Overview
The "Custom Info" component allows Organizations and Operators to add extra information about the individual Voucher Setup.
This information is not mandatory but can be used for Reporting purposes or for the Organization's knowledge.
Prerequisites
- To access Voucher Setup features, the applicable Operator Privileges will need to be enabled
- Promotions: "Maintain Voucher Setups" Flag
- Promotions: "Issues/Edit Vouchers " Flag
- Promotions: "View Voucher Custom Info " Flag
- Promotions: "Edit Voucher Custom Info " Flag
- Marketing & Promotions Tab
Getting Started
- "Custom Info" for Voucher Setup can be accessed via the button located below the Voucher Details Section in the Voucher Setup
- Once the button is clicked, it will open up a new window that displays all the extra information (or may be left blank if none have been configured yet)
- This information is in the format of Flags, Numbers, Dates and Text Fields
Maintaining Custom Fields
- The Custom Info window contains Optional Fields which can be Edited to suit an Organization's needs and/or preferences
- Begin by clicking on the Edit Custom Fields button in the bottom left corner which will open a Custom Fields edit window
- Click within the Field Names to Enter information
- After the fields are added, the information can be Viewed and Edited in the Custom Info tab for the individual Voucher Setup
Note: The Custom Fields Columns can be added to the View of the Voucher Summary Report.