Migration to Order Management in the Voucher System
In this article
What are the benefits of the order management feature in the e-guma voucher system? Order management clearly separates transactional actions such as payment, shipping, or cancellations from voucher-related actions such as adjusting the expiration date, print layout, or redemptions. This ensures better clarity, more efficient processes, and improved reporting options.
Why order management?
Until now, all actions were carried out directly in voucher management. With order management, there is now a clear distinction between:
- Order: Everything related to payment, shipping, cancellations, and customer data (transactional)
- Voucher: Everything related to the individual voucher (validity, print layout, redemption, history)
This separation makes order processing much more structured and reduces sources of error in day-to-day operations.
In addition, many new features in e-guma require order management within the voucher system.
Benefits for transactional actions
Order management is the central place for all transactional actions. This allows you to process orders faster and keeps all relevant functions bundled in one place.
- Perform cancellations directly within the order
- Edit customer data (e.g. name, address, email)
- Manually mark orders as paid if necessary
- Trigger shipping or mark orders as collected
- Add internal notes to the order
- Access invoice documents directly
- Adjust the payment method (e.g. in case of clarifications or special cases)
Improved search and filters
A major advantage of order management is the improved overview as well as the ability to find orders more quickly using search and filter functions.
- Faster order lookup in support cases
- Improved filtering options for reporting and reconciliation
- Foundation for additional export options in the future
What remains in voucher management?
All actions that directly affect the voucher itself remain in voucher management. These include in particular:
- Adjusting the expiration date
- Changing details on the print layout
- Adding notes to the voucher
- History (tracking and traceability)
- Redemptions (full or partial usage)
Summary
Order management introduces a clear separation between order processes and voucher management. Transactional tasks become more efficient, search capabilities are improved, and future export and reporting options are expanded. Voucher-related adjustments (such as validity, print layout, and redemption) remain within voucher management.