Personalized vouchers + remaining balance management

Installation

• Open Plugin Manager via Settings > System > Plugins.
• Upload, install and activate the plugin.

Plugin configuration

• Sales channel
  Select the sales channels for which the voucher functions should be active.
• Display voucher code entry on the order confirmation page
  Activates an input field where the customer can enter a voucher code
• Allow multiple use of the same promotion with different individual codes
  If activated, customers can redeem multiple individual voucher codes from the same promotion in their shopping basket. 
• Maximum number of vouchers per email
  If more vouchers are ordered than specified here, the system will send multiple emails.
• Display remaining voucher values on the account overview page
  Options for displaying or hiding remaining values in the customer account

Create discount

Marketing > Discounts & Promotions > Create Promotion

• Set the name, priority, validity and usage limits as usual.
• Under Promotion codes, select the promotion code type Individual promotion codes.
• Generate codes automatically or add them manually.
• Specify whether remaining values can continue to be used or expire.
• Define the desired discount under the ‘Discounts’ tab.

Create voucher product

Catalogues > Products > Create product

• Create voucher as a normal product (this product serves as a ‘purchase voucher’ display in the front end)
• Product price must correspond to the voucher value.
• Assign the desired voucher under Purchase voucher.

Create voucher

Settings > Extensions > Purchase vouchers > Purchase vouchers > Create voucher

Basic settings

• Internal ID
  Unique technical name of the voucher
• Internal name
  Name for the admin area
• Active
  Switches the voucher on or off
• Priority
  Determines the order when multiple vouchers are available.
• File name
  Generated automatically (e.g. 10001_0194f3b12fba720eaf9a7be7bbe69f02.pdf). Optionally, a prefix and/or suffix can be added.

Motifs

Several motifs can be stored for each voucher, which the customer can select in the front end:

• Internal ID: technical identifier
• Internal name: name in the admin area
• Name for display: visible motif name in the front end
• Active: controls whether the motif is available
• The background image, page format, design and positioning of the voucher code and greeting message can be specified individually for each motif.

Assignment to voucher discount promotion

• Select voucher discount promotion
  Only discount promotions that use the promotion type ‘Individual promotion codes’ are displayed.
• Code pattern
  Defines the format of the automatically generated voucher codes.

Assignment to products

Select one or more products for which the voucher will be sold in the frontend

Manage vouchers in the admin

Settings > Extensions > Purchase vouchers > Generated vouchers

The overview displays the following:

• PDF file of the voucher
• Order
• Customer
• Assigned discount promotion
• Individual voucher code
• Remaining value
• Creation date

Residual value management

If a voucher is only partially redeemed, the following happens:

• The remaining amount is calculated automatically
• The residual value is credited to the existing voucher code
• The code can continue to be used for future orders
• The remaining balance is displayed in the shopping basket when the voucher is redeemed.
• Optionally, remaining voucher balances can also be displayed in the customer account.
• If the additional field is activated in the discount promotion, residual values can expire automatically