To Add a Gift Card Sale
Optional
Gift Certificate Details
To Add a Gift Card Sale
Step 1:
Open a POS Guest Profile
Step 2:
Select “Gift Series”
Step 3:
“Sold By” refers to a User – this will default to the User that is currently logged in, but you may select another User from the dropdown list
NOTE: If you have a commission structure set in place for selling Gift Certificates, you want to make sure to assign the correct “Sold By” User
Step 4:
Search the Activity “Gift Card”
NOTE: All search functions have the option to search all fields. Leave the search box blank and select “Search” – this will populate all items within that field
Step 5:
Select the Activity – all sales data will automatically populate
Step 6:
The Date will automatically populate to the current date
Step 7:
The Expiration Date will populate to 5 years our, but you may enter a different Expiration Date here
Step 8:
The Purchaser will automatically populate to the Guest Profile you are currently in
Step 9:
The Telephone will automatically pull from the Guest Profile, but you may enter a different telephone here
Step 10:
Price will automatically populate based on the configured amounts, but you may enter the value the Guest would like to purchase
Step 11:
Total will automatically populate
Step 12:
Select “Save” – you added a dollar-value Gift Card Sale!
Optional
If you wish to continue adding another Gift Certificate Sale, select “Save and Add New” to repeat the process!
Gift Certificate Details
Enter a description of the Occasion.
Select the Recipient tab if this will be a Gift for someone other than the Purchaser – enter their name and contact information.
