Purchase vouchers online

See also processing vouchers at point of sale.

Voucher purchasing process

Online voucher purchase

1. A customer adds a voucher product to their cart.
2. They nominate the amount of the voucher as part of the checkout process.
3. They provide payment details and check out.
4. An order is created in Salesforce, ready for fulfilment.

Voucher fulfilment

1. Receive and process the order in Salesforce.
2. Confirm payment has been received in full.
3. Change the Order Status to Activated (this is automated by a predefined trigger for virtual vouchers). If the store’s Deliver Vouchers At Order Status field is set, use that status instead. See Configure your store to use vouchers.
4. Once the order reaches that status, StoreConnect:
   • Automatically creates a voucher record
   • Sets the opening balance to match the order item price
   • Links the voucher to the order item
   • Copies the usage and email template settings from the product
   • Generates a unique voucher code
   • Emails the voucher to the recipient
5. If the product is physical, prepare the voucher for shipping.
6. (Optional) Verify the voucher was created by checking the Related list on the Order record.