Gift Card Set Up & Use

Setting up Gift Cards as a Product

Navigate to the PIM Module and in the dropdown menu select the “+” next to “Product Catalog” to create a new product.

Create a product as normal, entering item code, name, price, etc. If these are serialized Gift Cards, check the box labeled “This product is a serial numbered gift card.” If not, check the box labeled “This product is a regular gift card.” Click the check box reading “tax free in all locations” as well.

If you want to set denominations for gift cards, enter the appropriate price ($25, $50, $100 etc). If you plan to let customer choose any amount, leave the price at $0 and change it at the time of purchase.

Once this information is set, select “save” and your gift card product has been created.

Selling A Gift Card

Search for gift cards by product name or code, and select the gift card desired if you have multiple gift card products.

Enter the serial number that will be assigned to the gift card (if required) and save.

If the gift card has a set amount, the price will display. If not predefined, enter the amount requested by the customer (changed to $10 in below example).

Tender sale and take payment.

Once the sale is complete you will be able to see information on this gift card under Retail Chain -> Gift Cards.

“Active” and “Pending” gift cards can still be redeemed.

“Redeemed” cards no longer hold a balance.

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Redeeming Gift Cards

When ringing out a customer, select the yellow gift card button as payment.

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Enter/Scan in the serial number (if required)

Confirm and Enter.

If the gift card cannot cover the full balance, an additional form of payment is required.