QUESTION ABOUT GIFT CARDS

: 7bit
Whats the best way to tender out Gift Cards. This is the scenario. We re opening a new store and we will hand out 100 gift cards with 20$ on
them. Whats the best way to tender that out in RMS. Do you create a store account and tender it out as a store account or is there a better way of doing that. Thanks.
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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?
--
Jocelyn


"BD" wrote:
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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.
--
Jocelyn


"BD" wrote:
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THE SETUP IS DONE AS VOUCHER AND SERIAL #. I M JUST NOT SURE ABOUT THE WHOLE ACCOUNTING PART OF IT.
CHICAGO CASH REGISTER Daniel Buntic snipped-for-privacy@chicagocashregister.com 847-965-9500
-----Original Message----- From: jocelynp [mailto:jocelyn.puegner@hotmailDOTcom] Posted At: Wednesday, March 19, 2008 1:01 PM Posted To: microsoft.public.pos Conversation: QUESTION ABOUT GIFT CARDS Subject: RE: QUESTION ABOUT GIFT CARDS
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.
--
Jocelyn


"BD" wrote:
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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.
--
Jocelyn


"daniel buntic" wrote:
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Thank you
CHICAGO CASH REGISTER Daniel Buntic snipped-for-privacy@chicagocashregister.com 847-965-9500
-----Original Message----- From: jocelynp [mailto:jocelyn.puegner@hotmailDOTcom] Posted At: Wednesday, March 19, 2008 2:22 PM Posted To: microsoft.public.pos Conversation: QUESTION ABOUT GIFT CARDS Subject: Re: QUESTION ABOUT GIFT CARDS
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.
--
Jocelyn


"daniel buntic" wrote:
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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:

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Hi Chris -
1) With gift cards, if you mark as 'Sold' you are not assigning a value to the cards, they are simply just created as already taken. By marking as sold, you are not assigning a value to the cards - just saying "hey do not use this card number again". If you want to avoid the GL adjustments created when selling them, you need to script the sale of the sold vouchers along with their value. Now - this will not assign the vouchers with a customer because this is not a sale. One note about scripting the creation of the sold GCs with value is that it seems to not like dashes and slashes - not sure about every other character because I have not tested all of them.
1a) You must script the value on a sold card if it is to be redeemed. 1b) Once the balance scripting is complete, you would then be able to perform a Voucher "check balance"
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?
--
Jocelyn


"chris friesen" wrote:
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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?
1a,b - "you need to script the sale of the sold vouchers along with... " How do I script? 2 - makes sense. We don't currently require this but I could just remind cashiers to hit F7: set customer. I don't want the screen to come up for every purchase
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 top post- not sure why my readers time is way off. Using Thunderbird as my client.
jocelynp wrote:

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


"chris friesen" wrote:
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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

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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
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Julie,
http://tinyurl.com/2vs3kt Must have access to CustomerSource.
--
Jeff Check Point Software
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have gift cards that I've already sequenced in RMS, and now I'd like to <BR>load them with money to give away as a promotion. I am very familiar with SQL <BR>and I can do this directly in the back end. Does anyone know which table(s) <BR>to update with the gift card amount, and any dependencies that I need to know <BR>about?&nbsp; <BR><BR>I'm trying to avoid manually 'selling' 100 gift cards under a tender type <BR>that I've created for promotions. <BR><BR>Any help is greatly appreciated.<BR><BR>Best Regards,<BR>Julie</BLOCKQUOTE></BODY></HTML>
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Jeff, This is Perfect, Thank You!
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