Tender Type 'Voucher'

The help system (F1) is actually pretty good on this subject. I suggest you take a read.

You do need to set up a voucher item. Then you create serial numbers under that item for each voucher number.

When you sell the voucher item, it will ask for which serial number you are selling. If that serial number hasa value assigned to it, that amount will pop up. If the serial number has a value of $0, the cashier will enter the value (like in the case of a gift certificate or card). The tender type will be however the customer pays for it.

When it is redeemed, you tender with Voucher tender type. If a value is entered under the voucher tender type, it will prompt you for which voucher serial number is being redeemed.

Thanks Jason, Yes I have read through the docs and have set up the voucher items with their serial numbers. What I was hoping to do was not have to 'sell' the voucher as a line item. If the only transaction for the day was a returned item and we issue the voucher as a line item to 'return money to customer', this incorrectly will overstate the day's sales because this voucher's value is the item

+tax. When really, the day's sales should be negative, showing only the returned item.

The out-of-the box feature of the voucher works great if it is intended to be used as a gift certificate, but not for giving back credit for returned items - especially if the returned item was originally a gift. The receiver of the gift wants the voucher so they can buy something else in the future.

But, if this is the only way to handle this situation, then perhaps running a couple reports will help to accurately get the day's sales and returns figures.

I think in this case you would not sell a voucher as a line item. You would issue a refund on the voucher. To be clear, you would do a negative sale for the returned item and on the tender screen you would isse the refund on the Voucher tender type. It will ask you the voucher number.

This way it will show your negative sales for the day and voucher as the tender type resulting in a liability in the accounting system depending on how you have your system set up. In mine, this would go the the GL as a current liability called Gift Cards Outstanding.

Make sense?

Here is a much simpler way of handling this issue.

Change one of the Tender Type from Voucher to Account and disregard using the other one. When you perform a return add the customer to the pos trnx and tender using the tender type you changed to Account.

The system will track the credit for that customer and prints a receipt showing they have credit. When the customer returns have them present the receipt to verify they have the credit. When you tender a new trnx, select the customer again and select the tender type that is setup as Account. RMS will deduct the credit they have and apply it to the purchase.

My recommendation is to avoid the whole voucher system and s/n tracking b/c it's tedious and cumbersome to work with.

====================Thanks,

Shawn Ezhaghi Vitet Consulting Group Ltd.

646-706-7600 xt: 101

"Not just consultants but retailers too."

"Jas> I think in this case you would not sell a voucher as a line item. You would

There are a few ways to handle credit given for returns. Shawns way will work, but I've been using the voucher system for a long time, and it has been working well for me. One advantage to the vouchers is reporting on them is very easy, and if you have serial number creation at POS set to on, everything can be handled right at the POS just like giving credits. I used to give credits on account for returns but for me vouchers made more sense. Craig