5 | Gift Voucher Setup

This article details Gift Certificates and the process of configuring a Till Function Map for their sale.

Gift Certificates are a type of Voucher that has monetary worth and can be used as a means of payment for a Transaction.

Gift Certificates can either be purchased directly or awarded with a Prize Promotion.

In Bepoz, Gift Certificates can be sold by creating as a Voucher Setup and by then configuring a Till Function to sell the Voucher.

Prerequisites

To access Voucher Setup features, the applicable Operator Privileges will need to be enabled

Gift Certificate

This Voucher Setup Type is a complete Gift Certificate tracking system
Gift Certificates are a type of Voucher that is set up and reported on in the same way as other Vouchers
Gift Vouchers, however, have extra reporting in the Balance Reports due to their inherent “value” rather than a Discount Amount
Both “Gift Certificate Issued” and “Gift Certificate Redeem” totals are reported separately
Pre-Printed Gift Certificates or pre-programmed magnetic cards are also supported

Getting Started

To Create a Gift Voucher setup, go to Marketing & Promotions > Voucher Setup
Click on Add Voucher Setup to Create a New Voucher or Edit Voucher Setup to Edit an existing Voucher Setup
Type the Voucher Name and Set the Voucher Type as Gift Certificate

The Value of Certificate field allows for setting a pre-determined monetary amount for Gift Certificate; to prompt the Operator to manually enter a value for the Gift Certificate, set the Value of Certificate to '0.00'

When issuing the Gift Certificate, the issuer will be asked to enter the lookup number or scan the Gift Certificate to supply the Lookup Number
Then the Gift Certificate is either scanned or the lookup number is then entered to redeem the Voucher at a later date
This is a Voucher Type-specific detail that needs to be considered while configuring the Gift Certificate Setup

The Different Sale Price flag allows for selling a Gift Certificate at a desired price value which could be different from the Value of Certificate
To sell Gift Certificate at a different price, turn ON the Different Sale Price flag

Once this flag is turned ON, it will display the Enter Sale Price field which allows for entering the desired price amount for the Gift Certificate

Note: If this flag is turned ON and the Enter Sale Price field is left to $0.00 then the Gift Certificates will be sold at $0.00 on SmartPOS

When selling Gift Certificates, the Till will use the Printer Format set as the Prize Promotion Printer Format for that Workstation

Gift Certificate Transactions

Gift Vouchers are typically sold from SmartPOS but can also be issued via a Prize Promotion or issued from BackOffice

Via Prize Promotions

To issue a Gift Voucher using a Prize Promotion, an Operator can link the Voucher to a Product which, when sold, will trigger the Voucher issue
These Certificates can also be linked to Accounts which can be done through Voucher Setup

Direct Selling

The Gift Vouchers can either be sold directly for their face value or can be sold at a different price from SmartPOS
Once the Gift Certificate Voucher Setup has been created, a function to sell these Vouchers has to be configured in the Till Function Map

Configuration Option	Description
Button Text	Enter the text that will display on the Till Function Button on SmartPOS Workstation screens
Function	Choose function as "Tender & Payment" This Till Function can be placed in any Panel accessible during the Transaction
Sub-Function	Choose Sub-Function as "Sell Gift Certificate"
Item	This sets the VoucherSetup ID that will be displayed in the SmartPOS workstation 0= lists all the available IDs

Once finished, Save the Function Map so that the Till Function can be used in SmartPOS
The Gift Voucher can now be sold directly from SmartPOS as a Product
As mentioned above, the Price of these Vouchers is either pre-determined or left for manual entry
Any changes to the Voucher Setup will also change the feature of the Voucher that is being sold through SmartPOS

Gift Certificate Reporting