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Gift cards / Voucher

This article describes how you can create and manage Gift cards / Voucher

Gift cards/ Voucher

Navigation map

A. Overview of Gift Card/ Voucher window

B. Add pure Gift Cards

C. Add Vouchers

D. Voucher functions

E. Sale of Gift card and Voucher in POS/ register

F. The customer's use of Gift Card/ Voucher

G. Check balance on Gift card/ Voucher

H. Overview of all Gift card/ Vouchers

I. Export of Gift card/ Vouchers for printing

 

Gift cards can be used with a discount on individual items or as a voucher where you sell x number of items or a combination of items at a specific price.

Ex: Coffee voucher - Buy 10 for the price of 9, or combination - Coffee and cookie voucher where you can get a coffee and a cookie X times at a specific price.

 

A. Overview of Gift Card/ Voucher window

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1. NAME The name you want to give the gift card/ voucher.
2. EXPIRE INTERVAL The number of days the gift card/ voucher is valid.
3. UNITS Number of times you can use the voucher (used with voucher).
4. CATEGORIES Under which buttons the gift card/ voucher is available.
5. PRICING Set VAT-Rate, cost price and retail price. (0% VAT-Rate on gift card/ voucher)
6. IMAGE Set an image for the gift card/ voucher.
7. INCLUDES ADDONS Indicates whether addon's products are covered by the gift card/ voucher price.
8. APPLY GIFT CARD TO... Apply this gift card to all products (pure gift card)
9. VARIABLE PRICE Set variable price -Set so customers can choose the value of the gift card.
10. REMOVE Remove an existing gift card/ voucher.
11. INVALID/ SAVE Save created gift card/ voucher.

 

B. Add pure Gift Cards

1. Go to GIFT CARDS - TYPES in the Backoffice menu.

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2. Press ADD NEW to add a Gift Card.

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3. Fill in gift card information

- NAME: The name you want to give the gift card.

- EXPIRE INTERVAL: Set number of days the gift card is valid.

- APPLY THIS GIFT CARD TO ALL PRODUCTS: Set YES (for pure gift card)

- PRICING: Set VAT-rate (0% for gift card), and set VARIABLE PRICE for pure gift card.

- IMAGE: (optional) Choose an image for the gift card.

- CATEGORY: Select a category to see which buttons the Gift card is available in the POS.

- SAVE gift card.

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C. Add Voucher

1. Fill in voucher information

- NAME: The name you want to give the voucher.

- EXPIRE INTERVAL: Set number of days the voucher is valid. (set 0 for no expiration date).

- APPLY THIS GIFT CARD TO ALL PRODUCTS: Set NO (Voucher only applies to a specific type of coffee)

- PRICING: Set VAT-rate (0% for voucher), and set price. In the example below, it is 100 KR         for 10 Regular Coffee.

- IMAGE: (optional) Choose an image for the gift card.

- CATEGORY: Select a category. To see which buttons the Voucher is available in the POS.

- SAVE voucher.

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D. Voucher functions

In ELIGIBLE SETS you choose which items the voucher applies to. In our first voucher example above, there are items in the Regular coffee category, but here you could choose individual products. You can also add a combination, ex. Regular coffee and Cookies. There are basically no restrictions on the number of sets, but remember that the customer must also understand the offer in the voucher - so our tip is, keep it simple!

1. Select items, press - ELIGIBLE SETS

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2. Search and select the category and/or product that applies to the voucher.

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When we have finished defining the Gift card/ Voucher, you can sell them from the POS/ register.

 

E. Sale of Gift card and Voucher in POS/ register

To sell a Gift card/ voucher from the POS/ register:

1. Select from the menu above the receipt - MORE - GIFT CARD.

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2. Select the Gift card or Voucher.

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3. Select the Gift card or Voucher (by category set in the back office) or scanner if you have pre-printed cards (both 2D scanner and image via iPad can be used).

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A coupon (QR code) is now printed out which the customer must take care of - this can also be sent to the customer's email so that it is available, for example, on the customer's phone.

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F. The customer's use of Gift Card/ Voucher

Sell items normally. The Gift card/ voucher is scanned with a 2D scanner or by holding a receipt in front of the camera on the iPad.

 

G. Check balance on Gift card/ Voucher

A common question from customers is if there is anything left on the card or what the balance is.

To be able to answer questions or avoid quarreling with customers, the checkout shows the complete history and balance of the coupon by scanning it. It shows how much is left on the Gift card/ voucher. By clicking on details, the cashier picks up all sales on the Gift card/ voucher.

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H. Overview of all Gift cards/ Vouchers

1. Enter menu options GIFT CARDS - CARDS.

Information is displayed about all issued Gift cards/ Vouchers. Everyone has a unique ID that allows the cashier to count down usage. Normally this is done at checkout, but if there is something you are wondering about, this is a nice log and overview.

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2. By choosing Order history, you have a full overview of all movements.

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I. Export of Gift card/ Vouchers for printing

It is possible to export predefined Gift cards/ Vouchers for printing. QR-Codes can be generated. This is only recommended for large users of this feature.

1. Press the GENERATE QR-CODES

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2. A zip-file with generated QR-Codes will be downloaded.