The LinkEdge Browser App includes built-in support for Gift Cards. There are four ways to interact with this:
- You can sell a gift card to a customer. (Or, add additional value to an existing card)
- You can check the balance on an existing card.
- You can take a gift card as payment on a sale.
- You can see a report with all of your outstanding Gift Card obligations.
The first three interactions start on the Sell tab by pressing F9 Gift Card. This will bring up the following dialog:
To sell a gift card:
- Choose Activate in the Gift Card Payment dialog,
- Specify a unique number,
- Specify a dollar amount,
- Press Save. This will add a Gift Card (Activated) payment item to the sale.
- Take the customer’s cash, check, or credit card, and record that the same way that you normally would.
- Once the balance on the sale is equal to zero, Finish the Sale.
To check the balance on an existing card:
- Specify the Gift Card number in the Gift Card Payment dialog,
- Hit the Tab key. This will update and enable the Balance hot-link.
- Click on the balance hot-link.
- This will bring up a new dialog displaying all Activated & Redeemed events.
To accept a gift card as payment:
- Specify the Gift Card number in the Gift Card Payment dialog.
- Specify the appropriate dollar amount.
- Press Save. This will add a Gift Card (Redeemed) payment item to the sale.
There are several important things to be aware of with our current implementation:
- You are responsible for providing a unique number when selling a new gift card. You are also responsible for providing the user a piece of material (paper, cardstock, plastic, …) containing that number.
- If you have a plastic gift card with a correctly formatted magnetic strip, you may swipe it into the Gift Card Number field – LinkEdge will parse out the correct number.
- Whenever a Gift Card shows up on a sale (either Activated or Redeemed), it is a payment type (not a product item). Because of this, they will not show up in the Refund wizard.
- Selling a Gift Card does not show up in the reports as a positive dollar amount sale. When a gift card is redeemed, that shows up in the reports as a payment.
- Gift Card activations do show up as a special line entry on the Day Sheet report. They are offset by whatever payment was received.
- As long as you have [Options, Gift Cards, Negative Balances] = False, the LinkEdge Browser App will not allow you Redeem more value from a card that was Activated onto it.
- However, if you have Gift Cards that pre-date your adoption of LinkEdge, and you track their balance in a separate system, and you want to record Redemption payments that potentially exceed Activations within LinkEdge, then you can set [Options, Gift Cards, Negative Balances] = True. In this case, the LinkEdge Browser App will NOT restrict you from over spending the amount stored on the card.