Managing Vouchers

TABLE OF CONTENTS

Overview
Use Cases
Manage Voucher in Admin Console
Manage a Voucher
Voucher Use: Storefront
Voucher Email Functionality

Overview

The Voucher Management feature enables Administrators to create, view, update, deactivate, and delete vouchers. Vouchers can be managed from the Voucher area or from an individual customer profile. Administrators can also associate vouchers with customers, control voucher usage restrictions, review voucher history, and manage custom voucher attributes.

Use Cases

Common voucher management scenarios include:

Reviewing active and expired vouchers
Updating voucher expiration dates and amounts
Assigning vouchers to specific customers
Restricting voucher usage to a single customer
Sending voucher notifications to customers
Reviewing voucher redemption history
Managing voucher custom attributes

Manage Voucher in Admin Console

Administrators can access vouchers using either of the following methods:

Option 1: OMS

Navigate To

OMS > Voucher

The Voucher list page opens and displays all available vouchers.

Option 2: Access from a Customer Record

Navigate To

Accounts & Users > Users

Access Voucher Management

Open the desired user record.
Select the Voucher tab.
Review vouchers assigned to the selected user.
Select a voucher to open the voucher management screen.

Administrators can also create a new voucher directly from this section.

View the Voucher List

The Voucher list page displays all vouchers in a grid.

Search

Use the Search field to locate vouchers by voucher name.

Filter

Use Filter options to narrow voucher results based on selected criteria.

System View

Administrators can create and manage personalized grid views based on selected filters and columns.

Tools

The Tools menu allows bulk actions to be performed on multiple selected vouchers.

Columns

The Columns option controls which fields are displayed in the grid.

Voucher Grid Fields

Field	Description
Store Name	Store associated with the voucher.
Voucher Number	System-generated unique voucher identifier.
Voucher Name	Name assigned to the voucher.
Voucher Amount	Original monetary value of the voucher.
Start Date	Date the voucher becomes active.
Expiration Date	Date the voucher expires.
Remaining Amount	Current unused voucher balance.
Customer Name	Customer associated with the voucher.
Action	Available voucher actions.

Voucher Actions

Edit Voucher

Select the voucher name or the Edit option from the Action column to open the voucher details.

Deactivate Voucher

Deactivate a voucher to prevent future use.

Delete Voucher

Delete a voucher that is no longer required.

Note: If the voucher is associated with an order or has already been used by a buyer, the system displays an error and the voucher cannot be deleted.

Manage a Voucher

Administrators can open a voucher by:

Selecting the voucher name hyperlink.
Selecting the Edit action from the voucher grid.

The voucher management page contains the following sections.

Voucher Details

The Voucher Details section displays voucher information.

Read-Only Fields

The following fields cannot be modified:

Store Name
Voucher Number
Voucher Name
Start Date

Editable Fields

The following fields can be updated:

Expiration Date
Voucher Remaining Amount

Customer Information

The Customer Information section controls voucher ownership and redemption restrictions.

Field	Description
Account Name	Account associated with the customer.
Customer Name	Displays Username \| First Name Last Name when available. If the customer's first and last name are not available, only the Username is displayed.
Restrict Voucher to a Customer	Controls whether the voucher can be redeemed only by the assigned customer.
Would You Like To Email The Customer?	When enabled, voucher information is sent to the assigned customer using the New Voucher Issued For Customer email template. When disabled, no email is sent.

Restrict Voucher to a Customer Flag

When Enabled

Only the associated customer can redeem the voucher.
If another buyer attempts to use the voucher, the following error message is displayed:
"Please enter a valid voucher."

When Disabled

Any buyer can redeem the voucher.
The voucher is not limited to a specific customer.
Multiple buyers can use the voucher as long as a remaining balance is available.
The first buyer who redeems the voucher is displayed in the Customer Information section.
The voucher remains available to other buyers until the remaining balance reaches zero or the voucher expires.

Customer Association Behavior

Voucher Creation Without Customer Assignment

A voucher can be created without selecting a customer.

After the voucher is saved:

Open the voucher management screen.
The Customer Information section becomes available.
The administrator can associate the voucher with a customer.

