Discount voucher

A discount voucher is a voucher with a unique code which gives entitlement to a discount percentage when it is cashed in. The contact cashes in the voucher when enrolling for a course and can see straight away what discount they are given.

Description

Using discount vouchers, you can give your sales contacts discounts on courses in a structured way: you know which discount vouchers you have given to which sales contacts, and you know which contacts have used them.

You can use discount vouchers for courses in Profit and in OutSite. You add a discount voucher for an item, article group or price group. The voucher has a start and end date, and a discount percentage.

A discount voucher comprises several unique, automatically generated voucher codes.

You add a discount voucher that is valid for one or more course, or for all of them. For this, Profit generates unique voucher codes. You distribute these to potential participants. When a participant registers, he/she enters the code. Profit offsets the discount directly against the outstanding invoice amount. The invoice automatically takes into account the discount cashed in using the voucher code.

A voucher discount is a line discount at the highest level for a sales contact. That means that if the sales contact uses a discount via discount vouchers, other discounts, such as a price discount, promotional prices and price per debtor, no longer apply.

When distributing voucher codes, you can use the supplied Discount voucher (Profit) report.

Preparation

• Configure discount vouchers

Procedure

• Add discount vouchers with voucher codes

  You add a discount voucher for an item, article group or price group. Profit immediately generates the voucher codes.

• Add voucher codes manually

  When adding discount vouchers, you can specify that Profit must generate voucher codes immediately, but you can also add them manually to the discount voucher properties afterwards.

• Issue voucher codes manually

  If a voucher code hasIssued as its status, it means that it has been distributed to a sales contact, for instance. You can register voucher codes as Issued as soon as you add them, but you also issue them manually.

• Distribute voucher codes

  You have to personally distribute voucher codes with Issued as their status. There are several ways to do this. You should preferably do this using a dossier item because you can then find the distribution in the dossier.

• Delete voucher codes from discount vouchers

  You can delete voucher codes.

• Register a participant using a voucher code

  A participant can register for an event and cash in a voucher code when doing so. Profit then automatically adjusts the price of the event/course. You can register the participant in Profit but participants can also register themselves using OutSite.

• Transfer participants registered with voucher codes

  Once a participant is registered, you can transfer the participant in Profit. The voucher code will then be copied across too.

• Change/delete a participant’s voucher code

  If necessary, view and change or delete the voucher code that a participant has cashed in.

• View received voucher codes for each discount voucher

  Check the progress of all voucher codes for a discount voucher to see how many voucher codes have been issued and how many of these have been received.

• Invoicing with discount vouchers

  Profit includes the voucher discount directly when invoicing the course to the course participant.

• Delete a discount voucher

  You can only delete a discount voucher if it does not contain any issued voucher codes.