Notes:
- Guide relevant for Constituent Bodies (CB) or Referee Societies that want to allocate Vouchers to Member Clubs who form part of their Organisation.
- Vouchers need to be paid for at the point of purchase. We will not be able to generate invoices for Voucher payments.
- Please note that CBs or Societies will only be able to allocate Voucher to other Organisations that are linked to their own.
- Please direct Clubs that you have allocated Vouchers to towards the Purchasing User Guide ‘Voucher Codes- Organisation Purchasing User Guide’.
Step 1- Login to GMS:
Use your current login details to sign into your profile.
If you want to add a new person to manage this process on behalf of your organisation, you can do so using the guide 'How to Add People'. Please remember that you will need to assign permissions for any individuals to access the finance tab (level 2 or 5 for clubs and level 3 for CB's).
Step 2- Buy Products:
On your ‘Dashboard’, under ‘My Organisations’ you will see the option to ‘Buy Products’ for your Organisation. Please select this tab.
You will then see a list of products, including the Voucher Codes for specific courses and monetary value Vouchers that you may wish to assign to your Organisations associated with the CB/ Society. Please select the most relevant voucher to add it to your basket.
For this example; Sussex RFU will purchase 10 Vouchers for the Principles of Scrummaging Course and then allocate them to Worthing RFC to share with their ‘users’.
Step 3- Checkout and Payment
Once you have added the Voucher you wish to use to your ‘Basket’, you will be able to use the – and + buttons to change the number of Vouchers you wish to purchase. For this example, we are going to purchase 10. Once you are happy with the total number of vouchers, please select ‘Checkout’
Once you have selected ‘Checkout’, you will be sent to the final confirmation page of the order. Please check your payment details and then select ‘Pay Now’.
The final Step for purchasing is to enter your card details. On a successful payment, you will see a confirmation screen, simply press ‘Finish’ to return to your organisations page.
Step 4- Manage your Vouchers:
To manage the vouchers you have purchased, you will need to use the menu to select the ‘Finance Tab’.
Once you are on the ‘Finance Tab’ you will see a new option for ‘Vouchers’ in the left hand toolbar.
Once you are on the ‘Vouchers’ page you will be able to see the 10 Vouchers for Principles of Scrummaging that you are looking to assign to Worthing RFC. Simply select the Vouchers and then ‘Assign’ in the top right hand corner.
You will now be able to allocate these Vouchers to Worthing RFC. Please ensure that you select ‘Assign Vouchers at no cost’ if you wish for Worthing RFC to use them for free.
Once assigned, you will see confirmation in the ‘Organisation’ column that they have been assigned to Worthing RFC.
Please direct the Clubs that you have allocated Vouchers to towards the ‘Voucher Codes - Purchasing Organisation User Guide’