The Gifts page provides an overview of all your Gift Cards.

Gifts

Default Columns

The Gifts subsection lists all gift cards, using the following default columns:

Customer - shows the name of the person who bought the gift card
Recipient - shows the name of the person for whom the gift card was bought
Reference - 8-character alphanumeric string
Status - refers to the current status of a gift card

Status	Description
Confirmed	the gift card was purchased but not yet redeemed
Part Redeemed	only a part amount of the gift card's total value was used
Redeemed	the entire value of the gift card was used up
Balance Due	the gift card was not paid in full
Cancelled	the gift card was annulled
Pending	the process of purchasing a gift card has not been concluded
Expired	the gift card validity period had passed

Amount - the value of the gift card
Credit Remaining - amount left on the gift card
Source - name of the source where the sale was made from

Source	Description
Terminals	gift card sold from a physical device, e.g. Sunmi, PAX, iPhone operated by a seller or reseller agent
Web Checkout	gift card purchased from a website or widget
Backoffice	gift card purchased through the box office (such as concierge, but using a seller's PIN), and gift cards purchased with the + New Order button in the Ventrata dashboard using admin access
Direct API	gift card purchased through an API connection with an OTA
Concierge	gift card purchased through a sales portal by a concierge or tour operator.
Sales Kiosk	gift card purchased by the customer using a self-service booth with a screen

Gift Date - date of gift card purchase
Expiry Date - date of gift card expiry; if no date is selected, the gift card is valid for a year

Columns can be easily filtered by pressing the arrow next to the column title.

Actions

The action bar between the navigation bar and the gifts table enables you to perform a number of additional functions.



Search bar - filter the gifts table using any parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches

To learn more about saved searches, read our article Working with Saved Searches.

Labels - press to create, edit or delete labels. Labels can be used, for example, to extend the list of states
Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple gift cards and press to apply an action on your selection; options include

Bulk Action	Description
Change Expiry	change the expiry date of all selected gift cards
Tag	tag all selected gift cards using the same tag(s)
Untag	remove tags from all selected gift cards
Bulk cancel all	cancel all selected gift cards; this action cannot be reverted
Delete All	delete all selected gift cards; this action cannot be reverted

Show Columns - press to add new columns, or remove existing ones from your current view;

The list of columns which can be added is listed at the end of this article, under Generate Report.

Export - export the gifts table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the gifts table

To learn more about reports, read our article Working with Charts and Reports.

Report function	Description
Total	sum of values
Minimum	the lowest value
Maximum	the highest value
Average	the sum of values included in the report divided by their count
Count	number of the selected parameter

You can choose to view information by selecting one or more of the following variables (Show' drop-down field):

'Show' Variable	Description
Order Balance	the amount due or overpayment of an order
Latitude	the latitude of a virtual location ( if set up )
Longitude	the longitude of a virtual location ( if set up )
PAX	the number of passengers regardless of ticket type (tier)
Total	the total amount paid
Surcharge	the amount added to the total, like a booking fee
Payment Fees	the amount charged for using certain payment providers
Paid	the amount that was paid by the customer
Refunded	the amount of the receivable
Disputed	the amount of a credit card payment disputed by the customer
Card Total	the total amount paid by card
Cash Total	the total amount paid by cash
Other Total	the total amount paid by other means
Gift Total	the total amount paid by a gift card
Tax	the value amount of the tax percentage out of the total paid by the customer
Net Tax	the value amount of the tax percentage applied to the total product price (if direct sale) or after commission is deducted from the total (if sold by a reseller); if a product which sells for $100 has 10% tax, and a reseller makes 20% commission on any sale, then net tax is $100 (total)- $20 (20% commission) = $80 -> 10% of 80 = $8 and tax 10% of $100 = $10. For direct sale net tax and tax are the same amount as there is no commission.
Revenue	the amount of earnings from the sale of a single ticket
Gross Revenue	the amount of earnings before any deductions or taxes
Balance	the difference between an amount due and an amount paid

and order your results by one or more of the following variables:

Selecting more than one variable will nest your selections depending on the order they have been picked. You may rearrange the variables to suit your needs, however we recommend you select one or two to make the report relevant.

