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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.
Managers ReportTo see the total sales for Today, MTD, YTD, go to REPORTS | MANAGERS | MANAGERS REPORT |
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 ReportGo to REPORTS|ACCOUNTING|TRANSACTION SUMMARYChoose 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 ReportGo to REPORTS | ACCOUNTING | TRANSACTIONS |
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- 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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