Gift Certificate / Store Credit

Working with Gift Cards

Gifts Cards allows you to pre-order professionally designed gift cards already numbered and barcoded for your convenience. Credit can be added to an existing card at any time.

Activating / Adding Credit to a Gift Card

Main Menu > Gift Certificate/Card section > Sell/Update Gift Card button

• If the customer is purchasing other items as well as a Gift Card, you should activate the Gift Card first, as this will automatically create the Invoice for all of the purchases.

• If you are giving the Gift Card to the customer as a promotional item, you will need to follow alternative steps (see below).

• At any time, the customer may add additional credit to the Gift Card. The procedure is the same as buying the Gift Card for the first time.

How to Activate / Add Credit to a Gift Card

1. Click the Sell/Update Gift Card button.
   
   A dialog box appears.

2. Scan the gift card's barcode into the Gift Card Number field or hand-enter the card number.
   
   The cursor automatically advances to the Value of Gift Card field.

3. Enter the amount into the Value of Gift Card field as a number only, e.g. 60.

4. Click OK.
   
   The Gift Card data is recorded and the Invoice screen appears with the Gift Card entered as the item to purchase; the item is automatically tax-exempt.
   
   You do not have to collect the customer name as ownership of the Gift Card may change.

5. Process the payment and enter the customer name.
   
   OR
   
   If you are giving the Gift Card to the customer as a promotional item, you must take a payment as a Credit Memo for the card's amount. Make a reference such as 'promo'

6. Click Done.

Tip: If you do not want to ask the customer's name, you could create a customer called "Walk-in". This will help to track which items are being sold and the dollar value of walk-in traffic.

Avoid taking a Credit Memo payment for the default "Walk-in" customer.

How to Load Promotional Gift Cards

If you are creating Gift Cards as promotional items,then you do not want to the card to appear an Invoice. Follow these steps.

1. Log in as level4 and, from the Main Menu, click the Gift Certificate icon.

2. Click the New Gift Card Override button.
   
   A dialog box appears.

3. Enter the Card Number of the card and the Amount to load onto the card.
   
   If you have a batch of cards to add, start with the first card.

4. Click OK.

5. Click  the New Gift Card Override button again.
   
   Note how FrameReady has increased the serial number by a value of one and has auto-entered the previous amount. Click OK to create this card. Repeat as needed.

Adding a Gift Card to an Invoice

• See: How to Add Gift Cards to an Invoice

Redeeming a Gift Card

When the customer returns with the Gift Card, to make a purchase, the Gift Card is accepted as a method of payment. The record is updated in the Gift Certificate/Card file. You will be alerted if there is not enough funds to cover the entire purchase.

How to accept a Gift Card for Payment

1. Create or locate the customer's Invoice and click the Enter A Payment button.

2. Select Gift Card from the Tender field.

3. In the Reference field, scan or type in the Gift Card number.

4. Click Done.
   
   FrameReady looks up the value of the card.

5. If the amount on the Gift Card cannot cover the full amount of the purchase, a dialog box appears identifying the amount to be covered as well as the amount remaining to be paid.

   • For example, This Gift Card is only valued at $100. A balance of $52.20 will need to be tendered by some other means.

   • Click OK.
     
     The screen returns to the Payment dialog box where you can select Done and then enter another payment from the customer to cover the balance.

6. If the amount on the Gift Card exceeds the full amount of the purchase, a dialog box appears identifying the new amount remaining on the card.

   • For example, A credit of $47.80 is still available on this card.

   • Click OK.
     
     The screen returns to the Payment dialog box where you can select one the Done buttons.