Voucher Management

To purchase vouchers:

• An active Contact with an active Contact Affiliation record to an active Account in the system
• Contact Affiliation should have a related Account Portal Role record, where the "Make Voucher Purchase" option is set to Yes.

To have a voucher purchased for you:

• An active Contact with an active Contact Affiliation record to an active Account in the system.

To have a Product that can have vouchers purchased:

Not every Product in your system will appear as available for voucher purchase, nor will you want to! You will need:

• Active Products that are set up completely and published to the portal, where "Display in Voucher Wizard" = Yes.
  • Products should have corresponding price list records with at least one account-based price list that the voucher purchaser is eligible for.

1. As a Contact with the "Voucher Purchase" Account Portal Role, access the Portal by logging in or impersonation.
2. On the Portal home page, there will be your Account management tile with a "Voucher Purchase" link displayed.

Note: The "Voucher Purchase" link text is configurable. You can set this to a different value by going to the Web Element Designer.

3. Clicking the Manage Vouchers link will take you to the Voucher Management page (~/Voucher/Manage.aspx.)
4. On the Voucher Management page, you will see:
   1. A table of any Paid Vouchers
   2. A "Purchase Vouchers" button
   3. A table of any Fully Redeemed Vouchers
5. Click on the "Purchase Vouchers" button and see:
   1. A list of all Contacts who have a contact affiliation with the Account are displayed (the roster members) - this table will show their full name and emails, with a checkbox to select if they should have a voucher purchased for them.
      1. You can also use the "select all" checkbox to select all of the roster members, in the event a voucher should be purchased for all of them.
   2. A "Number of Unassigned Vouchers" field
   3. An "Add Product" field to type in the name of products that a voucher should be purchased for.
   4. A "Cancel" and "Continue" button.
6. When you select roster members and start to enter the name of the product to generate a voucher for, the product will display in the dropdown.
   1. If you search for a product that is set not to appear in the voucher list, it will not appear in the dropdown.
   2. You can purchase multiple products at once during a single session.
      1. NOTE: If multiple products are purchased in a single voucher session, roster members must redeem those products in the same cart session. If staff want to allow members to redeem the products in separate sessions, separate vouchers should be purchased.

7. Canceling the process will take you back to the portal home page.
   1. When a contact is selected (or at least 1 Unassigned Voucher) and a product is added, staff can then continue to the Voucher Purchase Summary page.
8. You are taken to the Voucher Purchase Summary page, displaying the list of roster members and the products selected.
9. If you need to go back, select "Back" and you are returned back to the Voucher Purchase page with all information still selected.
10. On the summary page you can then "Add to Cart".
11. The Cart now contains a "Voucher Purchase" with the total amount of Products and the list of Contacts that will receive vouchers.

1. This will be where you can checkout and enter all payment details until reaching the receipt page.
   1. On all pages, the Voucher Purchase will consistently show the selected products, the selected Contacts (if any), and the correct amount - the quantity of products should be 1:1 with number of contacts.

1. In CRM, on the Contact record, there is a related "Voucher Purchase" record.
   1. There is a corresponding Voucher Purchase record generated for the portal purchase

The Voucher Purchase record contains the following:

• Name - The Account name + the Voucher Purchaser + Date purchased
• Account (On Behalf Of) - The Account that the voucher manager and the roster members are affiliated with.
• Contact (Paid By) - lookup, the Contact that paid for the voucher purchase.
• Order - lookup, populated with the appropriate Order - this should be Fulfilled and contain the correct Product and Amount information, as well as a lookup back to the Voucher Purchase.
• Products subgrid contains the appropriate product records selected.
• Coupons subgrid contains the coupon records generated, and the list of contacts that have the coupon assigned to them.
• Voucher Purchase status/reason is Active/Paid (as no Contact has redeemed the Voucher yet).

Once checked out, back on the home page, staff can view the paid vouchers from the Manage Vouchers hyperlink. There is also an “Assign” and “Unassign” link displayed, since there are vouchers that have already been assigned (and therefore can be unassigned), as well as vouchers that are not already assigned (and therefore can be assigned).

When a voucher manager wants to unassign a voucher, they can use that action to remove the voucher from the contact to which it has been assigned. Note: you cannot unassign a voucher that has already been redeemed!

Once the voucher has been unassigned, the grid will update to reflect the change and now only the Assign action should display.

To assign, voucher managers can click the Assign action and complete the assignment to the roster member of their choosing. 

When a contact has a voucher purchased for them, they can redeem this voucher on the portal by adding the voucher products to the cart. In this example, the voucher manager has purchased a voucher for the certification application fee and the cobalt tee shirt. 

When the contact is on the portal, and only one of the product (the certification application fee) is in the cart, the cart still shows the full price of the Product added, since not all voucher products are present in the cart.

Once the second voucher product is added to the cart, the cart now applies the discount automatically. Prices will update to display as $0.00, and on the right side, the page indicates a coupon was applied (this coupon code will be obfuscated but should say it is for the Contact - Voucher Coupon).

When checking out, the user is not asked to enter payment information, and is taken to the receipt page.

In CRM, the Voucher Purchase record has deactivated as Inactive/Full Redeemed once all voucher purchases have been used by contacts.

From the Manage Vouchers page, the voucher managers will see that the voucher has now updated to Redeemed.