Introduction
Gift cards can be purchased both online and in person. Gift Cards can be assigned to physical cards or can be printed on a till receipt.
Adding Gift Cards to the Register
In order to sell Gift Cards at the POS, you need to add a Gift Card button to the register grid.
Go to Settings→Stations & Hardware→Register Grids.
Select the Register that you wish to sell Gift Cards at.
Click on one of the empty grid spaces (marked with a +)
In the ‘type’ box, change the drop down item to ‘Gift Card’.
You can select a checkbox if you would like Gift Cards to require authorisation or you can leave it unselected to allow all employees the ability to issue Gift Cards.
Click ‘Add’. The button will now appear in the register grid.
Selling a Gift Card
Go the POS and navigate to the register grid at the bottom of the page.
Select the ‘Gift’ button that you created in the previous steps.
Type the value that you would like to add to the Gift Card and click, ‘Assign Card’.
Scan the gift card that you would like to assign to the value (Gift Cards can be re-used once the value is at £0/$0 if the user wishes to top up their card).
If no card is assigned at this stage, a receipt with print that can be used instead.
Hit ‘Pay’ at the bottom and complete the transaction as normal.
Checking a Gift Card Balance
Go to the POS and click the hamburger menu on the right hand side.
Select ‘Inspect Card’
You can either scan the Gift Card/Receipt that you have, or if you know the Gift Card number, you can hit ‘Search’ and type this in here.
The value will then appear at the top. Click ‘View Details’ to find out the full history of the Gift Card. You can also select ‘View Orders’ to see what the gift card was used on.
Lost Gift Cards
If you have lost your Gift Card but you have the name of the user who purchased it/and or order number, you can find out the Gift Card number.
Go into the POS and search for the order. If you only have the user, you can go to orders and navigate the order that has the Gift Card of question in it.
Click the pencil at the bottom of the page
You will then have the option to Email Items. You can either send the Gift Card to the user that has requested it, or to an email address that you have access to, where you’ll be able to extract the Gift Card number from.
Extra Gift Card Info
Operations→Gift Cards displays all Gift Cards in the system. You can use the search bar to look up Gift Cards and you are also able to change the validity of the Gift Card and/or add/amend an expiry date.
