EPOS - Gift Cards

EPOS - Gift Cards

INTRODUCTION

Gift cards are replacing vouchers in retail outlets as these can have a business’s branding on it and can fit easily in a wallet or purse.
Gift cards can also be topped so no need to issue new ones all the time and instead of issuing a credit note refunds can be done directly to a gift card.


The benefit of this is there is no need to create gift cards in advance in Agility as this is done during a sale.

Gift cards just like vouchers are a liability to the business as the business owes the customer money.


To sell a gift through Agility all that is required is a barcode on the card which makes it easier for the user to scan.

Normally the barcode is type 39 and the number is visible so can be manually entered also.
NEW - Using gift cards as a receipt against a trade account(customer)

SELLING A GIFT CARD



Type giftcard into Agility and hit Enter on your keyboard

Click YES to the above message

Scan or type the barcode of the Gift Car



When scanning or typing the number cannot be read, it is represented by *********


Now click Select (Enter)


Now enter the Value for the gift card and click Select (Enter)


The Gift Card is now returned to the sales grid:



REDEEMING A GIFT CARD

In Payment Type there is an option for Gift Card so when a customer purchases products they can do so with their GiftCard. 

There is no difference here as to being paid by any other method; Cash, Credit Card etc.

When presented with a gift card select the button CTRL+F8 Gift Card 


The below screen will appear:


Now scan or type the barcode:


This screen shows the value of the sale and the current value on the Gift Card.


If there is sufficient money on the Gift Card, Agility will automatically redeem the whole value.


Multiple payment types apply if the Gift Card did not have sufficient funds, or if the customer only wants to use a certain amount of the Gift Card Balance

If required, you can press F9 on your keyboard to clear the Redeem Value and enter a new Redeem Value.

Select Save to complete the sale.


REPORTING ON GIFT CARDS

PLEASE NOTE Reports are now seen in INSIGHT.

There are two reports in Agility for Gift Cards, go to Reporting/Standard Reports/Sales/

Gift Card HistoryHistory of Gift Card

The user will need to enter the card number to view the history:

Gift Card Balance: View balances of all Gift Cards


MAINTENANCE OF GIFT CARDS

Go to Sales/Ledger Maintenance/Gift Card


Enter the Gift Card Number and press tab on the keyboard to see the value:




Suspend: Select this to suspend the gift card if it has been lost

Select YES to suspend or NO


Transfer: If a card has been lost then the balance can be transferred to the new card


CancelCancels the gift card

Select YES if it needs cancelled or NO if pressed by mistake


Then input your UserID and choose the Nominal Account you will be crediting and click Process:

Then click Yes to cancel the card.
Now return to the till and refund the customer to their original payment method using a service item as the stock code (such as OPEN) to refund against:




The amount column is greyed out and gift card number not entered until the SAVE button is selected

Now enter the Gift Card number and press ENTER
The information is returned to the screen and by default the total value is returned

The example is for €43.79 but the redeemed value on the Gift Card is €50
To change this press F9 and the value is set to 0

Now enter the amount and press save

Receipt will print showing a payment by Gift Card and the balance on the card
If, Cash Matching is selected then the matching screen will appear to match the payment against transactions


PROMOTIONAL GIFT CARDS

Promotional gift cards on behalf of the business where you want to drive some sales by giving a card for £/€10.00.
This transaction is different to normal as the company is liable for the value of goods.
There will be a code created that will point to different nominal accounts this can be found by checking the EPOS parameters.
This facility has a security setting and is linked to groups users are in.
Navigate to Tools - Tools Menu - Security - Group Access Rights - Select the group and then SALES
Scroll down to:

Set this to False so the group can do this.
Agility will need to be restarted for these to be applied.

    • Related Articles

    • EPOS - Vouchers

      INTRODUCTION Although vouchers are still in Agility more sites now use Gift Cards as this promotes branding and have the ability to be topped up and no need to reissue vouchers when something is bought for less. CREATE A VOUCHER Go to Nominal\Ledger ...
    • EPOS - Sales

      INTRODUCTION Agility Professional has a built in EPOS where a user can switch between retail and trade customers. The system has an integrated delivery and collection system more on these later. Collection: EPOS - Collections Delivery: Article ...
    • EPOS - Show Receipts

      INTRODUCTION When a customer has given a payment and it has been put the the till then these can be seen afterwards by going to the till and select Receipts - Show Receipts SHOW RECEIPTS This screen is then open with following search criteria: Date ...
    • Touch - Gift Cards

      Click the Gift Card button to sell a gift card to a customer: Enter or scan the gift card number into the box and then input an amount to credit to the card. Press Enter to add the card to the sale: Then click Pay to take payment for the Gift Card
    • EPOS - Till Menus and Additional Buttons

      INTRODUCTION On the actual till there is a ribbon menu and also a number of buttons that need explanation. SECURITY Group Access Rights Information to follow on what is driven by security. SALES Customer Price History - Disable History Button RIBBON ...