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How do I sell a Gift Card? (Gift Card view)

A Gift Card can be sold from the Gift Cards section (see below) or from the Sales section (see How do I sell a Gift Card? (Sale view))

To sell a Gift Card from the Gift Cards section, choose Manage > Gift Cards

This screen contains a list of all the Gift Cards in the System

how-do-i-sell-a-gift-card-gift-card-view Click Add Gift Cardhow-do-i-sell-a-gift-card-gift-card-view

how-do-i-sell-a-gift-card-gift-card-view

Complete the following fields:

FieldDescription
CustomerEnter the recipient for the Gift Cardhow-do-i-sell-a-gift-card-gift-card-viewUse the **+**button to enter in a new CustomerUse the drop down option to search from existing Customers
BalanceEnter the Gift Card balance
Custom NumberEnter your own number for the Gift Card, or leave this blank for a system generated numberUse this option if you have hard-copy Gift Cards and you wish to match the number up

how-do-i-sell-a-gift-card-gift-card-view

You can Save the Gift Card and process the Sale later, in which case the Gift Card will appear as unpaid:

how-do-i-sell-a-gift-card-gift-card-view

Or click Create Sale to process the Sale now how-do-i-sell-a-gift-card-gift-card-view

Select the Purchaser for the Gift Card by Searching existing Customer, or entering a new Customer

how-do-i-sell-a-gift-card-gift-card-view

Click Save

The 'Checkout' screen will appear

(This is a mini-view of a Sale)

how-do-i-sell-a-gift-card-gift-card-view Here you can:

  1. Add any other Product, Pass, Gift Card, or Customer Credit to the Sale
  2. Apply a Discount
  3. Add a Payment

You can also choose to:

  • Email the Sale to the Customer using the Send EmailCheckbox
  • Print the Sale using the Printcheckbox

Click Pay to add Payment to the Sale how-do-i-sell-a-gift-card-gift-card-view

When you have completed the Sale, choose Close Sale how-do-i-sell-a-gift-card-gift-card-view

A Gift Card can be sold from the Gift Cards section or from the Sales section (see How do I sell a Gift Card? (Sale view))

To sell a Gift Card from the Gift Cards section, from the Manage screen, tapGift Cards (located in the POINT OF SALE section)

how-do-i-sell-a-gift-card-gift-card-view

Select from the list of existing Gift Cards OR tap the '+' icon to create a new Gift Card and complete the following: 

how-do-i-sell-a-gift-card-gift-card-view

FieldDescription
NumberThe system will allocate a unique number to this Gift Card
CustomerSelect the Gift Card recipient from either the Customer List (if an existing customer) or add new Customer details
CustomEnter your own number for the Gift Card to override the system generated number.  Use this option if you have hard-copy Gift Cards and wish to match the number up
BalanceEnter the Gift Card balance
Expiry DateEnter an expiry date for the Gift Card(Automatically pre-selected by the system as 1 year from point of creation)

Tap Save

Then tap Create Sale

how-do-i-sell-a-gift-card-gift-card-view

Add thepurchaser either by searching for an existing Customer or by adding New Customer Details 

The Sale will contain the Gift Card, within the Products section:

how-do-i-sell-a-gift-card-gift-card-view

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale

To email the Gift Card to the recipient see How do I email a Gift Card?

To sell a Gift Card from the Gift Cards section, tap Manage > Gift Cards

how-do-i-sell-a-gift-card-gift-card-view

This screen contains a list of all the Gift Cards in the System

Select from the list of existing Gift Cards OR tap the '+' icon to create a new Gift Card 

how-do-i-sell-a-gift-card-gift-card-view

Complete the New Gift Card box:

how-do-i-sell-a-gift-card-gift-card-view

FieldDescription
Custom NumberEnter your own number for the Gift Card to override the system generated number.  Use this option if you have hard-copy Gift Cards and wish to match the number up
BalanceEnter the Gift Card balance
Expiry DateEnter an expiry date for the Gift Card
(Automatically pre-selected by the system as 1 year from point of creation)

Tap SAVE

Tap Create Sale

how-do-i-sell-a-gift-card-gift-card-view

Add the purchaser either by searching for an existing Customer or by tapping the green + Icon to  add New Customer Details 

The Sale will contain the Gift Card, within the Products section:

how-do-i-sell-a-gift-card-gift-card-view

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

To email the gift card to the Recipient, Purchaser or another email address, open the Customer profile in the web app and view the Gift Cards Section. Then click on the Email button and complete the fields. See How do I email a Gift Card? for more information.


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