Selling a Gift Voucher



To sell a Gift Voucher, login a clerk and press the Gift Voucher Sale button. A new screen will open showing you the details of the Gift Voucher. You have the option to scan or manually enter a Voucher Code, or one can be provided for you.

 

Enter the amount in Dollars ($) you want to issue the Voucher for. It is not required, but you can enter the Customers Name, either the purchaser or the redeemer. As you type, any customers from your database that match the letters entered will be displayed so you can select them.

 

Enter an email address to send the voucher in .PDF format.

 

 Press OK to enter the voucher into the sale window. If you selected a Customer from your database, their name will display at the top of the screen.

 

 The Gift Voucher can then be printed to the default receipt printer. If required a receipt will also show the details the Gift Voucher.

 

If the voucher is being emailed to the customer, it will happen automatically when the sale is being finalized.


 



Gift Voucher Enquiry


A Gift Voucher Enquiry will tell you specific details about the selected voucher. Details of the voucher that will be displayed are Name, Purchase date, Original value, Expiry date, Current balance value, View all history and Voucher code.

 

To enquire about a Gift Voucher, press the Gift Voucher Enquiry button. A screen will open where you can enter the gift voucher code, or search for the gift voucher by name.

 

 

A new screen will be displayed giving you the details of the voucher, as well as the ability to perform some other actions.

 

Print – This button will re-print the voucher to the receipt printer.

View History – This will show you all redemptions that have taken place on this voucher code. It is possible to re-issue a voucher if the entire amount of the voucher has not been fully redeemed in previous transactions.

Edit – This option will open a new window with a calendar to change the Expiry Date for the voucher. Select a new date and press Save.

Email - This function allows you to send an email of the Gift Voucher to the customer.

 



Redeem Gift Voucher

Redeeming a Gift voucher takes place at the end of the sale as a Tender Type. Enter items into the sale and press Enter to be taken to the Tender Selection screen. Select Gift Voucher as a Tender.


A screen will open where you scan the barcode, swipe the card or manually or enter the Voucher code.

 

 If you select to search by name, a new screen will open to allow you to search by name. Start entering the Customers Name and any Vouchers that include that detail will start to display in the window. Select the customer you are searching for and press Use This Name.

 

 The Gift Voucher Redemption screen will now display the details of the voucher. You have some choices that you can action on the voucher if you choose. The voucher Code, Amount to Tender and current Balance will be displayed.

 

 Print – This button will re-print the voucher to the receipt printer.

View History – This will show you all redemptions that have taken place on this voucher code. It is possible to re-issue a voucher if the entire amount of the voucher has not been fully redeemed in previous transactions.

Edit – This option will open a new window with a calendar to change the Expiry Date for the voucher. Select a new date and press Save.

Add – This button will add the amount owing to the sale as redemption.

 

 Click Finalize to total the voucher as a tender, or Clear to start again.



Gift Vouchers Report


This report can be found under Reports > Sales > Gift Voucher Report and will give you the following options:

  • Report Type – Gift Vouchers, Gift Voucher Redemptions (by POS)

  • Vouchers Bought – Date Range

  • Gift Voucher Type Range

  • Vouchers Expiring Range

  • Report Options – All Unredeemed, Totally  or Partially Redeemed, Expired, Exclude Expired, Group by Amount, Include Drill-Down Transactions

 

 This report will show the Gift Voucher details dependent of the options selected.