The set up of the Gift Card program in System Five can generally be broken down into a few key parts

• Setup Wizard options
• Category set up
• Inventory item set up
• Quantity load / Label set up

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 gif cards. If there are preprinted 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 authorisation 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 Mercury Payments. 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

• Select the Enabled column on the Gift Card line to turn on the tender type

Please note that tender type G is Gift/Store Cards

The credit/cebit 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

• Enable the option Ask For Gift Cards
• Enable the option G Gift Card

The gift card program options are enabled to tell System Five that these are now going to be in use.

Credit/Debit Card Verification Optionis | System Five Gift Card / Gift Certificate

• Enable USe System Five Gift Card / Gift Certificate Program
• Enable Print Labels when issued
• Enable Print labels when redeemed
• Enable Auto Sequence Gift Card Numbers
• Enter a starting point for the gift card numbers in the Last Certificate Number field (If the field turns yellow, a matching card range does not exist)

The card number raage needs to be specified so System Five knows what card type is in use.

Credit/Debit Card Verification Optionis | System Five Gift Card / Gift Certificate | Card Number Ranges | Barcodes

• Specify the length of the card number in the Length column
• Sepcify the first card number able to be used in the Start Range column
• Specify the last card number able to be used in the End Range column
• Leave the Pre-Amble column blank
• Leave the Post-Amble column blank
• Specify the letter for the gift card tender type in the Tender Type column
• Sepcify the rule for the card number in the Mask column. Typically this is all zeros for the Length of the card number
• Set the Check Sum column to N

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 | Catory Setup

• Select and appropriate Main Category to put the Gift Cards in. If one does not exists, create it.

• Add a new sub category into the main category for the gift cards
  • Set the Name column to a desciption that makes sense for the business
  • Set the Type column to Gift Card
  • Set the Income column to a liability account
  • Set the Cost column to the same account as Income. (No cost is entered on the part itself)

• You have printed out the appropriate documentation on setup
• - Gift Card Setup help file topic, with the setup wizard settings you need to select
• - Gift Card Part Setup help file topic, with information on the gift card caterogy setup
• - KB504 the knowledge base topic on how to set up gift certificates
• - This document for screenshots of additional settings
• Use System Five Gift Card option is selected in the Setup Wizard.
• Use Mercury Payment Gift Cards are not selected
• Ask for Gift Cards option is selected in the Setup Wizard
• - The Tender Type “G Gift Card” is checked off under gift cards
• - Warning: The Tender Type “G Gift Card” can not be checked off under the other tabs here (Credit Cards, Cheques, Debit/Bank Card

• Auto Sequence Gift Card Numbers is not selected unless you are using non-pre-numbered gift certificates.
• The field in Last Certificate Number does not show in Yellow.
• If the field shows in Yellow then there is not a valid gift card range defined

• http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&t=training:pos_tender_gift_card_setup
• http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?gcdcontents.htm

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