Protel with e-guma in practice

The aim of this user guide is to show how Protel and e-guma can be used together in the most effective way.This is a base configuration that can be expanded with no restrictions. Please note that the details in this document may differ slightly from your own configuration.

Protel configuration

e-guma and Protel are not linked to one another. All voucher sales and redemptions must be manually booked to Protel.We recommend that you open a new PM account and set up new payment methods in Protel.

Selling vouchers locally

1

Issue a voucher in e-guma (in accordance with these instructions).

2

Enter the payment in Protel.You can enter the payment in the e-guma Vouchers PM account in the first window (Current day -> More -> Record payment).

Voucher orders against invoice
If you issue a voucher with an invoice, you do not need to book a debit in Protel. Learn more in the Invoice section.

3

It is important to ensure that you book the payment against the payment method and also assign the voucher sale to the appropriate payment method (negative amount).

Sales Report - accounting

The e-guma sales report will be sent to you daily, together with the Redemption Report.

Local sales - Verification

This shows the payment methods used to pay for locally sold vouchers. Check to ensure whether the total is identical to the sum of payments in the PM account that have been recorded throughout the day.

Online shop and paid invoices - Booking

This lists all paid invoices as well as all payments received online by credit card.These sales can be recorded in Protel in the same way as local sales; however, they are consolidated per payment method.

Account for all online sales, consolidated for each payment method, in the PM account. You can use the newly created payment method for this.   

All vouchers that were sold todauy are now accounted for, and the value of the PM account will be CHF 0.00.

Invoice

1

In the case of vouches that are issued for payment against invoice (whether locally or in the online shop) you do not need to enter either a payment nor create a debit.

2

Once the invoice for a voucher has been paid, you can set this voucher to paid in e-guma by activating it. If you use QR-bill, the vouchers will automatically be activated once payment has been made.

3

When the vouchers are activated, an accounting entry will automatically be made in e-guma. This entry will appear in the Sales Report in the Online Shop and paid invoices - Accounting.   

Hotel bill/hotel rooms

If you wish to issue vouchers against a hotel invoice, you can book the voucher with the e-guma Voucher Sale payment method and debit the guest's hotel bill directly.This will remain open until the guest has paid the bill.The voucher will be valid in e-guma immediately.

Redeeming a voucher

1

Redeem the voucher in e-guma (in accordance with these instructions).

2

You can now enter the customer's invoice details and the corresponding amount, with the payment set to e-guma voucher redemption .

Controls

We recommend that you monitor the transmission of sales reports and voucher redemptions before month end. Learn how to generate reports or how to configure automatic sending of reports:

• Sales Report
• Redemption Reports