Overview:
This article will follow step-by-step instructions for redeeming a physical gift card in the Sales module as well as redeeming a digital gift card connected to a customer profile.
- Part One: Redeem a Physical Gift Card.
- Part Two: Redeem a Digital Gift Card from a Customer Profile.
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
- Must have the Sales module
- Must have already issued a physical gift card to a customer or to the customer profile
Steps: Part One
Follow the below steps to redeem a physical gift card:
1. Go to the Sales module.
2. Add the items intended for purchase with the gift card into the shopping cart.
3. Click "Pay Now".
4. Click "Gift Card".
5. Swipe gift card or manually enter in the gift card number and click submit.
Steps: Part Two
Follow the below steps to redeem a digital gift card from a customer profile:
1. Go to the Sales module
2. Add the items intended for purchase with the gift card to the shopping cart
3. In the Customer Search bar, add the customer profile for the customer wanting to pay with the gift card on their account, and select 'Gift Cards'. Any gift cards previously issued to the customer profile will display here.
4. Select 'Pay' next to the gift card the customer would like to use. This will automatically complete the transaction if there are enough funds on the gift card to do so or leave a remaining balance to be paid by the customer.
FAQ:
Q: How do I sell a gift card?
A: This article will follow step by step instructions to selling a gift card from the sales module. Note: If the gift card is sold with the intent of assigning it to a customer profile, be sure to fill out the Customer field within the gift card pop up box.
Q: Can I edit a gift card after is has been sold?
A: Yes! This article will follow step-by-step instructions for editing a gift card after it has been sold.
Q: Where can I purchase physical gift cards from?
A: Physical gift cards can be purchased from Plastic Resources. This article follows step-by-step instructions for purchasing gift cards through Plastic Resources as well as a link to their website.
Q: Why won't the gift card number populate when I swipe the gift card through the credit card device?
A: The foreUP payments credit card devices, as well as Stripe devices, cannot read the Magtek strip on the back of the gift card. The gift card ID will need to be manually entered in the Sales module when being redeemed.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737