Create and Sell Vouchers (Fred POS Plus)

POS Plus

The steps below show how you can create and configure vouchers within Fred Office Plus to enable selling of vouchers with transactional history and voucher balances.

Step 1: Create voucher in Fred Office Plus

1. Go to Inventory, then select Items.
2. Click New.
3. Update the relevant fields: Item Code, Description, Department and Category.
4. Set Item Type as Voucher.
   • For a set dollar value, enter the Retail Price. If creating multiple set vouchers (i.e. $5, $10, $20 voucher), a new item card must be created for each dollar value.
   • For variable vouchers where price is set at time of sale, select the Item price must be entered at register checkbox under Options.
5. Click Options, select the Item is not discountable at register and Item cannot be placed on purchase orders checkboxes.

6. Click Save and Close.

   If assigning serial numbers at the time of purchase at the POS, skip the following steps and refer to Step 2a: Optional settings (in Fred POS Plus Store Manager).

7. Open the stock card and click Serial.
8. Set Serial Number Count to 1 Serial Number.
9. Click Add.

10. Select Auto Generate Multiple Serials and enter Number of Serials to create.

    This is the number of vouchers you have available.

11. Set Prefix of the voucher and leave Starting numbering at 0.

    For example, set the prefix to XMAS.

12. Clear the On Generation Mark Serials as Sold checkbox.
    
13. Click OK then Save and close.

Step 2: Create voucher tender type via Fred POS Plus Store Manager

1. Go to Setup, then select Financial, then select Tender Types.

2. Double-click to edit the Voucher tender type.

   If a Voucher tender type does not exist to edit, click New. For more information, see Tender types (Fred POS Plus).

3. Set as follows:

   1. Ensure Tender Type is set to Voucher.
   2. Clear the Tender Type is inactive checkbox.

   Tender Types will not be activated until you perform a Z-report.

Step 2a: Optional settings (in Fred POS Plus Store Manager)

If serial numbers are to be assigned at the time of sale via the POS (not via Fred Office Plus):

1. From the File menu, select Configuration, then select Tender.
2. (Optional) Update Voucher Expiration.
3. Select the Store rules tab.
4. Under Serial Number Options, select the following checkboxes:
   • Allow POS serial number creation
   • Enforce unique serial numbers
   • Require serial number at the POS
     
5. Click Save and close.

Step 3: Link tender type for each voucher in Fred POS Plus Store Manager

1. Go to Merchandising, then select Items, then look up the item created in Step 1.

   Click the Item Type column header. The search bar will then search via Item Type. Type V for Voucher.

   
   

2. Double-click to open each Voucher.
3. Under Voucher, click the search icon next to Linked Tender and link to Voucher tender set up in Step 2.
4. Select the Item can not be returned checkbox.
   
5. Click Save and close.

Step 4: Using vouchers in Fred POS Plus

4a: Selling a voucher

1. Search for Gift Voucher Item Card.

2. Select a voucher's serial number to sell. Select a voucher that is Available.

   Selecting a voucher that has been Sold will prompt you to add more money to the gift voucher

   
   

3. If prompted, tap Enter Price.
4. Complete transaction. Voucher serial will print on receipt with balance of voucher.
   

4b: Redeeming a voucher

1. When tendering a transaction, enter tender amount under the Voucher tender type.
   
2. Press Enter. Select matching voucher item card to redeem.
3. When prompted to verify voucher, enter the serial number of the sold voucher from the Number field.
4. Select the voucher.
   
5. Complete transaction. Receipt will print new details of tendered voucher including remaining balance of voucher.
   

4c: Check voucher balance

1. Log into Fred POS Plus.
2. Press CTRL+SHIFT+F3 to open Check Voucher Balance.
3. Enter serial number of the sold voucher.
4. Tap Details. A history of voucher transactions and current voucher balance displays.