Value Packages and Discount Coupons
Available on: Desktop · Web · Phone
A value based package is an amount the client spends on any services — for example, pay ₹10,000 and get ₹1,000 free, so ₹11,000 to spend. Services are paid for from it by adding them to the package. Any amount the client will not use can be turned into a discount coupon.
Value based packages are set up in Setup Package and sold in Customer Packages.
Using a value package when booking
When you add a service from the services list in Create Appointment for a client who has a value package with money left, you are asked "Pending Value Based Packages exist.. Add Service to existing Package...". Choose No to book the service the normal way, without the package. Choose Yes to pay for it from the package:
Pick the stylist. The Add Service to Value Package window opens.
Service to add shows the service and its price. The list shows only the client's value packages that still have money pending (expired ones are hidden when Hide Expired Packages is on) — Package ID, Package Name, Basic Value, Scheme Value, Total Value, In Use, Pending and Expiry.
Pick the package and click Add Service. You are asked "Add … ( … ) to Package ID: …", with the service, its price and the package filled in — choose Yes. The price is the chosen stylist's rate for the service, or the service's normal rate if the stylist has none. It is added to the package's In Use amount and taken off Pending.
Create Appointment switches to the client's Packages list, where the service now appears. Pick it, click Add Service, and choose the stylist and time to book it.
If the service costs more than what is pending: with Do Not add service in Package if service amount > package pending amount ticked in Configuration, it is refused ("Cannot continue...Pending Package Amount is : … and Service Cost is …"). Otherwise you are asked "Pending Package Amount is : … and Service Cost is …. Add Service?" (No is the default). If you choose Yes, the full price is added to In Use and the extra over the pending amount is left to be billed.
Remove from Package in Create Appointment takes a service that has not been booked yet back out of a value package, and its price goes back to Pending. You are asked "Remove … from …", with the service and the package filled in. A service already booked cannot be removed ("This service is in use... Cannot allow deletion."), and only value packages allow this.
Example. Meena paid ₹10,000 for a value package with ₹1,000 free — ₹11,000 in all. She wants a facial; Anita's rate for it is ₹2,500. Add the facial, answer Yes, pick Anita, pick Meena's package in Add Service to Value Package, click Add Service and answer Yes. Her package now shows ₹2,500 In Use and ₹8,500 Pending. In the Packages list, pick the facial and Add Service to book it.
Discount coupons
A client who will not use what is left on a value package can have it turned into a discount coupon — a coupon for that amount, which can be used later.
In Configuration, tick Allow Discount Coupon Creation for pending package amount and set the Coupon Prefix, Coupon Expire Days and Max Pending Amount. Max Pending Amount is the largest coupon allowed — a larger amount is refused with "Coupon Amount can not be greater than …". Left at 0, it refuses every coupon.
Select the package and click Discount Coupon (shown only when coupon creation is turned on), in Customer Packages or in Add Service to Value Package. From Customer Packages, the package must have been paid for ("Direct Payment against Package not done... Cannot continue..."), must have money pending ("No Pending amount in this package... Cannot continue...") and must be value based ("Package should be value based... Cannot continue...").
The Create Discount Coupon window shows the Package, the Package Amount (total value, including the free part), the Amount Used, the Coupon Amount (Package Amount minus Amount Used), the Expire Date (today plus Coupon Expire Days) and the Customer Name.
Click Create Coupon and answer Yes to "Are you sure to create discount coupon". You see "… Coupon Created Successfully", starting with the coupon's barcode, and the Coupon Barcode box shows the code. The package is marked fully used — In Use becomes its full value and Pending becomes 0.
With Link With Customer ticked, the client's membership series and number are recorded on the coupon.
Example. Meena is moving abroad with ₹1,200 left on her value package. With Coupon Prefix GV, Coupon Expire Days 90 and Max Pending Amount 5000, select her package, click Discount Coupon and Create Coupon, and answer Yes: she gets a ₹1,200 coupon numbered with the next GV number, with a barcode starting GV, valid for 90 days from today. Her package now shows nothing pending.
On the web
Both windows are also available on the web.