Voucher view allow user to manage retail vouchers with monetary value. See “POS – (Masters) Voucher Types” for the different types of vouchers which are available in GOOMI.
Below actions are available under Voucher:
Create new voucher
Update, split, delete, view and search for voucher
Note: Voucher redemption is done through POS Entry (cash register)
Field Name |
Description |
Mandatory Information |
| Issue On | Date of issuing of voucher |
Y |
| Serial # | Serial number of voucher |
Y |
| Voucher Type | Type of voucher |
Y |
| Face Value | Value of this voucher |
Y |
| Valid From | Valid from which date |
Y |
| Valid Till | Valid until which date |
Y |
| Issue To | Which (registered) customer the voucher was issued to |
N |
| Issue By | Which staff issued the voucher |
Y |
| Issue At | Where the voucher was issued |
Y |
| Redeemed | Checkbox ticked if voucher has been redeemed |
N |
| Description | Self-explanatory |
N |
Create New Voucher
1. Click on “Create New” button from “Vouchers List” tab or from “Voucher” tab to create new voucher
2. Fill up voucher type’s information on form at “Voucher” tab
3. Click on “Save” button at the bottom right of screen when done
4. Click on “Notes” tab at top of the screen to add notes and / or attachment file
5. Click on “Confirm Voucher” button at the bottom of screen and choose “Yes” to confirm the new voucher
6. Click on “Post To Accounts” button at the bottom of screen and choose “Yes” to post the new voucher to account. Journal entries of the voucher will be automatically created under “Postings” tab
Update Voucher Details
1. Double click on voucher to be updated from the records table on “Vouchers List” tab, it will bring up the details for the selected voucher type on the form at “Voucher” tab
2. If the voucher status is “Posted”, click on small arrow next to “Generate Report” button at the bottom of screen and choose “Undo Accounts Posting” to change the voucher status to “Drafted”. User can also undo posting from voucher list view by using mouse right-click on the voucher(s) to open options available to the selected voucher(s).
3. Make change(s) on the voucher information
4. Click on “Revert” button at the bottom of screen to roll back the changes
5. Click on “Save” button at the bottom of screen when done
6. Click on “Confirm Voucher” button at the bottom of screen and choose “Yes” to confirm the updated voucher
7. Click on “Post To Accounts” button at the bottom of screen and choose “Yes” to post the updated voucher to account
Split Voucher Value to Multiple Vouchers
1. If user need to split voucher to smaller values vouchers, use “POS – (Masters) Voucher Types” to first create new voucher type(s) to accommodate the split vouchers type and face value(s). For example, to split $50 gift voucher to $10 and $40 gift vouchers, $10 and $40 gift vouchers types must exist for selection from “POS – (Transactions) Voucher“ “Voucher Type”
2. Double click on voucher to be split from the records table on “Vouchers List” tab, it will bring up the details for the selected voucher type on the form at “Voucher” tab
3. If the voucher status is “Posted”, click on small arrow next to “Generate Report” button at the bottom of screen and choose “Undo Accounts Posting” to change the voucher status to “Drafted”. User can also undo posting from voucher list view by using mouse right-click on the voucher(s) to open options available to the selected voucher(s).
4. Copy the serial number then modify add “-01” at the end of the number for the first split voucher
5. Change the voucher type / face value accordingly for the first split voucher.
6. Click on “Save” button at the bottom of screen when done
7. Click on “Confirm Voucher” button at the bottom of screen and choose “Yes” to confirm the first split voucher
8. Click on “Post To Accounts” button at the bottom of screen and choose “Yes” to post the first split voucher to account
9. Create new voucher for the next split voucher, use the original voucher’s serial number and add “-02” at the end of the serial number of the second split voucher. Enter the balance value of the split voucher as the face value
Example of Split Voucher:
Delete Voucher
1. Double click on voucher type to be deleted from the records table, it will bring up the details for the selected voucher type on the form at the right side of the screen
2. If the voucher status is “Posted”, click on small arrow next to “Generate Report” button at the bottom of screen and choose “Undo Accounts Posting” to change the voucher status to “Drafted”. User can also undo posting from voucher list view by using mouse right-click on the voucher(s) to open options available to the selected voucher(s).
3. Click on “Delete” button at the bottom of screen
4. Click on “Yes” button on the pop-up window to confirm record deletion
View and Search for Voucher Details
1. Enter search parameter to filter the result on “Vouchers List” tab, type in any of the search textfields on the screen. Click Search button to refresh the list.
2. Result can be sorted alphabetically by clicking the fields’ columns
3. Redeemed vouchers will have it’s checkbox ticked (Redeemed column)
4. Double click on voucher to be updated from the records table on “Vouchers List” tab, it will bring up the details for the selected voucher type on the form at “Voucher” tab