Gift Card
Introduction
Gift Cards are a very popular way to increase sales. Giving a gift card as a gift can bring in new customers and can also be a strong form of building brand awareness for your business.
Tagrain provides a comprehensive Gift Card functionality where you can define Gift Cards and sell them to your customers.
Gift cards are not active until they have been issued from the Point of Sale (POS).
Gift Cards are used as a payment type in sales and refund transactions. A Gift Card in Tagrain has a unique number associated with it. Depending on the customer's preference, it can either be redeemed partially or in full. Tagrain Gift cards can also be used as store credit.
Home > Gift Cards > Gift Card
Requirements
-- You must create a separate Product Group for Gift Cards.
-- If you intend to use system-generated numbering series for Gift Cards then you must create one for Gift Cards using the Document Number Series.
Add A Gift Card
Navigate to Home > Gift Cards > Gift Card. The Gift Card List View screen should come up. All the existing Gift Cards in the system will be listed on this screen.
Click on the Add Gift Card button in the upper right-hand corner of the screen. The Create Gift Card screen should come up.
Fill in the required fields on the Create Gift Card screen. The mandatory fields are marked with an (*) asterisk mark.
The Gift Card feature is unlocked upon activation of the Gift Cards and Credit Memo plugin.
The Gift Cards and Credit Memo plugin gets disabled when BIR is enabled.
The various fields on the Create Gift Card screen are explained below:
Gift Card Code
Specify a unique gift card code. This field is mandatory.
Description
Enter a description for the Gift Card.
Product Group
Click on the […] to select a product group for the gift card to belong to. This will help in better analysis of transactions which have a Gift Card as a payment type.
UPC Code
Specify a UPC code. A UPC code is entered into the system for easy scanning of the gift card on the Web Register.
Price
Set a base price for the Gift Card. It is this base price that will appear when the gift card is scanned at the POS. This price can however be changed by the cashier at the point of issue.
Once you have set up the Gift Card, then you can either select the Save icon to save it to the system or cancel to return to the previous screen.
Delete A Gift Card
Open the Gift Cards List View screen where all the existing Gift Cards in the system are listed. Select the gift card you wish to delete and click the Delete button next to it.
You may either click Yes on the confirmation dialog box to delete the selected Gift Card or click Cancel to cancel the deletion.
You can only delete those Gift Cards that have not been issued to customers. This is because Gift Cards once issued may have some balance or may have been referenced in transactions.
Gift cards are cash equivalents and should be treated as such.
Edit A Gift Card
Open the Gift Cards List View screen where all the existing Gift Cards in the system are listed. Select the gift card you wish to edit and click the Edit button next to it.
Once you have made the changes to the Gift Card, either click Save to update the plan or click Cancel to return to the previous screen.
You can only edit those Gift Cards that have NOT been issued to customers. This is because Gift Cards once issued may have some balance or may have been referenced in transactions.
Gift cards are cash equivalents and should be treated as such.
Please check your local laws and regulations about the issuing and redemption of gift cards. Specifically, if the gift card must be allowed to be exchanged for cash. In some countries, stores are obliged to allow this.
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