'By' Variable	Description
Shift ID	unique shift identifier
Order Notes	notes entered in the checkout form
Order Reference	8-character alphanumeric string beginning with the number symbol (#) located in the top right corner on the booking level
Voucher	name of the reseller voucher
Voucher Code	code of reseller voucher used during the sale
Voucher Bill Gap	YES / NO; used with sequential voucher numbers: if a voucher number does not follow the sequence (1, 2, 3, 4, and then 9 comes in), the system automatically creates bookings with voucher numbers that fill the gap between the last and newest booking (5, 6, 7 and 8 - called 'bill gap vouchers') to be able to invoice the reseller on the skipped vouchers as they will have been sold (common with physical booklets of vouchers)
Reconciled	indicates whether payments in the transaction are matching
Channel	the source of the sale (Terminal, Web Checkout, Backoffice, Direct API, Concierge, Sales Kiosk, custom channels)
Order Destination	if destinations are set, the destination in which the sale was made
Reseller	name of the reseller who made the sale
Registry	name of registry to register orders in an external system in real time
Registry Data	a reference assigned to the order from an external system
Checkout	name of the checkout through which the order was made
Portal	name of the sales portal through which the order was made
Reseller Destination	destination to which a reseller is assigned to
Reseller Manager	name of the person assigned to a reseller; you can splice revenue from resellers and pin it by manager
Reseller Band	name of the reseller band a reseller is assigned to
Reseller Channel	name of the channel a reseller is assigned to
Connection	name of the connection
Connection Partner	name of the connection partner (reseller)
Checkout Channel	type of channel assigned to the web checkout
Reseller Billing Account Code	custom code used for ERP integrations like SAP
Reseller Billing Customer Code	custom code used for ERP integrations like SAP
Reseller Billing City	city where the reseller resides used for billing and invoicing purposes
Reseller Billing Address	full address of the reseller for billing and invoicing purposes
Reseller Invoice Date Field	specifies whether a reseller is invoiced on the travel, booking or redemption date
Reseller Tags	tags assigned to a reseller; used for filtering
Reseller Tax Registered	indicates whether a reseller is tax registered; if a reseller is tax registered, net tax is calculated using the wholesale price (net tax = tax on wholesale); if a reseller is not registered, net tax is calculated using the retail price (net tax = tax on retail)
Reseller FX	the conversion rate against the reseller's currency
Reseller Allow Top-ups	indicates whether a reseller is allowed to receive credit top-up; credit is used when a reseller, usually a concierge, accepts cash payments instead of using the payment gateway, which can be a liability for the operation
Supplier FX	the conversion rate against the supplier's currency
Direct Sale	indicates whether sales where made by your sellers, from your website or kiosk; indirect sales are made by resellers, both concierge or via API
Referrer	URL of a web referrer
Agent	name of an agent working for the reseller
Shift Seller	name of the seller selling through a terminal, who started the shift
Shift Cashier	name of the cashier selling through the backoffice or concierge portal
Shift Location	name of the terminal location
Shift Location Tags	tags associated with the location
Seller	name of a seller; this seller can be different than the shift seller, see 'Shift Seller' above. You can assign a promoter, where street sellers are not allowed to sell directly to customers but can bring them to the terminal or box office to finish the sale.
Seller Billing Account Code	code assigned to a seller for billing purposes
Seller Tags	tags associated with the seller
User	name of a user who made sales using a password (manager, finance staff, etc.)
Location	name of the location where the sale was made from
Location Channel	name of the channel which was used to make the sale at the location
Outlet	name of the reseller outlet; outlets can be thought of as chains that can be assigned to a reseller
Email Receipt	indicates whether an email receipt was sent to the customer
Source	name of the source where the sale was made from
Settlement	type of settlement method: Direct - the full amount was paid to you, Voucher - you need to settle the payment with a 3rd party, Deposit - a deposit was paid in the course of the transaction, Wholesale - the reseller paid you the wholesale price, Deferred - there is a balance remaining on the order

