Gift Certificates

Gift Certificates

Step by step guide for setup and processing of gift certificates for purchase and tender method in Point of Sale.

Note: If you use External GC Identifiers, enable the following options from POS Settings/System Settings/Interfaces tab.  External identifers all you to save a gift card the number on a gift card and then to subsequently redeem the gift card using its number

Step 1:  Add a liability account for Gift Certificates (generally current liability as a payable):

Step 2: Gift Certificate as an item in Inventory Manager under: 

NOTE: There should be a Gift Certificate category and item under System category already. Use this however change the Sales Account to the Gift Certificate Liability Account added above.

Step 3: Verify Gift Certificate is setup as a tender method:

Step 4A: Add the Gift Certificate Item in inventory manager to the applicable POS menus:

Step 4B: Add the Gift Certificate Tender Method to the POS Profile Tender Method adding the liability account as the GL Account:

Step 5. Processing a Gift Certificate
Sale of gift certificate from an applicable POS Profile:
Proceed as normal and select Gift Certificate in the POS, enter a face value and select OK:

Tender as you would normally to applicable tender method and select OK.

If  External Gift Certificates Identifiers is enabled, enter the Gift Card number (barcode support is available) and click OK

If Gift Certificate Memos are enabled, enter the memo and click OK.

Redeeming Gift Certificate:
To redeem a gift certificate at point of sale, select the Gift Certificate tender method. When the Gift Certificate Search form loads you can identify the gift certificate to redeem by entering the gift certificate number or the gift card number or details from the memo.  Select the gift certificate to redeem from the list.  if there are insufficiient funds left ont he gift certificate, you can choose another tender emthod for the balance or rdeeem another gift certificate.

Voiding a gift certificate:
NOTE: BCM does not allow the user to void an invoice which includes the sale of a gift certificate because at the time of the void, the gift certificate may be partially redeemed. The one exception is if the original sale was tendered “On Account”. The gift certificate can be canceled by making a payment on the member’s account through member manager using Gift Certificate as the tender method.