Gift Vouchers
Gift Vouchers creates and maintains individually issued IMS gift vouchers. Each voucher has a unique Voucher No., client/name reference, amount, issue date, expiration date and store-usage scope. IMS tracks whether the voucher is Available, Used, Expired or Revoked and keeps an audit history of voucher changes.
Find a voucher
The voucher list can be searched by Voucher ID or Client Name. Selecting a result loads its amount, dates, state, permitted stores, usage details and action log.
Voucher states
| State | Meaning |
|---|---|
| Available | The voucher has not been used or revoked and has not passed its expiration date. |
| Used | The voucher has been redeemed. IMS shows the used date, amount, store and receipt/bill number when that usage record is available. |
| Expired | The expiration date is earlier than the current IMS server date. |
| Revoked | The voucher has been manually canceled/revoked and can no longer be treated as available. |
Voucher details
| Field | Purpose |
|---|---|
| Voucher No. | Automatically generated IMS voucher identifier. |
| Client Name | Name/reference associated with the voucher. |
| Amount | Voucher value in the IMS local currency. |
| Issue Date | Date the voucher was created. |
| Expiration Date | Last configured validity date. |
| State | Available, Used, Expired or Revoked. |
| Used Date / Amount / Store / Bill No. | Redemption information shown when the voucher has been used. |
All stores or selected stores
A Gift Voucher can be valid in All Stores or limited to selected active stores.
When All Stores is selected, IMS loads the currently active store list. When a voucher is restricted, the user can add or remove specific stores through the standard IMS store-selection dialog.
Create a Gift Voucher
- Click New.
- IMS generates the new Voucher No. and sets the Issue Date to the current server date.
- Enter the Client Name/reference.
- Enter an Amount greater than zero.
- Select an Expiration Date that is today or later.
- Choose All Stores or select at least one permitted store.
- Click Save.
The new voucher is added to the Gift Voucher master and an audit-log entry records its amount and expiration date.
Edit an available voucher
Only an Available voucher can be edited. The edit workflow is intentionally limited: the current screen allows changes to the Expiration Date and store availability, rather than changing the original client/name or issued amount.
If store scope is changed, IMS updates the voucher's All Stores setting and rebuilds the selected-store list when required. The modification is written to the voucher log and the general IMS audit log.
Revoke a voucher
While editing an Available voucher, click Revoke when the voucher must be canceled. After confirmation, IMS marks the voucher as canceled, records “Voucher revoked” in the voucher log and changes its state to Revoked.
Used-voucher details
When a voucher has been redeemed, IMS reads its usage record and shows the redemption date, amount, store and sales receipt number. This lets finance/customer-service users trace where the gift value was consumed.
Voucher action log
The Log area records voucher-specific actions with timestamp, details and IMS user. New voucher creation, expiration/store-scope changes and revocation are retained in this history.
Relationship with other Gift Voucher functions
This Financial screen maintains individually issued gift vouchers. The Gift Vouchers Summary report provides the higher-level view of issued, expired, canceled and redeemed voucher values across stores and periods.