Gift Cards

Gift Cards

Gift Cards Overview

A gift card is a form of payment that can be used to make a purchase at a retail store. You can use any card that you wish as long as it has a unique number. You don't have to, but you can use a barcode on the card as well. You are able to load money onto the card, which customers can then spend at accepted store locations.

Here, in this article, you will learn:
  1. How to add a new gift card.
  2. How to view an existing/created gift card.
  3. How to activate or deactivate a gift card.

Reaching the "Gift Cards" Module

To reach the "Gift Cards" module:
  1. Log into Control Center
  2. Choose Point of Sale
  3. Choose Maintenance
  4. Choose Gift Cards

                                                                                       Figure 1.0

Understanding the "Gift Cards" Module Layout

See the image below labeled Figure 1.1 for descriptions of the buttons and fields that appear on the screen.

                                                                                           Figure 1.1

1. Adding a New Gift Card:

Follow the steps mentioned below to add a new gift card:
  1. Click the “Add New” button as presented in Figure 1.1 above to add a new gift card.
  2. The form will appear on your screen as shown in Figure 1.2 below.

                                                                                                 Figure 1.2

1.1. Fields:
  1. Account Name: This field displays your company's name.
  2. Customer Name: Select the customer name from the drop-down list.
  3. Card Number: This field requires the issued card number.
  4. Balance: This field shows the current balance status.
  5. Note: This field requires a note that explains the gift card context.
  6. Is Active: This is a toggle that sets the status of the gift card. While creating a new gift card, it is often set to Yes.
1.2. Buttons:
  1. Save & Close: Click on this button to save the changes and exit the gift card form.
  2. Save & New: Click on this button to save and open another gift card form.
  3. Save: Click on this button if you wish to stay on the same gift card form.
  4. Cancel: Click on this button to discard changes.

2. Viewing Gift Card Details:

Follow the steps mentioned below to view gift card details: 
  1. Click the “View” button as presented in Figure 1.1 above to view gift card details.
  2. The form will appear on your screen as shown in Figure 2.0.

                                                                            Figure 2.0
  1. Click on the editable button adjacent to the editable fields to enter the value, and click on the individual "Save" button that appears after each change.
  2. You may click on "Cancel" to discard the changes made. (Figure 2.0).
2.1 Gift Card Logs:
The Last Used timestamp and the gift card current balance appear on the Gift Card Logs ribbon.
  1. Location: This column displays the location name where the activity related to the issued card has been done.
  2. Employee: This column displays the employee name who sold the gift card or took a transaction with it.
  3. Customer: The name of the customer who possesses the gift card. 
  4. User: This column displays the name of the corporate user who managed this gift card from Control Center.
  5. Reg Num: This is the register number where the gift card-related activity happened.
  6. Receipt: This is the receipt number that is related to the gift card transaction.
  7. Amount: This is the amount value that the customer has redeemed or added on the gift card.
  8. Notes: The gift card-related notes are mentioned here.
  9. Type: This is the transaction type related to the gift card that is mentioned in this column.
  10. Used At: The date/timestamp of the gift card transaction is mentioned here.

2.2. Edit Form Fields
  1. Card Number: This field requires the issued card number, which is editable.
  2. Customer: Enter the name of the customer for whom the card is issued.
  3. Account: Fill in this field with the name of your company.
  4. Employee: Fill in the employee’s name who issued the gift card.
  5. Balance: This field shows the current balance status of the gift card.
  6. Created At: The gift card creation date and time are displayed here.
  7. Updated At: The date and time when the card is updated are mentioned here.
  8. Active: This field highlights the status of the card, whether it is active or inactive.
  9. Deactivate At: This displays the date for deactivation of the gift card (if applicable).
2.3 Buttons:
  1. Activate: This button is used to activate the gift card.
  2. Cancel: This button is used to discard the changes made on the Edit Gift Card form. 

3. Deactivating/Activating a Gift Card:

Follow the steps below to deactivate a gift card:

  1. On the View Gift Card page, click on "Deactivate," as highlighted in Figure 3.0, to deactivate the gift card.

                                                                         Figure 3.0
  1. By clicking the "Deactivate" button, the status of the gift card gets changed from activated to deactivated.
The same process can be followed to activate a deactivated card.
                                         


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