How Do I Manually Assign a Voucher?

Manually Assigning Vouchers

You may want to manually assign a voucher to a customer. Typically this is done as a compensation for a mistake staff may have made in store or to appease an irate customer or just random customer appreciation. However the reason why you would want to assign a voucher manually is completely up to you

Step 1: Make sure the voucher is able to be assigned manually

Vouchers must be designated as manually issuable and this setting is off by default. If you're unsure the voucher you have in mind can be issued manually go and edit the voucher.

1. From portal.tapmango.com select 'vouchers' on the right hand side (desktop) or from the drop menu (mobile) 
2. Select 'edit' for the voucher you want'
3. Under the 'restrictions' tab select 'can be issued manually' 
4. Submit

If you need to create a voucher or would like a more detailed explanation see our How do I Create a Voucher? guide

Step 2: Make sure the user that will be issuing the voucher is not restricted to assign vouchers manually

If you are having your staff assign vouchers on your behalf these accounts may have restrictions placed on them from being able to do so. You'll want to ensure that the user is able to do so.

1. From portal.tapmango.com select 'settings' then 'users' on the right hand side (desktop) or from the drop menu (mobile) 
2. Find the user you want to review and select 'edit' 
3. Scroll down to the 'Access Restrictions' section and ensure Disable Voucher Assignment (Portal & Tablet) is unchecked

If you want to create a new user or would like a more detailed explanation see our How do I edit or add additional Users? guide as well as our User Roles and Restrictions Explained guide.

Step 3: Assigning the voucher manually

Vouchers can be assigned manually via the tapmango portal or tablet.

Note: Unlike when vouchers are assigned from aa campaign manual vouchers do not have a set expiration date unless the voucher itself was designated an expiration date on create/edited to have an expiration date.

Via the TapMango Tablet

1. Have a customer be checked into the TapMango tablet
2. Bring the tablet to the cashier/admin side by flipping the tablet on the stand (note: you may also have a dedicated admin tablet and not need to flip)
3. If a customer was not checked in you may also search for one now
4. Once a customer has been brought up select 'rewards' 
   
5. Select 'issue voucher'
   
6. Select the voucher you wanted to assigned from the list and confirm
   
   
7. Now the customer has the voucher on their account

Via the TapMango Portal

1. Navigate to portal.tapmango.com and select 'customers' then 'customer list'
   
2. Search for the customer you wish, then select the customer's name from the list
   
3. Select 'assign voucher'
   
4. Select the quantity to assign (default is one) and select the 'assign' button and confirm
   
5. The customer should now be assigned the voucher

Additional Questions?

As always, if you have any additional questions that isn't covered in this guide do not hesitate to contact us and we'll be happy to help.