faq:setting_up_gift_cards
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faq:setting_up_gift_cards [2012/08/19 19:22 (12 years ago)] – swingett | faq:setting_up_gift_cards [2021/07/28 15:13 (3 years ago)] (current) – jbalasabas | ||
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====== Setting Up Internal Gift Cards - Barcodes ====== | ====== Setting Up Internal Gift Cards - Barcodes ====== | ||
+ | [[https:// | ||
===== Overview ===== | ===== Overview ===== | ||
The set up of the Gift Card program in System Five can generally be broken down into a few key parts | The set up of the Gift Card program in System Five can generally be broken down into a few key parts | ||
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* Category set up | * Category set up | ||
* Inventory item set up | * Inventory item set up | ||
- | * Quantity load / Label set up | + | * 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 | + | 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 |
- | 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 | + | <note important> |
+ | - The gift card numbers should not be less than six character in length | ||
+ | - The number being used should NOT start with a 3, 4, 5 or 6 as this may cause confusion with other card types | ||
+ | </ | ||
+ | |||
+ | 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 | ||
+ | |||
+ | It is possible to have the gift card program set up to make use of an external payment provider such as FIS/ | ||
- | 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. | ||
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The following section are all performed in the Setup Wizard | The following section are all performed in the Setup Wizard | ||
- | Setup Tools | Setup Wizard | + | **Setup Tools | Setup Wizard** |
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The Gift Card tender type must be enabled for the gift card program to work. | The Gift Card tender type must be enabled for the gift card program to work. | ||
- | Invoice Setup | Tender types | + | **Invoice Setup | Tender types** |
* Select the **Enabled** column on the Gift Card line to turn on the tender type | * Select the **Enabled** column on the Gift Card line to turn on the tender type | ||
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==== Credit Card Options ==== | ==== Credit Card Options ==== | ||
- | 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. | + | 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/ | + | **Credit/ |
* Enable the option **Ask For Gift Cards** | * Enable the option **Ask For Gift Cards** | ||
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- | ==== Gift Card Option | + | ==== Gift Card Options |
The gift card program options are enabled to tell System Five that these are now going to be in use. | The gift card program options are enabled to tell System Five that these are now going to be in use. | ||
- | Credit/ | + | **Credit/ |
- | * Enable **USe System Five Gift Card / Gift Certificate Program** | + | * Enable **Use System Five Gift Card / Gift Certificate Program** |
* Enable **Print Labels when issued** | * Enable **Print Labels when issued** | ||
* Enable **Print labels when redeemed** | * Enable **Print labels when redeemed** | ||
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* 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) | * 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) | ||
- | <note important> | + | <note important> |
- The gift card numbers should not be less than six character in length | - The gift card numbers should not be less than six character in length | ||
- | - The nuber being used should NOT start with a 3, 4, 5 or 6 as this may cause confusion with other card types | + | - The number |
</ | </ | ||
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==== Card Number Ranges ==== | ==== Card Number Ranges ==== | ||
- | The card number | + | The card number |
- | Credit/ | + | **Credit/ |
* Specify the length of the card number in the **Length** column | * Specify the length of the card number in the **Length** column | ||
- | * Sepcify | + | * Specify |
* Specify the last card number able to be used in the **End Range** column | * Specify the last card number able to be used in the **End Range** column | ||
* Leave the **Pre-Amble** column **blank** | * Leave the **Pre-Amble** column **blank** | ||
* Leave the **Post-Amble** column **blank** | * Leave the **Post-Amble** column **blank** | ||
* Specify the letter for the gift card tender type in the **Tender Type** column | * Specify the letter for the gift card tender type in the **Tender Type** column | ||
- | * Sepcify | + | * Specify |
* Set the **Check Sum** column to **N** | * Set the **Check Sum** column to **N** | ||
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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. | 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 Tools | Configuration | Category |
* Select and appropriate Main Category to put the Gift Cards in. If one does not exists, create it. | * Select and appropriate Main Category to put the Gift Cards in. If one does not exists, create it. | ||
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* Add a new sub category into the main category for the gift cards | * Add a new sub category into the main category for the gift cards | ||
- | * Set the **Name** column to a desciption | + | * Set the **Name** column to a description |
* Set the **Type** column to Gift Card | * Set the **Type** column to Gift Card | ||
- | * Set the **Income** column to a liability account | + | * Set the **Income** column to a liability account. (Make sure the account does not already exists for another purpose) |
* Set the **Cost** column to the same account as Income. (No cost is entered on the part itself) | * Set the **Cost** column to the same account as Income. (No cost is entered on the part itself) | ||
{{faq: | {{faq: | ||
+ | |||
+ | |||
+ | ===== Inventory Item Configuration ===== | ||
+ | An inventory item must be created so that gift cards can be sold to customers | ||
+ | |||
+ | **Inventory and Purchases | Inventory | New Item** | ||
+ | |||
+ | * Select the **Main/Sub Category** for the part | ||
+ | * Specify the **Part Number** | ||
+ | * Select **Create** | ||
+ | |||
+ | {{faq: | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | * Go to the **Taxes** tab | ||
+ | * Turn off the taxes. (This is correct for Australia as the tax is collected when the card is redeemed for goods) | ||
+ | |||
+ | {{faq: | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | * Go to the **Misc Part** tab | ||
+ | * Select **%% Misc Part (cost is a percentage of Selling Price) | ||
+ | * Set the **Percent** field to zero | ||
+ | |||
+ | {{faq: | ||
+ | |||
+ | |||
+ | ===== Label Configuration ===== | ||
+ | The label needs to be set up so the user has something to present to the customer when a gift card is purchased. This page is not a tutorial on form/label design. | ||
+ | |||
+ | **Setup Tools | Printing Options | Form and Label Designers | Label Designers | Label Size Setup** | ||
+ | |||
+ | * Create a new label size that is slightly smaller than an A4 page * | ||
+ | |||
+ | {{faq: | ||
+ | |||
+ | **Setup Tools | Printing Options | Form and Label Designers | Label Designers | Gift Card and Certificate Label Designer** | ||
+ | |||
+ | * Create a new gift card label using the label size set in the previous step | ||
+ | * In this example the following variables are used | ||
+ | * Gift Card Transaction Date | ||
+ | * Gift Card Number | ||
+ | * Gift Card Operation | ||
+ | * Gift Card Transaction Amount | ||
+ | * Gift Card Authorization | ||
+ | * Gift Card Balance | ||
+ | * Multiple Text and Rich Text fields for extra information | ||
+ | |||
+ | {{faq: | ||
+ | |||
+ | |||
===== Checklist ===== | ===== Checklist ===== | ||
* You have printed out the appropriate documentation on setup | * 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 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 | + | * - Gift Card Part Setup help file topic, with information on the gift card category |
* - KB504 the knowledge base topic on how to set up gift certificates | * - KB504 the knowledge base topic on how to set up gift certificates | ||
* - This document for screenshots of additional settings | * - This document for screenshots of additional settings | ||
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* The field in Last Certificate Number does not show in Yellow. | * 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 | * If the field shows in Yellow then there is not a valid gift card range defined | ||
+ | |||
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* [[http:// | * [[http:// | ||
* [[http:// | * [[http:// | ||
- | + | * {{faq: | |
- | + | | |
- | Back to [[Ledger]] | + | |
- | + | ||
faq/setting_up_gift_cards.1345429345.txt.gz · Last modified: 2012/08/19 19:22 (12 years ago) by swingett