How to create a gift card button

This document will detail how to make a button for a gift card purchase.

Creating the gift card button

1. Navigate to create a new item
   1. Backoffice --> POS --> Expand items --> Expand Charges category 
   2. Right click on Charges category to see the option to "Add New Item"
      
      
      
      
2. A new Item will be created.
   1. Name the PLU and give it an icon.
      1. We have a gift card icon that can be using for this.
         

         

         
         
         
   2. Set up the Items Associations section
      1. Set Tax type to Non-Tax
      2. Set Reporting Group to Gift Cards
         

         

         
         
         
   3. Set the Pricing and Availability
      1. Check the box for "Variable Priced" so that you can enter the price of the gift card when it is purchased.
      2. Set the Default Price to zero ($0) as it wont save unless there is something in the default price section. 
   4. Click Save
      

      

      
      
      
      
      
3. After you have saved the Item, go to the Advanced tab
   1. Change Item Type in the Item Details section to the Gift Card Sale.

Creating the Gift cardCard typeType

1. Navigate to the Gift cards section.
   1. Backoffice --> POS --> Gift Cards --> Gift Card Types tab
      

      

      
      
      
   2. Add new record

1. Name: 
2. Item: 
3. Funding Percentage:
4. Context Filter: 
5. Prompt for Customer Name: 
6. Print Balance Slip on Sale: 
7. Print Pre-Activation Slip on Ring:
8. Gratuity Allowed: 
9. Auto Activation: 

 

Multiple Gift Card Types

SelectIn our POS system, you can have multiple types of gift cards — such as Standard, Promo, Holiday, etc. — and each type can have its own dedicated button for selling. However, all gift cards are redeemed using the same “Gift Card” payment button, and the system recognizes cards based on their number, not their type.

Why the Card Design Matters
Because the system can't tell the type during redemption, it's important that each gift card type is physically distinct — such as having different colors or designs — to avoid mix-ups.

Here’s a Common Issue:

• Let’s say you sell a gift card (card #1234) as a Standard gift card for $20.

• The customer uses the full $20 — that card is now considered used.

• Later, if you try to sell that same card number (#1234) again, but this time as a Promo card, the system gets confused.

• It sees that card number already linked to a Standard card and won’t allow it to be used again — it will cause an error when trying to redeem it.

The Fix (Feature added in 2023):
To prevent this, we’ve added a feature that lets you assign a gift card number range to a specific gift card type. That way, card numbers that belong to “Standard” gift cards can’t accidentally be sold as “Promo” cards, and vice versa.

Important:
This feature wasn’t originally enabled in the system, so some existing customers may not have their gift card types tabor andnumber clickranges theproperly pencilset toup edityet. theWe recommend reviewing your current gift card type.inventory and setup to make sure each type is clearly defined with:

• • A unique physical design

  • A dedicated number range (we can help set this up)

Select any options you would like to add to the gift card then press update to save.

You can create multiple gift card types, however, a PLU can only have one type. If you create a new type of gift card you will need to make a separate gift card sale PLU for each type you would like represented in your system. The GIF below will detail how to create and add the new gift card type to a PLU.