Selling Gift Vouchers
Follow the steps described below to sell Gift Vouchers using Sales Ledger Touch-Screen and POS Invoices. The description assumes you have included a "Sell Gift Voucher" button when configuring the buttons that will appear in the Invoice window, as mentioned in step 4 on the
configuration page. Note that you can only sell Gift Vouchers through Sales Ledger Touch-Screen and POS Invoices: you cannot sell them through conventional Invoices.
- In a Sales Ledger Touch-Screen or POS Invoice, click or touch the "Sell Gift Voucher" button.
- The 'Sell Gift Voucher' window appears:
- Enter or scan the Gift Voucher Number or Barcode in the Gift Voucher No. field.
If the till has a touch screen but no keyboard, touch the Gift Voucher No. field and then touch the [Keypad] button to open a keypad. Enter the Gift Voucher Number and touch the [Enter] key.
You can also choose an Issued Gift Voucher using 'Paste Special'. The 'Paste Special' list shows Issued Gift Vouchers that have not yet been sold.
- Remember that you can only sell Gift Vouchers that you have recorded in the Gift Vouchers Issued setting. If you need to sell a Gift Voucher that you have not yet registered, open the 'Paste Special' window and click the [New] button. If you need to prevent cashiers creating Gift Vouchers in this way, use Access Groups to grant them Read or Browse access to the Gift Vouchers Issued setting. This will allow them to choose Gift Vouchers using 'Paste Special' but not create new ones.
- Click or touch [Proceed] to add the Gift Voucher to the Invoice, or [Cancel] to abandon it. If you clicked [Proceed], providing the Gift Voucher has been marked as OK (in the Gift Vouchers Issued setting) and has not expired, a line will be added to the POS Invoice, showing the sale of the Gift Voucher:
The line shows the Payment Mode from the POS Buttons setting (in the case of a POS Invoice, step 4 on the configuration page) or from the Default Payment Modes setting (in the case of a Sales Ledger Touch-Screen Invoice, step 5), the Comment from the Issued Gift Voucher record with the Gift Voucher Number as a suffix, and the value.
- Add to the Invoice any other Items sold alongside the Gift Voucher. You can do this before or after adding the Gift Voucher.
- Add the payment in the usual way (e.g. using the "Cash" or "Credit Card" buttons) and touch or click the "Finish" button to close the Sales Ledger Touch-Screen or POS Invoice, again proceeding in the usual way.
The sale of the Gift Voucher will be recorded in the Nominal Ledger as follows:
- Debit
- Account from the Payment Mode used in payment.
- Credit (Sales)
- Account from the Payment Mode specified in the POS Buttons setting for the "Sell Gift Voucher" button (POS Invoice) or from the Payment Mode specified in the Default Payment Modes setting (Sales Ledger Touch-Screen Invoice).
- Credit (VAT)
- If VAT is chargeable on the sale of Gift Vouchers, the Output VAT Account will be taken from the Gift Voucher Sold VAT Code specified in the Default Payment Modes setting (Sales Ledger Touch-Screen Invoices only).
You can only sell an Issued Gift Voucher once. When you do so (i.e. when you click the "Finish" button to close the Sales Ledger Touch-Screen or POS Invoice), a new record will be created in the Gift Vouchers Sold setting. Records in this setting can't be modified.
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Gift Vouchers in Standard ERP:
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