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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%
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titleGift Certificates

Children Display
pageGift Certificates

Gift Certificates Sold

 

Managers Report

Managers Report

To see the total sales for Today, MTD, YTD, go to REPORTS | MANAGERS | MANAGERS REPORT  

Gift Certificates Sold

Displays sales

Gift Certificates Sold will appear

under Folio Charges/Income

and display Today, MTD, YTD sales.


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Gift Certificates Redeemed

Displays under Non-Credit Card IncomeImage Added

Click image to enlarge

Go to Reports |Accounting | Transactions and choose the date range

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Transactions Summary Report

Go to REPORTS|ACCOUNTING|TRANSACTION SUMMARY


Choose the date range

 

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

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Transactions Report

Go to REPORTS | ACCOUNTING | TRANSACTIONS


 

  •  
  • Choose the date range
  • Transaction Category: Choose your Transaction Category Ie. Gift Certificates. See  Inventory Groups
  • Transaction Type: Choose the name of your Gift Certificate.Ie. "Gift Certificate". See Gift Certificates | Setup

Click images to enlarge


Go to REPORTS | ACCOUNTING | TRANSACTIONS

  • Choose the date
  • Transaction Category: Choose your Transaction Category Ie. Gift Certificates. See  Inventory Groups
  • Transaction Type: Choose the name of your Gift Certificate.Ie. "Gift Certificate". See Gift Certificates | Setup
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