View the Single Store Gift Card User Manual
Contents
1. button PAYDEDUC m Redeem Gift Card Issue Gift Card Issue Gift Card The Issue Gift Card screen will be displayed Issue Gift Card x Card Value i Enter the card value Enter Gift Card number or swipe card Enter the card number or swipe the card Click the OK button to continue or click Cancel to cancel the operation Page 4 of 8 M E amp M Enterprises Tue Document Revision 3 The system will return to the Tender screen If you entered a value and card number and clicked OK the new card appears as a gift tender with a negative value H Retail Pro Merchant Edition 11 23 2005 E F la x 75 we CS T lt 3 l O Z D Gls RIL Pr 2 Hew Edit Cancel Delete Copy Print Ligt Log In Out Hold Merchant Edition Fa CL Base Foreign Change Gift SOG ME Gift 345678 New Receipt O Cash l i SFI She She Undefined 100 00 SF4 SFS Update Orly F11 r E Print poate a Fiz s Reset Pinpad dG PAYDEDUC Customer Receipt Totals Bill To Full Hame Jane Levaoy Receipt 1186 SubTotal 0 00 Checks 1 Date 11 23 2005 Dise 0 00 Redeem Gift Card St Credit 0 00 Time 3 29 33 PM Tax 0 00 Bill To Address 1 Str Sta 0010 Shipping 0 00 zaw Lok Land Bill To Address Cashier Admin Fee 0 00 Bill To Address 2 Associate Admin Total 0 00 User 4dmin Pr 001 w51 Now tender the balance due for the Receipt NOTE The new card is2. checked then confirmation or failure messages are displayed whenever a gift card s value is updated Displaying Gift Card Information There are several ways to display gift card information By Card Number Enter a starting card number in the From box and or an ending card number in the To box and click By Card Number If a From number is entered all cards with a number greater than or equal to that card will be displayed If a To card is entered all cards with a number less than or equal to that card number will be displayed If both are entered all cards within the From To range are displayed By Issue Date Enter a starting date in the From box and or an ending date in the To box and click By Card Number If a From date is entered all cards with an Issue Date greater than or equal to the From date will be displayed If a To date is entered all cards with an Issue Date less than or equal to the To date will be displayed If both are entered all cards with an Issue Date within the From To range are displayed By Customer If a Receipt has a Bill To Customer when a Gift Card is issued the Bill To Customer name is stored with the card for reference purposes To locate a card based on the original customer click the By Customer button This will display the Select Customer screen From this screen you can locate a customer by Last Name or Company Select a customer from
3. the card number or swipe the card If you enter a Enter Gift Card number or swipe card card number press the Enter key If the card is valid the card value will be displayed Card Value However there are other messages displayed for other cases Receipt Total 13 25 Amount to Redeem Card is not active is displayed if the card has been deactivated Card has been reported as lost or stolen M S Card balance is 0 00 ae Cancel Card not found Page 6 of 8 M E amp M Enterprises Tue Document Revision 3 If the card is valid and has a balance the card value will be displayed Redeem Gift Card x Enter Gift Card number or swipe card 334455 Card Value 100 00 Receipt Total 13 25 Amount to Redeem The Amount to Redeem is also set to the smaller of the Receipt Total or Card Value fi 25 You can change the Amount to Redeem by changing the value in the text box Click Cancel to cancel the redemption Click OK to redeem the amount entered A Gift tender will appear on the Receipt FA Retail Pro Merchant Edition 11 24 2005 l 7 2 g x OS gZ o z2 Wb amp R KL Po 8 Hew Edit Cancel Delete fe Pri List Log In Out Hold Review Merchant Edition FF New Foreign SF Tender Gift Gitt 334455 Fli Update F1 Print Update SFi Undefined SFE SF4 SFS g gt Update Only Fala As Frit Update Fale sa Rezet Pinpad Customer
4. this screen Any cards that were originally issued to that customer will be displayed Show All Click Show All to display all cards Selecting Cards Any number of cards can be selected in the display You can hold the Ctrl key to add or remove individual cards from the selected cards or you can hold the Shift key to select a group of sequential cards You can click Select All to select all the cards in the display Value Totals The Total Original Value and Total Current Value boxes will display the total original value and total current value for the selected cards Gift Card Maintenance The Gift Card Maintenance screen shows the Card Number original customer if applicable the Issue Date Last Transaction Date Original Value Current Value Active Flag and Lost Stolen Flag A Y in the Active column indicates that the card is active N in this column indicates that the card has been deactivated A Y in the L S column indicates that the card was reported as lost or stolen Page 2 of 8 M EM Enterprises Tue Document Revision 3 Active Inactive Select a single card and click the Active button to toggle the card status from Active to Inactive and back again Lost Stolen Select a single card and click the Lost Stolen button to toggle the Lost Stolen flag from N to Y and back again Deleting a Card A single card can be completely deleted by selecting the card and clicking the Delete button A
5. M E amp M Enterprises Tue Document Revision 3 User Manual May 31 2007 Single Store Gift Card v3 5 For Retail Pro v8 52 and Above Overview M amp M s Single Store Gift Card is a gift card solution for end users with a single Retail Pro Main and no Remotes Gift Card Maintenance POS gt Customers Click the GC Maint button on the Customer List View side menu to perform Gift Card maintenance and set preferences 4 Customer EE Ei The GC Maint button is only available if you have security rights for Gift Card 4 Shady Brook Lane a eae Maintenance ay GC Value The Gift Card Maintenance screen is displayed Gift Card Maintenance l x ssuing Gift Cards ashier Prompt Allow Card Issue Using Jackpot Row Display Issue Redemption Confirmation Messages ind Gift Cards From To By GC Humber By Issue Date By Customer Show All ft Cards Orig Value Total Curr Value Total H HB s E S gt is M Active Lost Stolen Delete Select All Print Export Import Done Page 1 of 8 M EM Enterprises Tue Document Revision 3 Issuing Cards Using Jackpot Rows You can issue new Gift Cards using an inventory jackpot row To do this check the Allow Card Issue Using Jackpot Row checkbox and enter the item number of the jackpot row The jackpot row should be a non inventory item with a zero price and cost Cashier Prompt If the Display Issue Redemption Confirmation Messages is
