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The set up of the Gift Card program in System Five can generally be broken down into a few key parts
The Setup Wizard options enable the various parts of System Five. The category and inventory item set up allow the user to then start selling and redeeming gift cards. If there are pre-printed cards to be used for the gift card program, then a quantity load onto the part created is a good idea as this can be used in conjunction with Highs and Lows for reordering. If the gift card is just a normal sheet of paper run through a printer, then quantity control is not going to be needed.
The set up in this example is for printing a certificate on a regular piece of paper. If the user has some pre-printed cards, then the label design would just need to contain the transaction authorization number and new dollar values.
It is possible to have the gift card program set up to make use of an external payment provider such as FIS/Worldpay (Also known as Vantiv and Mercury Payment). This is a recommended way to set up the gift card program for use with System Five Polling or W.E.A.R.. This type of configuration is beyond the scope of this document.
The following section are all performed in the Setup Wizard
Setup Tools | Setup Wizard
The Gift Card tender type must be enabled for the gift card program to work.
Invoice Setup | Tender types
Please note that tender type G is Gift/Store Cards
The credit/debit card verification options are to be enabled so that the tender screen shows the appropriate fields for the gift cards to be redeemed.
Credit/Debit Card Verification Options | Credit Card Info | Gift Cards
The gift card program options are enabled to tell System Five that these are now going to be in use.
Credit/Debit Card Verification Options | System Five Gift Card / Gift Certificate
The card number range needs to be specified so System Five knows what card type is in use.
Credit/Debit Card Verification Option is | System Five Gift Card / Gift Certificate | Card Number Ranges | Barcodes
A category needs to be specified to contain the gift card parts to be sold. These parts cannot be mixed into a normal category as the set up for the financial posting is different to normal parts.
Setup Tools | Configuration | Category Setup
An inventory item must be created so that gift cards can be sold to customers
Inventory and Purchases | Inventory | New Item