Dolibarr Module: TakePos Gift Voucher

Module Overview

The TakePos Gift Voucher module for Dolibarr ERP CRM is an innovative solution that allows you to easily manage gift vouchers directly from the TakePos point-of-sale interface. It provides full integration between business management and POS operations, enabling companies to offer gift vouchers while maintaining precise tracking of used and remaining balances.

Key Features

1. Gift voucher management within TakePos

The module introduces a dedicated payment method for gift vouchers directly in the TakePos interface. During checkout, the cashier can select gift voucher payment with a single click, making the process fast and seamless.

2. Smart selection of available deposits / vouchers

Once the payment method is selected, the system automatically displays a list of available gift vouchers in the form of deposits. The user can choose the appropriate voucher with its HT and TTC amounts, making it easy to use existing customer credits.

3. Automatic application of voucher amount

After validation, the gift voucher amount is automatically applied to the current sale. The system deducts the used amount and integrates it directly into the receipt, ensuring reliable and error-free processing.

4. Automatic creation of a “Deposit” line

The module automatically generates a deposit line in the sale, visible within the TakePos interface. This line allows you to track voucher usage, ensure accounting consistency, and maintain a clear transaction history.

5. Configuration of eligible products

From the administration interface, it is possible to define product categories eligible for gift voucher usage. This feature allows businesses to control and tailor voucher usage according to their commercial strategy, such as restricting it to specific product categories or promotions.

6. Integration with Dolibarr invoicing

Gift vouchers are linked to invoices as deposits, ensuring full consistency between the POS (TakePos), customer invoicing, and accounting tracking.

Use Cases

This module is ideal for retail businesses such as fashion stores and concept shops, companies that want to sell gift cards or vouchers, businesses using TakePos, and organizations looking to strengthen customer loyalty.

Key Benefits

The module simplifies gift voucher management at the POS, reduces manual errors, ensures accurate tracking of used and remaining balances, integrates seamlessly with Dolibarr and TakePos, and enhances the customer experience at checkout.

Why Choose This Module?

Gift vouchers are a powerful sales driver and an effective tool for customer retention. With this module, you can easily integrate this functionality into your POS system while ensuring structured and automated financial management.

Conclusion

The TakePos Gift Voucher module transforms gift voucher management into a simple, fast, and fully integrated process within Dolibarr. It helps businesses modernize their point of sale, improve operational efficiency, and deliver a smooth and professional customer experience.