Voucher Inquiry Overview
A Voucher, also commonly referred to as a Gift Card, Gift Certificate or Gift Token, is a prepaid money voucher with a chosen stored value. It is usually issued by a retailer or organisation to be used as an alternative to cash for purchasing of goods or services. Vouchers may be distributed by retailers as part of a promotional strategy to encourage customers to come transact online or in store. Vouchers are usually only redeemable for purchases at the relevant business, premise or organisation.
The Voucher Inquiry screen within SapphireOne Inventory Manager Mode allows the user to create unique Vouchers based on their requirements. Vouchers may be activated and have any expiry date set as required. The Voucher will contain detailed information about the transaction, including the payee details, the amount of the Voucher, a description and more.
When opening the Voucher Inquiry screen, the Vouchers are initially listed in order of entry with the most recently dated at the top. You can change the sort order by simply clicking on any of the column headings. You can also change the selected column by re-clicking the column heading to change it from ascending to descending, or vice versa.
You can also adjust the order of the columns by clicking on the column and dragging to the left or right. Like other List Windows in SapphireOne, you can re-organise the information displayed by highlighting and using functions from the Options Menu.
To obtain full details for the Voucher you can Look 
by selecting a single line or a group and then selecting Look . To Modify 
a Voucher you can double click on the item or you can click on the Voucher once and select the Modify icon or use the keyboard shortcut. Both screens look the same but only by selecting Modify can you amend the data. To create a new Voucher, click on the New 
icon.
In SapphireOne, all inquiry screens provide the option for customisation of the displayed item list. The feature, called Custom Inquiry, lets users choose the data fields to be shown and the sequence of data columns across the screen. The user can save infinite custom views. While a client list is used as an example to follow, any inquiry type can be customised in SapphireOne.
The Standard Inquiry Screen
The Standard Inquiry Screen in SapphireOne provides a foundational view of data, presenting a set of column fields for each record. This screen is designed to offer a straightforward and efficient way to access and review essential information.
The list above represents the standard inquiry list, displaying a fundamental set of data fields for each client record and includes two buttons as follows:
- Swap to Custom Inquiry – When the user selects the ‘Swap to Custom Inquiry’ button in the lower left-hand corner of the screen, SapphireOne will display the default Custom Inquiry Screen, which is documented below.
- Show/Hide Audit Lines – Toggle the Audit lines panel open. This panel will display at the bottom of the Inquiry screen, benefiting workflow by providing an immediate view of the critical details for a selected line.
The Custom Inquiry Screen
When the user selects the ‘Swap to Custom Inquiry’ button from the Standard Inquiry, SapphireOne will display the default Custom Inquiry Screen, as shown below. This screen provides the user with a customisable view of the data set, which is maintained per user and for each particular inquiry.
The options available from the Custom Inquiry Screen are as follows:
- Swap to Standard Inquiry – Return the view to a standard Inquiry.
- Method List Box – This list box, in conjunction with the adjacent operator list box, allows for calculations to be performed across all rows of the displayed data. The results are displayed adjacent to the operator list box.
- Operator List Box – Select an operator to apply to the method selected using the method list box.
- Setup Button – The Setup button will open a modal screen with functionality to customise the Custom Inquiry, as documented in the following section.
- Export Button – Open the data set in CSV format in the devices default spreadsheet application.
The Custom Inquiry Setup Screen
The Custom Inquiry setup screen allows for the customisation of the data view, which is maintained per user and for each particular inquiry. Once the user has customised the Custom Inquiry screen, the screen view will be maintained in subsequent sessions and is unique to the current user account. This screen also provides the option to select and save an unlimited number of custom views per user.
The Custom Inquiry setup screen provides the following functionality:
- Favourite Sets – This option enables the user to save a custom-created screen for future use. For instance, the user can have a simple Inquiry screen for general use and a more complex screen view when auditing specific information.
- Row Height – Adjust the table row height to the users preference.
- Show Related Record – This option allows the user to add related fields from other tables. By ticking the Show Related checkbox at the top of the screen, the user can select a related record, and a view of that related record for the chosen entry will be displayed for that currently selected record. The user will need to select the fields to be displayed.
- Reset to Default – Reset the display to the default view configuration as established by SapphireOne.
The Custom Inquiry setup screen provides the user with two main options for organising the data displayed:
- To remove or relocate a column – Right-click on the column lines and choose from Delete, Move Left, or Move Right.
- To add a column – Locate the desired data set in the list and double-click on it to add it to the custom view as a new column. Edit the location as described above if required. Almost every field within the SapphireOne data tables can be included in the Custom List screen, provided the user has the necessary authorisation.
Customising inquiry screens in SapphireOne allows for a tailored data view that meets the users specific needs. By leveraging the Custom Inquiry feature, the user can enhance their workflow efficiency and ensure that critical information is readily accessible.
Details Page
Details Area
- Sequence – SapphireOne will automatically generate a unique sequence number for the Voucher.
- Serial – SapphireOne will generate a unique Serial number for the Voucher.
- New Button – Select the New button to generate a new unique Serial number for the voucher.
- Company – Enter the company ID that the Voucher is linked to. The light blue fields are searchable and the user can search for the Company ID by entering ‘@’ or ‘?’ symbols into the field.
- Inventory – Enter the Inventory ID that the Voucher is linked to. The light blue fields are searchable and the user can search for the Company ID by entering ‘@’ or ‘?’ symbols into the field.
- Client – Enter the Client ID that the Voucher is linked to. The light blue fields are searchable and the user can search for the Company ID by entering ‘@’ or ‘?’ symbols into the field.
- Value – Enter the total dollar value of the Voucher.
- Balance – SapphireOne will automatically calculate the total remaining Balance of the Voucher.
- Status – SapphireOne will automatically display the status of the Voucher.
- Created – SapphireOne will automatically enter the date the Voucher was created.
- Activated – Enter the date the Voucher will become active. Click on the underlined heading to select a date from the SapphireOne Calendar.
- Expiry – Enter the date the Voucher will expire. Select on the underlined heading to select a date from the SapphireOne Calendar.
Transactions Area
The Transaction Area automatically records any transactions made against the Voucher.
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