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Setup The Gift Card First in Loyalty Screen (Setup-Gift Card)

The document provides instructions for setting up and managing gift cards in a point of sale system. It describes how to: 1. Set up gift cards by enabling them in the loyalty screen which will add a gift card item to inventory with 0 stock. 2. Purchase gift cards by entering the purchase. 3. Sell and activate cards by scanning or entering the unique code during a sale which will add the activated card to the sale. 4. Redeem gift cards by scanning the card code during payment for an item sale. It also provides details on checking card balances, recycling cards with zero balances, and looking up cards by customer or code in a report.

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2K views9 pages

Setup The Gift Card First in Loyalty Screen (Setup-Gift Card)

The document provides instructions for setting up and managing gift cards in a point of sale system. It describes how to: 1. Set up gift cards by enabling them in the loyalty screen which will add a gift card item to inventory with 0 stock. 2. Purchase gift cards by entering the purchase. 3. Sell and activate cards by scanning or entering the unique code during a sale which will add the activated card to the sale. 4. Redeem gift cards by scanning the card code during payment for an item sale. It also provides details on checking card balances, recycling cards with zero balances, and looking up cards by customer or code in a report.

Uploaded by

Mamta ਰੱਬ ਰਾਖਾ
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Setup the gift card first in loyalty screen (setup-gift card) Card setup screen shown in next she

Card setup shown in next sheet


once card is enbaled, a item named Gift card automatically added to the inventory with 0 stock.
Enter the purchase of the cards

Enter Purchase gift cards


The first step in setting up gift cards for your business is purchasing the gift cards.

Sell and activate the card (shown in sheet 2)


once you select the gift card in sale a Activation pop up will appear promted to enter or scan the unique code of your physical g
After the activation, gift card will be added to the sale grid, now take the payment as usual

Redeem a gift card


Add an item to the sale, go to payment and select gift card whenevr you click on the gift card a pop up will appear to scan a gift

Payment

Scan gift card code

ok Cancel

When we press ok Button in above pop up it will change to this

Payment

Gift card no. 123456789

Current Balance $500

Charge $150

Charge Cancel

Gift card lookup


you can see full list of gift cards, along with who purchased the card and balance

Check balance of individual card


check gift card balance

scan card

search cancel

After pressing search the balance will appear

Gift card: 13/03/2019


Code: 1234567891
Balance: $150

Check gift card balance

scan card

search cancel

Recycle Card
Recycle Card

scan card

search cancel

After pressing search the balance will appear

only gift card with zero balance can be recycled


Gift card: 13/03/2019
Code: 1234567891
Balance: $150

Check gift card balance


scan card

search cancel

we can also make the screen to deactivate the gift card if anyone wish to surrender the card
p screen shown in next sheet

que code of your physical gift card, enter the value

up will appear to scan a gift card


Setup the gift card first in loyalty screen (setup-gift card)

Gift card Setup

Enable gift card

Expiry Allow gift card to expire

Card Expires in input dropdown with years, Months, days


e.g. 5 days

Save Cancel
Note* disabling this means you cant issue/sell gift cards and existing card will continue to redeenm until they expire

expiry will be calculated based on issue date, once he click the checkbox dates will appear as under

Note* any changes made in the expiry will affect only new issued cards
ue to redeenm until they expire

ppear as under
Activating the card

Add a customer to the sale first so that you will have the record of who originally purchased the card

Activate/ Recharge Gift Card

Amount

Card scan

Create Gift Card Cancel


Card lookup report

search by customer or #code placeholder Search

Code Customer Balance

Total Balance
* this is total balance of all gift cards that is currently active

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