Assign merchant to voucher

After vouchers have been generated, they need to be associated with participating merchants in order for customers to claim or redeem. There are 2 available methods to add merchants.

In order to assign participating merchant to vouchers, merchant must first exist in Avalon.

Merchant is also termed as organisation in Avalon.

Scenario 1 - Merchant already exists in Avalon

  1. Go to UPlay contents > Vouchers.

  2. Input a keyword into Keywords textbox and click Search button.

  3. At Results table, click ID to view contents.

  1. There are 2 tabs available - Merchant and Voucher Redemption.

  1. At Merchant tab, click Tools icon and select +New to add participating merchant(s). Voucher merchant edit screen will appear.

  1. At Voucher merchant edit screen, input relevant data.

Voucher merchant edit window
Field Name
Description

Title

Title or name of voucher to the merchant

Merchant *

Participating merchant must exist within Avalon.

(a) If merchant exist, search and select the participating merchant.

(b) If merchant does not exist, check out Scenario 2 to learn how to create new merchant.

Details

Description or notes to the merchant.

  1. At field Merchant, click Search icon. Organisation selector screen will appear.

  2. Input keyword into Keywords textbox and click Search button. If you are unsure, you can input asterisk (*) to list out all organisations.

  1. Select your preferred merchant. Click OK button to add. Organisation selector screen will close.

  2. Return to Merchant tab, selected merchant has been added.


Scenario 2 - Merchant does not exist in Avalon

In the event that you have created vouchers but forgot to create participating merchant, you can still create merchant via following 2 methods.

Method 1 - Create within voucher screen

  1. At Organisation selector screen, click Create new organisation button. Another screen will appear.

  1. At Organisation Edit screen, input all merchant related info.

Sample of merchant info

  1. Click Save to proceed with changes or Cancel to exit without saving.

  2. Screen will auto-return to Voucher merchant edit screen and your newly created merchant has been added.

Return to voucher merchant edit screen
  1. Click Save to proceed with changes or Cancel to exit without saving.


Method 2 - Create at organisations menu

Refer to Organisation for more details and instructions.

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