'By' Variable	Description
Customer	customer full name
Customer Contact	a summary of a customer's contact information (full name, email address, phone number)
Customer Tags	custom tags assigned to a customer, used for filtering
Customer Salutation	how the customer wishes to be addressed, for example, Mr., Mrs. or Ms.
Customer Full Name	same as 'Customer', see above, but the customer name is typed without spaces
Customer First Name	customer's first name
Customer Last Name	customer's last name
Customer Company	customer's company
Customer Department	the department in which the customer works at their company
Customer Title	customer's work title at their company
Customer Email	customer's email address
Customer Mobile	customer's phone number
Customer Age	customer's age
Customer Language	customer's preferred language
Customer Country	customer's country of residence
Customer Address	customer's address (street name and number)
Customer City	customer's address (city)
Customer Postal Code	customer's address (postal code)
Customer Notes	customer notes included at checkout
Customer Tax ID	customer's tax identification number
Customer Tax Office	tax office to which the customer belongs
Customer Marketing	indicates whether the customer subscribed to receive marketing communication
Imported	indicates whether a gift card was imported
Test	indicates whether a gift card is a test gift card
IP Address	if a customer made an order through the web checkout, their IP address is shown
User Agent	browser information if a sale comes through the web checkout
Visitor Fingerprint	if a value is displayed, a visitor used fingerprint identification to pay for the order (if implemented)
Delivery Method	delivery method of tickets (via email, sms, QR code, scan digital wallet, print tickets, do nothing)
Currency	currency used to sell a product
Transferred	indicates whether funds have arrived in the operation's account
Terminal	name of the terminal where the sale was made from
ID	unique alphanumeric string identifying a gift card
Order Balance	the amount due or overpayment of an order
Latitude	the latitude of a virtual location ( if set up )
Longitude	the longitude of a virtual location ( if set up )
Gross Revenue	the amount of earnings before any deductions or taxes
PAX	the number of passengers regardless of ticket type (tier)
Total	the total amount paid
Confirmed	indicates whether the gift card was successfully processed
Confirmation Date	date of order confirmation
Confirmation Time	time of order confirmation
Gift Time	time of gift card purchase
Redemption Date	date when the gift card was redeemed
Redemption Time	time when the gift card was redeemed
First Used Date	date when the gift card was first used
First Used Time	time when the gift card was first used
Expiry Time	time of gift card expiry; if no date is selected, the gift card is valid for a year to the minute
Message	message from the customer, who purchased the gift card, for the recipient
Label	unique flag associated with a gift card

'By' Variable	Description
Tags	tags associated with a gift card
Ledger Code	code automatically assigned to the order because it fulfilled defined by the ledger code
Ledger Code Description	brief description of the ledger code rule
Promotion	discount assigned to the sale of a gift card
Promotion Code	custom code assigned to a promotion
Reseller Reference	-
Surcharge	the amount added to the total, like a booking fee
Payment Fees	the amount charged for using certain payment providers
Paid	the amount that was paid by the customer
Refunded	the amount given back to the customer, for example, they paid more than the amount on the gift card
Disputed	the amount of a credit card payment disputed by the customer
Card Total	the total amount paid by card
Cash Total	the total amount paid by cash
Other Total	the total amount paid by other means
Gift Total	the total amount paid by a gift card
Tax	the value amount of the tax percentage out of the total paid by the customer
Net Tax	the value amount of the tax percentage applied to the total product price (if direct sale) or after commission is deducted from the total (if sold by a reseller); if a product which sells for $100 has 10% tax, and a reseller makes 20% commission on any sale, then net tax is $100 (total)- $20 (20% commission) = $80 -> 10% of 80 = $8 and tax 10% of $100 = $10. For direct sale net tax and tax are the same amount as there is no commission.
Revenue	the amount of earnings from the sale of a single ticket
Balance	the difference between an amount due and an amount paid

NEXT: Bookings

Updated on: 04/03/2024