6. Receipt Totals dZ PAYDEDUC Bill To Full Hame Receipt 1192 SubTotal 16 90 Checks O Date 11 24 2005 Disc 0 00 ef Redeem Gift Card St Credit Time 9 56 30 AM Tax 1 35 Bill To Address 1 Str Sta 0010 Shipping 0 00 saws Eul Can Bill To Address 3 Cashier Admin Fee 0 00 However the redemption amount is not deducted from the card until the Receipt is saved Page 7 of 8 M E amp M Enterprises Tue Document Revision 3 Card Value Lookup There are several places where you can enter a card number or swipe a card to determine the card value or status the Receipt List View screen the Receipt Form View screen or the Customer List and Form View screens In all cases click the GC Value button on the side menu ns d Help The remitted PR GL AR Reference Doc 0 00 0 0 g0 Ood 0 00 000 A g 2 Open Drawer a 000o z Cre 0 0 g0 Ra PPS Maintenance 0 0 g0 i 0 0 0 E cc vau GC Value 0 0 g0 OOO 1175 OOO 1174 The Lookup Gift Card Value screen will be displayed x Enter Gift Card number or swipe card Enter the card number or swipe the card If you enter the card number click OK If the card is valid the card value will be displayed The card value is 81 75 However other messages can be displayed The card number was not found The card is not active This card has been reported as lost or stolen Page 8 of 8
7. are set to the current system date If the CardNumber or CurrentBalance are missing the line is skipped If the OriginalAmount or CurrentBalance are not numeric values the line is skipped If the IssueDate or LastTransactionDate are not valid dates the line is skipped Page 3 of 8 M E M Enterprises Que Document Revision 3 If the CardNumber already exists the line is skipped Here are some sample lines 881111 100 00 87 00 12 13 2006 1 05 2007 882222 150 00 100 00 100 00 50 00 This line will be skipped The card number is missing When the Import button is selected the Open file dialog will be displayed Locate the import file As lines of the file are processed the cards appear in the display on the screen If there are errors while processing cards when processing is complete the system will display a prompt and ask if you want to print the errors If you respond with the Yes button the printer dialog is displayed and the errors are printed Operation at POS Issuing Gift Cards A gift card can always be issued by using the Issue Gift Card button on the Receipt Tender screen side menu If you have allowed Gift Cards to be issued using jackpot rows in inventory then cards can also be issued using jackpot rows The Issue Gift Card function can also be used to add value to an existing card Issuing Cards Using Issue Gift Card On the Receipt tender screen click the Issue Gift Card
8. not issued until the Receipt is updated Note that if the Receipt contains a Bill To Customer the customer name is saved along with the new card for references purposes Issuing Cards Using A Jackpot Row To issue gift cards using a jackpot row create a new Receipt Add the jackpot row for each card you want to issue Set the price of each jackpot row to the gift card value The quantity of the jackpot row is the number of cards that will be issued For example if you enter the jackpot row with a quantity of 2 and a price f 50 00 two 50 00 gift cards will be issued Go to the tender screen and tender the Receipt Click Update or Print Update The Issue Gift Card dialog will be displayed for each card you are issuing Page 5 of 8 M E amp M Enterprises Tue Document Revision 3 Issue Gift Card x Card Value 50 00 Enter Gift Card number or swipe card Enter or swipe the gift card Click OK Not necessary if the card is swiped Click Cancel to cancel the gift card In this case the Receipt is NOT updated If the Receipt has a Bill To Customer that Customer will be associated with the cards that are issued Redeeming Gift Cards To redeem a Gift Card click the Redeem Gift Card button on the Receipt Tender screen F12 Aen Reset Pinpad dD Pay DEDUC mer Redeem Gift Card A lssue Gift Card Redeem Gift Card The Redeem Gift Card dialog will be displayed Redeem Gift Card x Enter
9. verification message is displayed Once the card is deleted it cannot be undeleted Printing the Card List Select the cards you would like to be included in the printed report The list of gift cards and associated information can be printed at any time by clicking the Print button Exporting the Data The Export button will generate a text file with comma separated values for the data in the display Select the cards you would like to have included in the export file Click the Export button The Save As File dialog will be displayed Browse to or enter a file The default extension is txt The file will be exported The format is CardNumber OrigCustomer IssueDate LastTrans OrigValue CurrValue Active Lost The values in the quotes are taken exactly from the display Importing Gift Card Data You can use the Import button to import gift card data into the database This is useful if you already have gift cards that have been issued The card data should be placed in a text file Each line of the file should have the format CardNumber OriginalAmount CurrentBalance IssueDate LastTransactionDate Note that each piece of data is separated by a comma The CardNumber and CurrentBalance are the only required fields All other fields can be left blank If the OriginalAmount field is blank the original amount is set to zero If the IssueDate or LastTransactionDate are blank they
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