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Procedure documentationConfiguring Gift (Stored Value) Cards

 

This section provides information on configuring a store-issued tender such as a gift card. You can create a gift card definition for either a denominated or non-denominated card. You define gift cards with stored monetary value (or merchandise credit) using the voucher feature. You must set entries and options within several areas to complete the configuration of gift cards.

This section provides information on the options specifically related to gift card configuration and does not provide exhaustive information on all the options in the tables accessed. Refer to the cross-references for complete information on all the options for those tables.

To create a gift card definition for your POS, you must perform the following activities:

  • Create a gift card definition

  • Set up a voucher definition for the gift card

  • Link the voucher definition to a manager code

  • Define a non-denominated gift card tender

  • Define denominations for denominated gift card tenders

  • Create a new denomination

Prerequisites

You have made the required configuration entries for check digit, bank card, credit service and voucher agent tables.

Procedure

Create a gift card definition

As gift cards are considered non-merchandise items, you must create your gift card definition under Non-Merchandise and link it to the other related tables.

  1. Access the transaction function Non Merchandise. For more information, see Non Merchandise.

  2. Choose New.

    You see the General screen.

  3. Enter the Non Merchandise ID, Description and Keyboard Description. For more information, see Non Merchandise: General.

  4. In the Non Merchandise Behavior area, select the Positive Amount indicator.

  5. At the Denomination ID field:

    • For a denominated gift card, select a definition from the drop-down list.

    • For a non-denominated gift card, leave this field blank.

  6. Enter any additional options required to define your gift card according to your business requirements.

  7. Access the Print Options screen and enter the options required to define your gift card according to your business requirements. For more information, see Non Merchandise: Print Options.

  8. Access the Data Capture screen and enter the following options:

    1. In the Amount Prompt area, at the Prompt Description field, enter a message to help guide the cashier through the process of tendering against the gift card, such as Enter Amount.

    2. In the same area, at the Minimum/Maximum Amount fields, enter the gift card value range, such as 5.00 / 200.00.

    3. In the Reference No area, at the Prompt field, enter a message to display at the POS, such as Swipe/Enter Gift Card.

    4. In the same area, enter values in the Minimum / Maximum No fields, enter the minimum and maximum length in characters of the reference number.

    5. At the Check Digit field, select the method you plan to use from the drop-down list. For information on the check digit feature, see Check Digit Setup.

    6. Select the Print Reference Prompt indicator to display the text of the reference number prompt on the receipt.

  9. Access the Data Capture-Bank screen and enter the following options:

    1. Select the Send Activation At Time of Sale indicator.

    2. At the Bank Card field, select Voucher from the drop-down list.

    3. Select the required options from the drop-down lists of the following fields:

      • Credit Service

      • Voucher Agent

      • Manual Auth Verification

    4. Select the Treat Reactivation as Reload indicator if POS must treat an Already Active response message from the authorization service as an approval for a reload request.

    5. Enable the indicators Enable MSR and Print Current Balance.

    6. At the SAF Mode field, select the required response from the drop-down list.

  10. Access the Tenders screen and select all the tender methods that you allow as payment for gift card purchases or gift card value reloads. For more information, see Non Merchandise: Tenders.

  11. Choose Save, and choose Close.

Set up a voucher definition for the gift card

To set up voucher definitions for a gift card:

  1. Access the transaction function Vouchers.

  2. Choose New.

    You see the General screen.

  3. Set up as many voucher definitions as required, providing each definition with a unique Voucher ID. For each voucher ID, in the Type drop-down list, select the definition as to when the voucher should be tendered:

    • Start of Sale

    • Single Item Sale

    Note Note

    You link each of the Voucher IDs you create in this step to an 800-series manager code in the procedure Link the voucher definition to a manager code.

    End of the note.

  4. At the Voucher Function field, select the current definition from the drop-down list. For more information, see Voucher: General.

    Note Note

    You can create a Voucher Function as a replacement function used to transfer any remaining value from one card to another. For more information, see Configure the Replacement Function.

    End of the note.

  5. Select the indicator Print Current Balance.

  6. Access the Cards screen and select the related non-merchandise items for this voucher definition, such as the gift card with denomination, or gift card without denomination.

  7. Repeat steps 4, 5 and 6 for all remaining voucher functions.

  8. Choose Save, then choose Close.

Link the voucher definition to a manager code

To link the voucher definitions to a manager code:

  1. Access the transaction function Manager/POS Functions. For more information, see Manager/POS Functions.

  2. Choose New.

    You see the General screen.

  3. Make the following entries:

    1. At the Link Manager Code field, select the voucher definition you created previously from the drop-down list. Records you create in step 2 will be mapped to a number in a reserved series of 800 numbers.

    2. Enter a Keyboard description.

    3. If required, select a Quick Menu from the drop-down list.

  4. Repeat step 3 until each voucher definition is linked to the appropriate manager code.

  5. Choose Save, then choose Close.

Define a non-denominated gift card tender

To set up a non-denominated gift card tender:

  1. Access the transaction function Tender.

  2. Choose Tender Setup. For more information, see Tender Setup.

  3. Choose New.

    You see the General screen.

  4. Make the following entries:

    1. In the Description field, enter Gift Card.

    2. Select the indicator Allow Over Tender.

    3. Select the indicator Allow Under Tender.

    4. Select the indicator Allow Safe.

  5. Access the Data Capture-Bank screen and make the following entries:

    1. Select the appropriate options for your organization for the fields Bank Card, Credit Service, Voucher Agent, Manual Authorization Verification, and Check Digit.

    2. In the Reference No area, at the Prompt field, enter the message Swipe/Enter Gift Card to display at the POS.

    3. In the same area, enter values in the Minimum / Maximum No fields, enter the minimum and maximum length in characters of the reference number.

    4. Enable the indicators Print Current Balance, Enable MSR, and Enable SAF.

  6. Choose Save, then choose Close.

Define denominations for denominated gift card tenders

You must define the denomination for each gift card with a separate value as a separate tender denomination record. To define denominations for a denominated gift card tender:

  1. Access the transaction function Tender.

  2. Choose Tender Denominations.

  3. Choose New.

    You see the Tender Denominations Maintenance screen. For more information, see Tender Denominations.

  4. Make the following entries according to your business requirements:

    1. From the Denomination Group drop-down list select Gift Cert TDR Balancing.

    2. Enter a description.

    3. In the Weight field, enter the value of the denomination. For example, 50 for a gift card with a value of $50.00.

    4. At the Type drop-down list select Bill.

  5. Choose Save, then choose Close.

Create a new denomination

To create a new denominations group:

  1. Access the Code Maintenance function Denominations Group. For more information, see Code Maintenance.

  2. Choose New.

  3. Enter the Denomination ID and Description, such as Denominated Gift Card.

  4. Choose Save, then choose Close.