtered by the “Customer” column;
  • “Clear” button:
    • is always clickable;
    • after clicking on the button:
      • the “Search” textbox is empty;
      • the List form is refreshed;
  • Datagrid -> are displayed next columns:
    • Date Created -> Date / Time of Voucher Creation;
    • Date Expired;
    • Voucher #;
    • Amount -> can be empty;
    • Open Amount;
    • Customer;
    • Open Balance;
    • Can be used only at;
• “Voucher” edit form:
  • contains next not editable fields:
    • Voucher Number;
    • Expiration Date at;
    • Can be used only at;
  • Datagrid:
    • Type;
    • Date;
    • Amount;
    • Paid Order#;
    • Order to Pay #;
    • Sold At;
  • Balance;
  • “Close” button:
    • the edit form is closed without changes;
• “Accept Payment” pop-up:
  • Voucher action:
    • was added next to the Gift Card Action;
    • after clicking on the Action:
      • we can’t use one Voucher more than one time;
      • the pop-up is opened -> it contains:
        • Scan Vouchers field;
        • Voucher Number -> Number is filled automatically after scanning;
        • Store;
        • Amount field:
          • if to the Order was added Voucher which has been already used:
            • the Validation is displayed:
              • Text: “Voucher has been already used”;
        • Open Balance;
        • Show log label -> the Voucher edit form is opened;
        • Accept Payment button:
          • after clicking:
            • Payment is linked to the Order;
            • Payment is displayed on the Voucher edit form;
            • the Sale Order is created automatically for the voucher in Shipped status with item which was marked as “Default for Voucher”.

Item List form -> Service items edit form:

• Additional Settings tab -> Additional Settings block:
  • “Default for vouchers” checkbox:
    • was added next to the “Default for vouchers” checkbox;
    • isn’t checked by default;
    • if the checkbox is checked -> the logic is the same as for Gift Cards:
      • on POS the user creates Vouchers;
      • after creation -> to the Datagrid is added service item with checked “Default for vouchers” checkbox.

OMS Web -> Settings -> Permission:

• were added new permissions to the Customer  tab -> Sale Order List:
  • View Vouchers on POS:
    • if for the user the checkbox is unchecked:
      • the “Vouchers” action is hidden on the Left Menu panel;
  • View Load Vouchers on POS:
    • if for the user the checkbox is unchecked:
      • the “Load Vouchers” action is  hidden on the Left Menu panel
• was added a new permission to the Reports tab:
  • Can View Vouchers Report:
    • if for the user the checkbox is unchecked:
      • the “Vouchers history” action is hidden in the Report Menu.