QUESTION ABOUT GIFT CARDS

Start to finish - you would likely 'sell' the cards under one Corp type customer for Cash - creating a GL acct to pair this off - and not leaving any open AR, etc. for a Commercial Type account.

When cards are redeemed, the customer is input and sold to - the gift card is then tendered out to tender type Gift Card.

Have you have already set up the gift cards as a Voucher and Serialized?

Woops - I just remembered - when you create the cards (if you have not already) you can just mark as "sold" - allowing you to skip the whole sale to Corp acct and GL adjustment.

Woops - I just remembered - when you create the cards (if you have not already) you can just mark as "sold" - allowing you to skip the whole sale to Corp acct and GL adjustment.

I would really suggest that you skip the accounting GL adjustments and just mark as sold - pairing with the scripts to set the sold rate and number to create.

I would really suggest that you skip the accounting GL adjustments and just mark as sold - pairing with the scripts to set the sold rate and number to create.

Hi Chris -

1a) You must script the value on a sold card if it is to be redeemed.

2) With regards to actually inputting the redeeming customer and tendering out: Are you guys set up to Prompt/Require Customer at POS? If yes - then the redemption of the GC for product (on a sales receipt) would require the customer. The thing it will not do is tie that customer to the Serialized Voucher on the Item Card - but it will tie out a customer to the Voucher/Gift Card movement on the stock MS Voucher (fixed) Custom Report.

Does this make sense?

Thanks for the info, a few more questions, if I may...

So, when I create the card I leave the value at 0 and set the status to sold. Then set the value and sale through a script?

Also, on a side note, any suggestions on how to create a custom button/function that will print out a text doc in duplicate? When we rent a golf cart I need to have the customer sign a waiver.

thanks again,

p.s. sorry about the t> Hi Chris -

When we give gift cards for promotional purposes, we have created a customer called 'promotional card' (you can do this for charitable giving also, just create a customer called 'charity')and select that customer. Then we 'sell' each card we are giving in the promotion(this puts the value on the card). To tender it out have a tender created called 'promotional card' and have that tender assigned to an expense account for promotions. This process lets you run reports on both the promotional customer and promotional tender. Alternately you could create a non-inventory item with a negative amount in the amount of the card you are giving away(use a reason code to track the amounts), instead of using a promotional tender. This puts the amount on the card without creating another tender. You could even setup the negative item as a tag along to the gift card. Then give the cards to whoever you want. When they redeem the card use your gift card tender. If you want the card assigned to a customer instead of just lumping them all together, pull up the customer you are giving it to(or create a new one)and then follow the same process to 'sell' the card, and do this for each card. We have done it this way for years with no problems(mostly for charitable giving). Craig

Hi Chris -

I am just wrapping up here - but tomorrow I will shoot you a more detailed email for this.

I also have a question(s) about gift cards. I have created the gift cards voucher/serialized.

If I mark them sold (under serial | status = sold), I get a prompt when I try to sell them that the item is already sold? and how, then can I check the amount left on a card. Also, for gift cards how can I require the cashier to enter a customer to pair with the card?

thanks chris cfriesen[at]telenium.ca

jocelynp wrote:

I have gift cards that I've already sequenced in RMS, and now I'd like to load them with money to give away as a promotion. I am very familiar with SQL and I can do this directly in the back end. Does anyone know which table(s) to update with the gift card amount, and any dependencies that I need to know about?

I'm trying to avoid manually 'selling' 100 gift cards under a tender type that I've created for promotions.

Any help is greatly appreciated.

Best Regards, Julie

I have gift cards that I've already sequenced in RMS, and now I'd like to load them with money to give away as a promotion. I am very familiar with SQL and I can do this directly in the back end. Does anyone know which table(s) to update with the gift card amount, and any dependencies that I need to know about?

I'm trying to avoid manually 'selling' 100 gift cards under a tender type that I've created for promotions.

Any help is greatly appreciated.

Best Regards, Julie

Jeff, This is Perfect, Thank You!