To make your voucher offering available online and for internal issuance, new vouchers must be created in the system. The easiest way is to copy an existing voucher and then adjust the texts and price for the new voucher.

Process

Step 1: Copying a Sample Voucher 

1. In the menu, go to "Products & Content" and click on Products & Categories.
2. Find a similar, existing voucher and click on the Copy icon in the "Actions" column on the right.
3. The "Copy to" menu will open. Here, select the folder (category) where the voucher should be copied and choose the copy method "Duplicate".

Step 2: Adjusting the Copied Voucher

1. Open the copied voucher by clicking on the voucher title.
2. Depending on the voucher structure, adjust the voucher price in either the "General Settings" tab or the "Additional Services" tab. 
3. Scroll down in the "General Settings" tab and replace the Product Image 2 (see image). This is the header image for the voucher overview page.
4. If tax rates are used in the system, the tax class can be adjusted here.
5. Switch to the "German" tab and update all relevant texts, such as product name, product description, short description, voucher services, and dedication text.
6. Scroll down in the "German" tab and click on Save.

Multilingual Support: If your system supports multiple languages, click on the flag tab. This will open the tabs for other languages. You must enter and maintain the texts and templates separately for each language. 

Note: A guide on how to change prices can be found in this article. 

Warning: Do not paste texts directly, as this may result in incorrect formatting. Instead, paste texts into the source code view.

Step 3: Uploading/Editing Voucher Templates (Optional)

If the new voucher requires different templates than the copied voucher, you can upload new ones:

A detailed guide on inserting and changing voucher templates can be found in these articles: Reordering and Hiding Templates and Adding a New Voucher Template.

1. Scroll down in the "German" tab and click on Select File.
2. After uploading the templates, define the "Display Order". If templates are grouped in a themed slider, the theme can be selected here.
3. Scroll down and click on Save .

Step 4: Review and Publish

1. Review the voucher in the preview and then click on "Use Preview as Product Image". This will also update "Product Image 1" for the preview.
2. On the overview page, activate the voucher for online sales (toggle "Online Sales Status") and for internal voucher issuance (toggle "RM-Module") by switching them to green. The "TOP" toggle can be used to feature the voucher as a recommendation on the homepage.

Attention with Accounting Interfaces: If you see the "Accounting" tab, it means that accounts for accounting have been set up in your system. Check whether the correct accounts are assigned for the booking of the new voucher. If necessary, compare the booking settings with those of a similar existing voucher.

Details of the Fields to Be Filled

Below, we explain where the data entered in the administration area is displayed:

1. Product Name: Name of the voucher 
2. Product Description: This text appears on the voucher’s detail page for the customer. Formatting is automatically defined and should be used sparingly (e.g., do not manually set the font).
3. Short Description: This text appears on the overview pages in the webshop and in the recommendation slider. Keep this text short and concise. You can list the key features and benefits of each voucher. 
4. Suggested Dedication Text: Placeholder for customer text (can be adopted by the customer or replaced with a personal message).
5. Services: Text printed directly on the voucher. To maintain formatting, make changes by manually rewriting the text (do not copy-paste).
6. Voucher Templates: Area for inserting and swapping voucher templates and defining their order.

Attention: Browser Cache: If you replace voucher templates and the changes are not reflected in the voucher shop, it is often due to the browser cache. Reload the page with Ctrl+R. If the new images are still not displayed, clear the cache using the shortcut Ctrl+Shift+Delete and select the option "Delete cached images." Then, reload the page.