Use the Balance Inquiry

It is recommended to add the BI Transaction Type to the keyboard layout or to the Screen buttons or you can manually type in the BI command in the Transaction Type field in the register.

In the Example below I have added the ‘Balance Inquiry’ button to the screen.

Select the ‘Balance Inquiry’ button, Select the ‘Gift Card’ option as a tender and then enter the gift card number or scan/swipe the card as per your normal options.




Setup of Balance Inquiry for Gift Card

To add a Balance Inquiry option to check the available balance on a Gift Card.

Create a Transaction Type of BI, enter the description of BALANCE INQUIRY and the Category of ‘BI’ with the factor of 1 and Taxable of N.

Next on S2=Screen2 enter in |TOT in the ‘Default SKU/FEE/CLASS field and then save the transaction type.

 

 




Sell and Redeem Gift Cards

Selling a Gift Card

  • Start a transaction as usual, normally this will be a SA transaction.
  • Press the ‘Sell Gift Card’ button on the keyboard, usually in the middle on the top row.
  • In the price field, enter in the selling price for the Gift Card and hit enter.
  • Select the option to ‘Add’ if you are selling a new gift card.
  • In the new window, scan or swipe the gift card in the “Voucher Number” field and then select ‘Add’, fill out as much of the rest of the information as you want to track and then hit enter to save.

  • Complete the transaction as normal.

Add money to Gift Card

To add money to a gift card you will follow the same process as selling the gift card, the difference will be when you scan the Gift Card it will not prompt you to Add, Copy or Delete, instead it will display the current card information. You can just enter through everything to add the amount that you entered on the previous screen.

Redeeming a Gift Card

  • Process transaction as normal.
  • When finished select the ‘TOTAL’ option from either the keyboard or the touch screen.
  • Select the Gift Card option from either the keyboard or the touch screen.
  • When the pop-up window displays, scan, swipe, or enter the gift card number. The window will now display the remaining balance of the GC, hit the ‘Continue’ button or hit enter on the keyboard.