When a voucher does not have an assigned customer:

The first customer who successfully redeems the voucher automatically becomes associated with the voucher.
Customer information is displayed in the Customer Information section.
The associated customer cannot be changed later.
Customer search and selection options are no longer available.
The administrator can enable the Restrict Voucher to a Customer option if voucher usage should be limited to the associated customer.

Voucher History Notes

The Voucher History Notes section provides an audit trail for voucher activity.

This section records:

Voucher usage against orders.
Voucher balance adjustments.
Administrative updates affecting voucher value.

Voucher History Grid Fields

Field	Description
Order Number	Order where the voucher was redeemed.
Customer Name	Customer first and last name.
Username	Customer username.
Created Date	Date when the voucher activity occurred.
Notes	Description of the voucher activity.
Amount Used	Voucher amount applied to an order.
Action	View details for voucher usage records.

View Action Behavior

Voucher Redeemed

The View option is available and can be used to review order-related voucher details.

Voucher Balance Updated

When only the voucher's remaining amount is modified:

A history note is created.
The View option is not displayed.

Voucher History Grid Features

The Voucher History Notes grid supports:

Search
Filters
Saved Views
Column Selection

Available options may be limited compared to the primary voucher grid.

Additional Attributes

Custom fields created through Dev Center User Defined Fields are displayed in the Additional Attributes section of the voucher management page.

Administrators can review and maintain voucher-specific custom information from this section.

Expected Results

After managing a voucher successfully:

Voucher details reflect updated values.
Customer associations are stored correctly.
Voucher restrictions are enforced during redemption.
Email notifications are sent when enabled.
Voucher activity is recorded in the Voucher History Notes section.
Custom fields appear in the Additional Attributes section when configured.

Voucher Use: Storefront

Apply a Voucher at Checkout

Buyers can apply a voucher directly from the Storefront Checkout page.

Applying a Voucher

Navigate to the Checkout page.
In the Voucher section, enter the voucher number in the voucher entry field.
Click Apply.
If the voucher is valid, it is successfully applied to the order and displayed below the voucher entry field.

If the voucher is invalid, expired, inactive, restricted to another customer, or has insufficient balance, an appropriate error message is displayed.

Applied Voucher Details

Once applied, the voucher displays the following information:

Amount Used – The amount of the voucher applied to the order.
Voucher Name – The name associated with the voucher.
Expiration Date and Time – The date and time when the voucher expires.
Voucher Number – The unique voucher number.

Example

$15.89 Parag Expire: (08/13/2027 23:59:59) Y7L7WI16CR

Where:

$15.89 – Amount used from the voucher.
Parag – Voucher name.
08/13/2027 23:59:59 – Voucher expiration date and time.
Y7L7WI16CR – Voucher number.

Voucher History

Assigned vouchers are displayed within the Customer account profile on the Storefront.

Navigate To

My Profile > Voucher History

The Voucher History page displays:

Voucher Number
Voucher Name
Transaction Amount
Remaining Amount
Start Date
Expiration Date
Action

All vouchers associated with the customer account are available for review in this section.

Voucher Email Functionality

Znode provides email templates that support voucher issuance, voucher balance notifications, and voucher expiration reminders.

New Voucher Issued For Customer

Purpose

This email template is triggered when a new voucher is issued to a customer.

Trigger Condition

The email is triggered based on the Would You Like To Email The Customer setting.

Behavior

When Would You Like To Email The Customer is enabled, voucher information is sent to the assigned customer using the New Voucher Issued For Customer email template.
When Would You Like To Email The Customer is disabled, no email is sent to the customer.

Remaining Voucher Balance

Purpose

This email template is triggered when an order is placed using a voucher.

Behavior

The email is sent to the customer after voucher redemption.
The email provides information about the remaining voucher balance available after the order is processed.

Reminder To Use The Voucher Balance Before It Expires

Purpose

This email template reminds customers to use their remaining voucher balance before the voucher expires.

Behavior

The email is sent prior to the voucher expiration date.
The email encourages customers to redeem any remaining voucher balance before it becomes unavailable.
The email helps increase voucher utilization and improves customer engagement.