Voucher Numbering Rules Tutorial

Voucher Numbering Rules define the format and sequence of voucher numbers for various channels such as Ecommerce, POS, Agent App, and Shopify.
It helps maintain unique and organized numbering across branches and business operations.

Back Office → Settings → Account → Voucher Numbering Rules

Step 1: Access Voucher Numbering Rules

Go to the Settings section in the Back Office menu.
Select the Account tab under Settings.
Click on Voucher Numbering Rules.
The list view displays:
- Created On
- Template
- Branch
- Channel
- Action (Edit/Delete)

Step 2: Create a New Voucher Rule

Click the ➕ Create Voucher Rule button on the top-right corner.
Fill out the following fields carefully:

Field	Description
Template	Define your voucher pattern. Example: `Shopify-SO-<RollingNumber>-SY`
User	Assign a specific user (optional).
Branch	Choose the applicable branch like Delhi NCR, Mumbai, Gurugram.
Channel	Select the channel such as POS, Ecart App, Shopify.
Customer Group	Specify a customer group if needed.
Priority	Lower number = higher rule priority.
Order Types	Select order types (ECommerce, POS, Purchase, etc.).

Step 3: Configure Rolling Number

In this section, you define how voucher numbers will increase automatically.

Setting	Description	Example
Number	Starting number in the sequence.	1
Total Length	Defines the total characters in voucher number.	5
Padding Character	The character used to fill empty spaces.	H
Padding Position	`0` = Left padding, `1` = Right padding.	0
Preview	Displays generated voucher format.	HHHHH1

Step 4: Save and Apply

Once all details are filled, click 💾 Save.
The voucher numbering rule will be applied for the selected Branch, Channel, and Order Type.

Example Setup

Template: Shopify-SO-<RollingNumber>-SY
Branch: Delhi NCR
Channel: Shopify
Order Types: ECommerce, POS
Rolling Number:

Start: 1
Total Length: 5
Padding Character: H
Padding Position: 0

Resulting Vouchers: Shopify-SO-HHHH1-SY Shopify-SO-HHHH2-SY Shopify-SO-HHHH3-SY