[Subvention] How to set up a shop subvention ?

You've activated the shop subvention. We explain in detail how it works 💡

💡 Good to know

• There are 3 types of shop-to-date subsidies, applicable on the shop products you target:
• The discount in euros per item
• The % discount, with a ceiling in euros (a 100% discount is equivalent to granting an envelope of the amount of the ceiling)
  Fixed price: you set the price your beneficiaries pay, and the subsidy covers the difference (up to a predefined amount).

💡 If you want to set up reimbursement on invoice, see: How do I create a reimbursement on invoice rule?

💸 Crediting your fund reserve

To ensure that your beneficiaries benefit from the subvention you've set up, make sure you credit your fund reserve ! See : How do I credit my fund reserve ?

👨‍💻 Creating a rule

The first thing to do is to set up a rule for your beneficiaries. To do this :

- Log in to your gift voucher administrator space
- Click on the Subventions tab, then New subvention (or click directly on the + at the top of the page, then Subvention).
- Choose the type of subvention : Subvention shop

✍️ Step 1 - General informations

- Give your grant a title
- Select a category for your grant.

- If you have subscribed to the gift vouchers / CSE offer, define whether it is your employees who should benefit from this grant and/or their dependents.

- Define eligibility criteria if necessary. 🚨From now on, the seniority criterion is considered discriminatory and results in the loss of the benefit of social exemptions. See the URSSAF page on this subject for more information.

💰 Step 2 - Budget

You can define the type of discount you wish to apply, in euro € or percentage % :

- € In euros :

- Define an envelop (in €) of discount per item. This amount will be applied to each eligible product.
- Define a maximum number of items per beneficiary, this is the limit per beneficiary for this grant

👀 Example: You have defined €3 per cinema ticket, with a limit of 2 tickets per beneficiary

- ⁒ Percentage :

- Define a percentage (%) discount per item, this percentage will be applied on each eligible product

- Define a maximum amount per beneficiary, this is the consumption limit for each beneficiary

👀 Example: You have defined -10% on the cinema category up to €50 covered by the CSE per beneficiary.

 

- Fixed price :

- Set the price your employees pay for a category of items, and the subvention covers the difference between the retail price (up to a predefined ceiling).

👀 Example: You have defined that your employees will pay €5 for their cinema tickets even if it's €8 in the store. You can exclude from this subvention items that have a higher value than the ceiling you have defined.

🔍 You can view the max forecast budget live on the right-hand insert. The number of beneficiaries takes into account the total number of active beneficiaries on your platform. This budget may vary if a beneficiary is added or deactivated.

 

📆 Step 3 - Validity period

- Define a start date for the subvention and an end date.
- You can then decide whether the rule is renewed every month

👀 Example: You have assigned an amount of €10 per item up to a limit of 2 items, a start date on 01/01 and an end date on 07/31. The option “Would you like the amount allocated to beneficiaries to be renewed at the beginning of each month ?” is active, so beneficiaries will have €20 (€10 x 2 items) per month over 7 months (from January to July)

Click on Validate the grant 🚀

💸 Tracking expenses

You can track spending on the rule in question from your administrator space, subventions tab, in the Budget column.

- In first position → The amount already spent by your beneficiaries
- In second position → The maximum forecast budget for the rule.

📌 Cancel a rule

To cancel a subvention rule on the store, simply click on the rule and then click on “Archive”. Any canceled rule cannot be reactivated, you will need to create a new one.