Setting Up Gift Cards

Overview

Our system has an integrated gift card program. Once you have received your Giftcard Merchant ID and TerminalID (as well as your physical gift cards) you should enter the information into the system.

Step 1: Settings on CAS

CAS settings for setting up the gift card processor are made by the system admin only, from the Payment Gateway screen. Users will be able to select from the drop-down of the integrated processors and fill in the required information.

Note: Merchants should gather information from the processor and Log in to the CAS using the System admin account.

Set up the Gift Card Merchant Account in CAS

Go to Configuration --> Payment Settings --> Payment Gateway -->Gift Card

Details

The User can select the location of the update to push to by selecting the appropriate Venue, Store and Register dropdowns. If ALL is selected, then the settings will go to all units within the domain.

Select Smart Transactions under Gift Card.

The Merchant Number is provided by your gift card provider.

The Terminal ID is also provided by the gift card provider and should be an individual number for each terminal and Save.

Step 2 : Creating a Gift Card Item

Create Item "Gift Card" so you have the item to sell when a customer purchases a Gift Card.

From CAS, go to Transaction --> Management --> Inventory Classification --> Master Item

Details 

You will need to create an item for your Gift Cards from the master item page

Assign an ItemID number (such as 100), a name (such as Gift Card), and selling price of Zero, so the amount of the gift card is prompted during the sale. You need to be sure to change the item type to Prepaid. This will be a non-taxable item. Save

Gift Cards - ZeroPOS

Configuration of the Gift Card Settings

Go to Configuration -->Payment --> Gift

Select STS under Select Gift Type

The GIft MerchantID is provided by Smart Transaction.

The Gift Terminal ID is also provided by Smart Transaction.

Save.

Sales of Gift Cards

Ring up the Gift Card as an item (using the ItemID created above) and select the dollar amount at checkout and complete the sale. Use the sales receipt to activate the gift card.

Activation:

From the transaction screen, open your transaction menu by swiping from the left. Select Gift Card Activation. A Gift Card Activation window will pop up. Enter Gift Card Number, dollar amount, and transaction number from the receipt. Hit OK. You can now accept this gift card as a form of payment.

To check the balance of the card, you will go back to the transaction screen, open your transaction menu by swiping from the left. Select Gift, then Balance Inquiry. Enter the card number to get the remaining balance.

Gift Cards - WinPOS

Go to Configure --> Settings --> Gift Card Processor

Details

This setting allows for the gift cards to be manually entered, to prevent verification, or to run tests. Select the Gift Card provider from the drop-down menu.

STS Gift Cards

Users must provide the merchant name/number and the terminal ID.

The user can allow hand keyed transactions, rather than just swiping the card, by checking "manual entry of card details"

Sale and Activation:

Details

Ring up the Gift Card as an item and select a dollar amount at checkout. Once you have a receipt, you will need to activate the gift card.

From the transaction screen, select the Activate/Inquiry option from the top of the page. A Gift Card Activation window will pop up. Enter Gift Card Number, transaction number from the receipt, and the dollar amount. Select Activate Gift Card. You can now accept this gift card as a form of payment.

To check the balance of the card, you will go back to the transaction screen, select the Activate/Inquiry option from the top of the page. Enter the card number and select Balance Inquiry.

Articles in this section

• Central Administration System
• Configuration
• Company Details
• Company Information
• Mail
• Payroll Settings
• Merchant Email Configuration
• Invoice Setup
• QSR
• Payment Settings

See more