Gift Voucher Management

Gift Voucher Management

The Gift Voucher Management screen allows you to search for and manage gift voucher that you have issued in the past.

To access the Gift Voucher Management screen, in the top menu bar of Retailer, click on Setup -> Vouchers -> Gift Vouchers.

Searching for Gift Vouchers

  1. In the Search Voucher section on the top-left, enter any combination of the following criteria:
    • Customer No.
      Click on the customers icon or press [Enter] on your keyboard to access the Find Customer Screen.
    • Date Issued
      Type in the date in DD/MM/YYYY format or click on the drop-down box to select it from the calendar.
    • Barcode / Sale Stamp
      Scan or enter in the gift voucher barcode or the barcode/sale stamp of the sale receipt.
    • Sender / Recipient
                Type in the name of the Sender or Recipient of the gift voucher.
  2. Click Search.
    All gift vouchers that match your criteria will be displayed.
If a Voucher is not linked to a Customer Profile, it can be linked from the Previous Sales screen.
Note the Sale Stamp the Voucher was issued in, Search for the Sale Stamp in Previous Sales, Right Click the sale and click Assign Sale to Customer

Checking Gift Voucher Redemption history

Once you've found the particular gift voucher, you can see the history of redemption for that voucher.
Click the Right Arrow > on the left of the Gift Voucher Barcode to expand the Redemption History for that voucher
You can then check the Date, Amount and Remarks columns for details


Managing Gift Vouchers

Once you've found the particular gift voucher, you can perform the following actions:

  1. Cancel the gift voucher.
    • Click on the particular gift voucher and then click on the Cancel Voucher button.
      Click       Yes to confirm cancelling the gift voucher.
      NOTE: Only unredeemed gift vouchers can be cancelled.
  2. Cancel and re-issue the gift voucher.
    • Click on the particular gift voucher and then click on the Cancel and Issue Voucher button.
      Click       Yes to confirm cancelling and re-issuing the gift voucher.
      Then, scan or enter in the new gift voucher barcode.
  3. Change the expiry date of the gift voucher.
    • Click on the particular gift voucher and then click on the Change Expiry Date button.
      Click       Yes to confirm changing the expiry date.
      Select the new expiry date and click       OK.
  4. Re-print the gift voucher.
    • Select the particular gift voucher and then click on the Print button.
      The gift voucher will be re-printed.
If you're using the Accounting Link integration with Xero or MYOB, you must manually adjust your gift voucher liabilities account in your accounting software for any manual changes made in Retailer, such as cancelled vouchers. This ensures the values of the gift voucher liabilities remain synced between both programs.
If you need to cancel a partially redeemed gift voucher, you can use the Cancel and Issue Voucher button to create a new gift voucher and cancel the original gift voucher.
If you need to cancel an expired gift voucher, you must first change the expiry date and then cancel it afterwards.
If a gift voucher was accidentally redeemed, you must refund the sale and issue a new gift voucher for the refund amount. You can read how to do this in our Refunding a Sale advice sheet.

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