Create, Modify, and View a Voucher

The Voucher functionality in SapphireOne allows you to manage vouchers offered to clients, ensuring accurate tracking and redemption of vouchers.

Creating a new Voucher Record

1. Navigate to Inventory > Manager > Inquiry and then select the Voucher item. SapphireOne will display the Voucher list screen displaying a list of Voucher items already in the data file
2. Click on the New, blue + button and the New Voucher Details screen will be displayed. Enter data into the necessary fields as required:
   • Voucher Name – Enter a unique name for this new Voucher record.
   • Details – Provide relevant details about this new Voucher record.
3. Click on the green tick on the main toolbar to create this new Voucher record.

Modifying an existing Voucher Record

1. Navigate to Inventory > Manager > Inquiry and then select the Voucher item. SapphireOne will display the Voucher list screen.
2. Select the Voucher record that you wish to modify.
3. Click on the Modify button on the main toolbar and the Voucher Details screen will be displayed.
4. Make the necessary modification or changes.
5. Click on the green tick on the main toolbar to save the Voucher records changes or modifications.

Viewing an existing Voucher Record

1. Navigate to Inventory > Manager > Inquiry and then select the Voucher item. SapphireOne will display the Voucher list screen.
2. Select the Voucher record that you wish to view.
3. Click on the View button on the main toolbar and the Voucher Details screen will be displayed.

For detailed insights, please refer to our comprehensive article on Inventory > Manager > Voucher.