Versions Compared

Old Version 4

changes.mady.by.user Erica Johnson

Saved on

compared with

New Version 5

changes.mady.by.user Erica Johnson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

Gift Certificate Transactions will appear on on several Reports in MyPMS.

  • Gift Certificates Sold are Inventory Items. The sale of these items will appear on the Managers Report, Transaction Summary Report, Transactions Report and the Item Analysis Report
  • Gift Certificates redeemed or used as payment will appear on the Managers Report, Transaction Summary Report and Transactions Report.
Column
width35%
Panel
titleGift Certificates

Children Display
pageGift Certificates

Managers Report

To see the total sales for Today, MTD, YTD, go to REPORTS | MANAGERS | MANAGERS REPORT . For more details, see Managers Reports 

Gift Certificates Sold

Displays sales under Folio Charges/Income

Click image to enlarge

 

Gift Certificates Redeemed

Displays under Non-Credit Card Income

Click image to enlarge

Transactions Summary Report

Go to REPORTS | ACCOUNTING | TRANSACTION SUMMARYChoose the date range . For more details, see Transaction Summary Report

Gift Certificates Sold

Displays sales under Folio Charges/Income

  Image Added

Gift Certificates Redeemed

Displays under Non-Credit Card Category

Image Added

 

  • Transaction Category: Choose your Transaction Category Ie. Gift Certificates
  • Transaction Type: Choose the name of your Gift Certificate

 Image Removed

 

Transactions Report

Go to REPORTS | ACCOUNTING | TRANSACTIONS. For more details, see Transactions Report

 

  •  
    • Choose

    Gift Certificates Sold  

    To run a report with only the Gift Certificate Transactions, use the following settings. You can also run a report for all transactions in the date range.

    Image Added

    Click images to enlarge

    Go to REPORTS | ACCOUNTING | TRANSACTIONS

    Choose the date

     

    Image Added

    Gift Certificates RedeemedT

    o run a report with only the Gift Certificate Transactions, use the following settings. You can also run a report for all transactions in the date range.

    • Transaction Category: Choose

      your

      Transaction Category

      Ie. Gift Certificates. See  Inventory Groups

      , "Non-Credit Card"

    • Transaction Type: Choose the

      name of your Gift Certificate

      receipt type. Ie. "Gift Certificate Redeemed". See Gift Certificates | Setup

    Image Removed  
    Image Removed