Feature of the Month

January 2005

How to Process Gift Certificates

VERSION 8

Disclaimer – Retail Pro does not track gift certificate numbers.  When you are prompted to enter gift certificate number it is only for the benefit of keeping a history of that sale.  When the gift certificate is redeemed it will not cross reference the original sale of that gift certificate.

Selling a gift certificate:

-         In Retail Pro, go to POS>Receipts>New

-         Enter any items being purchased in addition to the gift certificate, then click on “Tender”  (if they are not purchasing anything in addition to the gift certificate go directly to the tender screen)

-         In the Tender screen, “Total” will display the amount owed excluding the gift certificate

-         Enter the amount of the gift certificate in the “undefined” as a negative amount.  (i.e.  -100)

-         Choose the payment method “Gift” and enter the gift certificate number

-         In the “undefined” box select the payment method for the change

-         Click on “Print/Update” [F12], or “Update Only” [F11]

Redeeming a gift certificate:

-         In Retail Pro, go to POS>Receipts>New

-         Enter the items being purchased, then click on “Tender”

-         In the Tender screen. “Total” will display the amount owed

-         In “undefined”, enter the amount for the gift certificate

-         Choose the payment method “Gift” and enter the gift certificate number

-         If there is a remaining balance enter the payment amount in the new “undefined” box, and then select the payment method

-         In the “overtendered” box select the payment method for the change

-         Click on “Print/Update” [F12], or “Update Only” [F11]

VERSION 7

Disclaimer – Retail Pro does not track gift certificate numbers.  When you are prompted to enter gift certificate number it is only for the benefit of keeping a history of that sale.  When the gift certificate is redeemed it will not cross reference the original sale of that gift certificate.

Selling a gift certificate:

-         From the main screen of Retail Pro, go to POS/Inventory>Point of Sale>Invoice

-         Enter items being purchased in addition to the gift certificate, then hit the [END] key on your keyboard.

-         Select “Print/Tender” on the bottom menu

-         In the “Change” column, enter the amount of the gift certificate in the gift certificate row, then enter the gift certificate number

-         In the “tender” column, the amount owed will be displayed, tender as you would a normal receipt, then hit the [END] key on your keyboard

-         Click on “Print/Update” [F12], or “Update Only” [F11]

Redeeming a gift certificate:

-         From the main screen of Retail Pro, go to POS/Inventory>Point of Sale>Invoice

-         Enter items being purchased, then hit the [END] key on your keyboard.

-         Select “Print/Tender” on the bottom menu

-         In the “tender” column,  enter the gift certificate amount in the gift certificate row, followed by the gift certificate number.

-         If there is a remaining balance due, enter the tender amount in the tender type. 

-         In the change column enter the tender type you will be dispersing the change in.  Then hit the [END] key on your keyboard

-         Click on “Print/Update” [F12], or “Update Only” [F11]