Implementation in Back Office:

Page Navigation: My Stores >> Products/Items >> Gift Card

  Users can do issue (sold), recharge, Adjust for the gift card at the back office.

  And the values are recorded in the gift card report as well as in the Non-sale revenue section of the sale recap report for the respective activities.

  As of now, only the gift card sold at the POS end is recorded under the payment summary.

  Mismatch in reporting can occur because of this.

  To avoid the reported mismatch, a payment selection option should be implemented for the gift cards sold from the back office.

  When the user does sell the gift card, system should show the payment options.

  The payment options should have “Cash”, “Card” and “Discount”.

  Users can select any one of the options.

  A field to select the type of card should be shown when choosing the "Card" option.

  The card type should list all the available cards like Amex, Diners, Visa, Master, Others.

  Users can select any one type of card they want.

  The user should enter the last 4 digits of the card used.

  If the user selects the payment option as a discount, the respective gift card sold at the back office should subject to a fixed discount of 100%.

  All the sale details using the payment type card should be shown under the credit card section in the sale recap report.

Screen Layout:

Note:

·         The payment selection option should be shown while doing issue, recharge and adjust.

·         User can do both incremental and decremental adjust with the gift card. Only on doing the incremental adjust, the payment selection option should be shown.

Note:

The system allows “0.00” to be set as a balance. No need for the payment selection pop-up in that scenario.

Impacts on Reports:

  The gift card (sold, issued, adjusted values) from the back office should be recorded as a sale and reflects in the following reports,

1) Payment Summary section of sale recap report.

2) Other Payment(s) section of sale recap report.

3) Non-sale revenue section of sale recap report.

4) Transaction Report

5) Daily Tender Report

6) Weekly summary report

7) Sale Summary report

8) Sale Recap Report.

  The Discount in Gift Card also record the gift card sold using discount payment option.

Page Navigation: My Stores >> Reports >> Gift Cards

  A new column “Sold In” should be included in the Gift card report.

  The column should record from where the gift card sold activity has happened.

  If the gift card is sold at the POS, then the “Sold In’ column should mention it as “POS”.

  If it is BO, then the “Sold In” should be “Back office’ and the name of the employee who did the respective activity should be shown in the “Employee” column.

  The transaction date and the timing should be recorded.

Screen Layout: