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In-house Self-hosted Gift Card Program

MS Info

MicroSale’s self-hosted gift card program offers flexibility for single or multiple locations, allowing cards to function as stored-value, house accounts, or corporate meal cards.

1. Gift Card Setup

  1. Creating a Gift Card Tender Button

    • Go to Managers Menu > Register Setup > Terminal Configuration > Tender Setup.
    • Name it “Gift Card Redeem,” tick House Account, and save.

  2. Creating a Gift Card Menu Button

    • Go to Menu Maintenance > Menu Items and Pricing.
    • Name the item (e.g., “Gift Card”), link it to Gift Certificate department, set as open price, and remove sales tax.
    • In Button Layout, select and assign “Gift Card” from unassigned buttons.

2. Selling and Redeeming Gift Cards

  1. Selling a Gift Card

    • Go to the order screen, select Gift Card category, enter price, and tap Done.
    • Process payment (e.g., cash, credit; avoid gift card tender here).
    • Swipe to activate the gift card.

  2. Redeeming a Gift Card

    • Complete order and select Gift Card on payment screen.
    • Enter specific amount (if not full balance) and swipe the card.

  3. Checking Balance

    • From order screen, select Gift Card Balance and swipe the card.

3. Managing Gift Card Balances

  1. Transferring Balances

    • Go to Managers Menu > Gift Certificate House Account > Utilities > Edit Account Balance.
    • Deduct from original card; add credit to the new card.

  2. Modifying Balances

    • Administrator Access Required:
      • Go to Edit Account Balance to adjust for balance discrepancies.
      • Modify in Register Options > Misc Functions > Edit Account Data.

4. Additional Gift Card Options

  1. Expiration Dates

    • Go to Menu Maintenance > Menu Items and Pricing. Set expiration period based on activation or sale date.

  2. Promotional Gift Cards

    • Discount or comp gift cards for events, but retain full activation balance.

5. Exporting and Accounting

  1. Exporting Gift Card Balances

    • Go to Managers Menu > Gift Certificate House Account > Utilities > Create Export File.
    • File saved in C://Program Files (x86)/Micro$ale/Account Export/HouseAccount.TXT.

  2. Bookkeeping

    • Sales: Gift card sales are recorded as "Non-sales revenue" for future goods.
    • Redemption: Gift card use appears as “non-cash tender.”