Create Gift Voucher Offer

    Content of this article

    1. Preliminary Remarks
    2. Create a Gift Voucher Offer

    1. Preliminary Remarks

    A gift voucher offer is a sales offer for a voucher code and uses a template for gift vouchers to generate a pdf voucher.
    • The voucher code is automatically printed on the PDF voucher.
    • The PDF voucher is sent to the purchaser by email.
    • The mail template Voucher Purchase is used for dispatch.

    Note: The additional offer type Voucher redemption, which was required until April 2024, has been discontinued with version B.3.2414.0 of the merchant backend.

    2. Create a Gift Voucher Offer

    The following describes how a voucher offer can be created.
    The articles for creating Templates for Gift Vouchers and the notes regarding Limitations of possible offer types for voucher offers are also important.

    Starting the offer creation
    • Open the Products menu item.
    • Open the Offers sub item.
    • Click on + Create Offer.
    • In the Gift Voucher area in the Gift Voucher tile, click on Create.

    Internal data & checkout texts
    • Enter Internal Title* for the internal offer designation (not displayed to customers).
    • Optionally, select a folder in the folder structure.
    • Enter a public designation for the offer in the Offer* field (displayed to customers).
    • Enter and format Legal advice* for the gift voucher. This data is displayed to customers in the checkout.
    • The Description and Summary fields can be used to display more information to the customer during checkout (optional).

    Functional connections
    • Select a previously created Access right*, or create a new access right by clicking on the + button.
    • Select a previously created Price Sheet*, or create a new price sheet by clicking on the + button.
    • Connect a Content Offer. This offer is activated for the voucher recipient when they redeem the voucher.

      Note: The offer selection is filtered. For the redemption only certain offers can be used.
    • Select a previously created Template for Gift Vouchers for generating a PDF voucher in the Linked template drop-down menu.

    Validity
    These settings determine how long the purchased voucher code will be valid.
    • Unlimited offers redemption without an end date. The voucher code never expires.
    • Fixed period defines a period from the purchase of the voucher. The default value is 3 years. The available units are days, weeks, months and years. The voucher code can no longer be redeemed after the specified period has expired.
    Bookkeeping and Taxes
    In this area, objects from the Accounting menu item can be connected. The data is required to enable bookkeeping data exports by plenigo.
    • Select a previously created Ledger.
    • Select a previously created Cost Center.

    External Management
    As default, all offers are managed and accounted by plenigo.
    • Optionally, activate the function Externally invoiced.


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