Data
As well as already familiar functions, such as Add, Change and Delete, the Data menu also offers Export.
The voucher partner's data can be exported as an Excel or CSV file. In addition, only the e-mail addresses can be exported.
If it is also possible in the online shop for voucher partners to book courses for their guests, once the access data for the shop have been recorded for the voucher partners, the access data can be uploaded and Data – Export – Export online shop; otherwise the voucher partners are not able to register in the shop.
Edit
It is possible in the Edit menu to search for and correct doublets.
It is possible that voucher partners have been installed in duplicate. The reasons for this are, for instance, names spelled differently or the entry of short names. These doublets can be highlighted and corrected. This is done by searching and selecting the entries to be corrected, right clicking on the entry to be retained and the clicking on Adjust doublet.
In this process the lines highlighted in red are retained and the blue lines are deleted. However, doing this loses important information e.g. sales reports on the deleted voucher partner. Therefore it is important that information still required is first allocated to the voucher partner, which is to be retained.
Search
Search for active voucher partners and Search for all voucher partners is located in the Search menu.
Numbers
The Numbers menu contains the voucher areas for the voucher partners.
Free Spaces list all the voucher partners with stored voucher areas, in which free ticket numbers are still available.
Using Add number it is possible to enter a further voucher area for the selected voucher partner.
Change Number can be used to change the existing voucher areas for the selected voucher partner.
Delete Number removes the selected voucher area from the highlighted voucher partner.
List voucher partner creates a list of all the active voucher partners with address, telephone number and discount.
List contact persons creates a list of all the active voucher partners with the contact person and their address and telephone number.
Labels ZF3481 prints the name and address for each active voucher partner.
The Voucher Listing… creates for all voucher partners in a freely definable period a list of which voucher partners have sold which courses on which day, as well as the number of courses sold - the individual price and total price.
The Check list provides an overview of the individuals and total bookings per voucher partner. The list is sorted according to voucher partner and under the latter lists the course, together with date, participants and price. This includes a total sales overview, which is divided according to course type or item. The period of time, with which the list should be concerned, is freely definable.
Communication
It is possible to send e-mails to voucher partners, make calls and access correspondence via the Communication menu.
Insert new voucher partners/ change voucher partners
Enter the available data into the data fields in the Definition tab. It is important that the Voucher Partner and No. fields are filled out. The voucher numbers cannot be allocated in duplicate.
This is where a fixed discount for each voucher partner can be entered.
The fields User and Password are required for the online shop. This is where the access data for every voucher partner, which may book courses through the shop, are entered.
To save the new voucher partner, click on the symbol.
In order to change an existing voucher partner, the voucher partner must be selected by clicking on it in the list mentioned. This inputs all the available date into the fields.
The required data are now changed and the change is confirmed by clicking on the symbol.
Existing voucher partners can be deleted only if no tickets have been sold via these voucher partners.
Apart from this, there is the possibility of setting the voucher partner to inactive. To do this the required voucher partner is selected by double clicking on it and the tick next to Active is removed and then saved with the symbol.
Inactive voucher partners are displayed once more by searching with the magnifying glass; these then have a yellow background.
Voucher range
It is possible to create a voucher area for the selected voucher partner in this tab. This is required, when, for instance, voucher partners sell items by means of a ticket block. The tickets sold are then allocated directly to the voucher partner by scanning them in.
In the Voucher range tab it is recorded which number ranges are allocated to a voucher partner. A new voucher area can be added, changed or deleted with the right mouse button.
When they are being entered, if the voucher number ranges should overlap with other entries, an error message appears.
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