This topic is a quick overview of the gift card setup.
Data Entry Type
- Click the
icon, enter Data Entry Types, and select the relevant link. - Create a new Data Entry Type for the gift card.
| Field | Description |
|---|---|
| Code | This field contains a code for the data entry type. The code must be unique - you cannot use the same code twice in one table. You can set up as many data entry type codes as you want. |
| Description | This field contains a description for the data entry type. You can enter a maximum of 30 characters, both numbers and letters. |
| Data Entry Only Allowed | If this check box is selected, the program only allows an open application entry for this type. |
| Check Amount | If this check box is selected, the program checks the amount that lies behind the data entry. This is useful, for example, when endorsing vouchers and gift cards. |
| Numbering | You use this field to set the numbering method for the data entries. The options are: No. Series - Numbers are assigned from the relevant number series.Automatic - Numbers are automatically assigned. You can use initial entry number series to assign entry number series per POS terminals. Note: This applies to all data entries using the automatic numbering method. None - There is no numbering assignment. |
| No. Series | This field contains the code for the number series that the program uses to assign a number to the data entry type. |
| Create Voucher Entry | If this check box is selected, the new entries will be created in the Voucher Entries table when a voucher is used. To view the Voucher Entry table, click the arrow in the No. of Entries (or No. of Open Entries) field, then click Data Entry and select Voucher Entries. |
| Create Barcode | If this check box is selected, the program is to create a barcode for each data entry of this type. |
| Barcode Mask | Enter the Barcode Mask to be used if the Create Barcode check box is selected. |
| Use Full Remaining Balance | If selected, the system will use the full remaining amount of the gift card. |
| One Time Redemption | If selected, the gift card can only be used once. |
| Refill | If selected, the system will allow the gift card to be refilled. When using this setup, only predefined gift cards are allowed, that is the user must always provide the gift card number when refilling or creating a gift card of this kind; the gift card number cannot be provided automatically by the system. |
| Expiration Policy | Select this check box, if an Expiration Policy is to be used. The expiration date applies to the remaining amount on the date of expiration. Note: A gift card with refill cannot have an expiration policy, because it always applies to the original creation date and can therefore not be used against different refill dates. |
| Print Remaining Balance | If selected, the system will print a slip with remaining balance. |
| Expiration Formula | If the Expiration Policy check box is selected, enter the Expiration Policy here. For example, 1Y. |
Infocodes
- Click the icon, enter Infocodes, and select the relevant link.
- Create two infocodes. One for creating and selling gift cards and one for paying with gift cards.
- Infocode for Creating and selling:
- Type: Select Create Data Entry.
- Data Entry Type: Select the previously created Data Entry Type.
- Infocode for Paying:
- Type: Select Apply To Entry.
- Data Entry Type: Select the previously created Data Entry Type.
- Select the Input Required check box.
- If MSR are being used for the gift card, select the Allow MSR Cards check box.
Link the infocode to an item
- Create an item to be used for selling the gift card.
- Attach the infocode to the item. To find the infocodes, on the Navigate action menu, click the POS action and select Infocodes.
- The Infocode Code should be the infocode created for Creating and selling.
- The When Required value should be set to Positive.
Add extra print setup
- Create Extra Print Setup for the gift card item. On the Navigate action menu, click the POS action and select Extra Print Setup.
- The When Required value should be set to Negative.
Link to tender type
- Create a new tender for the gift cards.
- Attach the infocode to the tender type. On the Home action menu, click Infocodes.
- The Infocode Code should be the infocode created for Paying.
- The When Required value should be set to Positive.
Add the tender type to the Payment Menu of the POS
- Create a button with POS Command TENDER_K where the Parameter should be the Gift Cards Tender Type Code.
How to setup Voucher Lookup on the POS
The voucher lookup is divided into two functions (POS Commands), voucher (data entry) balance and voucher entries lookup.
The Data Entry Balance is a function that returns the balance. The voucher entries lookup is a function to show all entries behind a given Data Entry. Both commands have Web Service and Transaction Server support.
- VIEW_DATAENTRY_BAL
- Create a button with POS Command VIEW_DATAENTRY_BAL and enter the Data Entry Type as Parameter.
- VIEW_VOUCHER_ENTRIES
- Create a button with POS Command VIEW_VOUCHER_ENTRIES and enter the Data Entry Type as Parameter.
Note: These commands are only valid on the start menu before any transaction is started.
Note: Keep in mind that this is an example and that different configurations can allow for different results. For example, vouchers are set up in a similar way but do not use an item to sell them. All of these steps can be visualized in the Demo Database.