Gift Voucher Report

Gift Voucher Report

The Gift Voucher Report lets you find all Gift Vouchers which are still active or have been redeemed between a particular date range.

Generating the Report

  1. From the main screen of Retailer, click on Reports -> Sales Reports -> Gift Voucher Reports.
  2. In Date Range, select a Start Date and End Date for the report.
  3. The 'Show Sale Details' tickbox will show all the items sold on the sale with the gift voucher.
  4. Select which option you want the report to display:
    1. Voucher Sales – This will display all Gift Vouchers sold during the date range, regardless if they have been redeemed or not.
    2. Voucher Sales & Redemptions - This will display Gift Voucher sold or redeemed during the range range.
    3. Voucher Redemptions – This will only show the Gift Vouchers which have been redeemed within that date range.
    4. Voucher Liabilities ­– This will only show the Gift Vouchers sold during the date range which haven’t been redeemed yet and will show you voucher liability. 
  5. Click Preview or Print.

Reporting on Expired Vouchers

The Gift Voucher Report will not show Expired Vouchers.
Information on Expired Vouchers can be ascertained by comparing the Voucher Sales, Voucher Redemptions and Voucher Liabilities Reports.
The Value of Cancelled or Expired Vouchers can be calculated as Voucher Sales - Voucher Redemptions - Voucher Liabilities.

Reading the Report

  1. Voucher Barcode - Barcode of the voucher that was sold/used.
    Notes
    This may show no barcode if report is viewing both sales and redemptions. In that case, the last barcode shown above it will be the relevant one. This should be a redemption transaction.
  2. Date Sold - Date of transaction when voucher was sold.
  3. Sold in Sale - Sale stamp number of transaction where voucher was sold.
  4. Amount - Total amount remaining on the voucher at the time of transaction.
  5. Sold to Customer - Customer account number of person who purchased the voucher. Will show 0 if this transaction is a voucher redemption.
  6. Redeemed Date - Date of transaction when voucher was used/redeemed.
  7. Redeemed in Sale - Sale stamp number of transaction where voucher was used/redeemed.
  8. Redeemed Customer - Customer account number of person who used/redeemed the voucher. This can be different to the person who purchased the voucher.
  9. Sale Value - This shows the total value of the transaction where the voucher was sold or redeemed.
  10. Sale Value Difference - For sales of vouchers, this shows how much the other items in the same sale total up to (other than the voucher). For redemptions, this shows how much of the sale was paid with other payment methods (the remainder after voucher payment).
  11. Totals - The last page will show relevant Totals for the type of Report selected
    1. Qty Sold
    2. Qty Redeemed
    3. Value Sold
    4. Value Redeemed

Exporting the Report

You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:
  1. PDF - Click on the red PDF button at the top of the report and choose your save destination.
  2. Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button [...] to choose your save destination. Click OK to save the file.

    • Related Articles

    • Check Gift/Loyalty Card number for Card Printer/Supplier

      How to check Gift Voucher/Card number Click on Reports at the top (Retailer main screen). Click on Sales Reports. Click on Gift Voucher Report. Put in a Start Date of a few months before the current date, to cover the period when a Gift Card was last ...
    • 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. ...
    • Redeeming A Gift Voucher / Card

      In Retailer you can redeem gift vouchers / gift cards in one of two ways: Scanned as part of the sale OR Scanned after entering an amount in Payment Details screen Scanned as Part of the Sale This method can only be used when you enter items into the ...
    • How to Sell a Gift Voucher / Card

      Click HERE to learn more about setting up Gift Vouchers / Cards. Selling Gift Vouchers From the Point of Sale screen: If you are selling multiple vouchers, press the quantity number, and then Enter on the keyboard, before the steps below. On the ...
    • How to Check the Balance of a Gift Voucher

      Check Gift Voucher Balance Press [ALT]+[T] from anywhere in Retailer and scan the barcode of the gift voucher. You can also type in the gift voucher's barcode and then press [Enter]. The history of the gift voucher will be shown.