Issue Gift Vouchers Against a Sales Bill

YouTube: How to Issue Gift Vouchers Against a Sales Bill?

How to Issue Gift Vouchers Against a Sales Bill?

In this tutorial, we will learn how to configure, issue, and redeem gift vouchers against a sales bill in Logic ERP, and how to track gift voucher usage in reports.

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Gift Voucher Configuration

• Navigate to Setup and then Setup Accounts.

• Open Setup Customer Database and then select "Setup Gift Vouchers"

• Define Gift Voucher Details

  • Enter the Gift Voucher Prefix

  • Specify the Voucher Number

  • Define the Voucher Amount

  • Select the relevant Account Name

  • Configure either:

    • Expiry Date, or

    • Validity (in days)

• Click Save to complete the configuration

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Viewing Created Gift Vouchers

To review or edit created gift vouchers:

• Go to the Edit Entry section

• Click Refresh

• The updated list of configured gift vouchers will be displayed

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Issuing Gift Voucher Against a Sales Bill

Now, let’s issue a gift voucher against a sales bill.

• Open Issue Gift Vouchers Against Sales Bill

• Select the Sales Bill against which the gift voucher is to be issued

• Choose a Retail Customer’s Sales Bill

• Enter the Gift Voucher Number and press "Tab key" to proceed.

• Click Save

The gift voucher is now successfully issued against the selected sales bill.

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Redeeming Gift Voucher During Billing

When the same customer visits again and makes a purchase:

• Open the Sales Bill window

• Click on Payment

• Select Gift Voucher as the payment mode

• Click Select Gift Voucher

Observation: The gift voucher issued against the customer’s earlier sales bill is available in the list.

• Select the Gift Voucher

• Click OK

The gift voucher amount (e.g., ₹200) is automatically adjusted against the bill total.

• Complete the payment for the remaining balance

• Save the sales bill

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Tracking Gift Voucher Usage in Reports

To verify the payment breakup:

• Navigate to Reports/Queries

• Select Sale Registers and open "Account Wise Daily Sale Report - Item Wise".

• Open the report for the relevant date

Result:

• The Gift Voucher Amount column shows ₹200

• The Cash Amount column shows the remaining balance received in cash

This confirms accurate accounting of multiple payment modes.

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Conclusion

This completes the Gift Voucher setup, issuance, and redemption process in Logic ERP, enabling efficient promotional management and accurate tracking of gift voucher usage during sales transactions.