Managing issued vouchers on the Voucher Platform is designed to be user-friendly, allowing organisations to keep track of their distributed vouchers efficiently. Below is a detailed guide on how to navigate and manage your issued vouchers effectively:
Guide to Managing Issued Vouchers
Accessing Issued Vouchers
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Navigate to Management: Begin by clicking on 'Manage Vouchers' in the top navigation bar of the Voucher Platform. This will lead you to a comprehensive dashboard of your voucher activities.
- Overview of Issued Vouchers: To view a detailed list of the vouchers you have issued, click on 'Issued Vouchers'. This section provides a consolidated view of all vouchers, categorised by product type, for ease of management.
Utilising Filters and Managing Vouchers
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Filtering Vouchers: Utilise the filter option at the top of the page to narrow down the list to the vouchers of interest based on their current status or product type. This feature helps in quickly finding the relevant vouchers you wish to manage.
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Updating Cancellation Date: Each voucher has an automatic cancellation date, which you can update by clicking on 'Update'. This option allows you to extend or shorten a voucher's validity per your requirements.
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Retracting Vouchers: Select' Retract' if you need to cancel a voucher. Retracted vouchers are automatically returned to your balance and become available for reissuance. This feature ensures that unused vouchers can be efficiently redistributed without loss.
Exporting and Issuing New Vouchers
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Downloading Voucher Lists: For record-keeping or further analysis, you can download a .CSV file containing all your issued vouchers by clicking on 'Download list'. This file will include detailed information about each voucher, aiding in comprehensive management.
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Issuing New Vouchers: To issue new vouchers to additional recipients, click 'Issue Vouchers'. This action redirects you to the issuance process, where you can select vouchers, set cancellation dates, and choose recipients as described.
This streamlined process ensures that you can effectively manage your issued vouchers, keep track of their statuses, and optimise their usage across your organisation, all within the Voucher Platform's intuitive interface.