In this tutorial, we are going to show you how to create a gift cards.

Step-by-step

To successfully create a gift card, the following steps should be done in the Backoffice: 

1. Create a turnover group that corresponds to the tax requirements
2. Create a product group for a better organisation of your products in the Backoffice
3. Create the actual gift card, which results in adding a product
   1. Which you then can assign to the before added product group
4. Create a menu and assign the gift card to it for better access of your gift cards in the POS
5. Create a payment method for gift cards, so your guest can pay with them
6. Assign the previously created payment method to a payment method menu
7. Once all the steps have been completed, the changes have to be sent to your POS

• How do I add and manage turnover groups?
• How do I add a new product group?
• How do I manage products and create new ones?
• How do I manage and arrange menus (incl. sub-menus)?
• How do I add and manage payment methods (incl. payment menus)?

Creating a gift card - adding a new product

1. Under the same menu, select the submenu Products. Then, click on + Add product
2. Fill in the name of the product into the corresponding text field (e.g. Gift card €10)
3. Select a Product group from the given drop-down menu
4. For the Turnover category, the default should be applied from the selected product group
   1. If the VAT is not set up for the product group, set the rate to 0% and set the checkmark for VAT included
5. Enter the Price into the given field, which corresponds to the value of the gift card
6. Under Process, set the Workflow to Native gift card top-on

1.  For the Processing type, select Top-up
2. Once everything is set up, click on Save to apply the changes

 Creating a payment method for the gift card

1. Click on the menu Payment, then select the submenu Payment methods
2. Then click on + Add payment method
3. Enter the name of the payment method (e.g. Gift Card) into the given text field
4. For Payment method type, select Native gift card

1.  Choose the required currency (e.g. Euro)
2. Select Voucher payment through the given drop-down menu of Fiscal reference
3. Once done, click on Save to apply the changes

Sending the changes

The final step consist of sending changes to your POS, so the gift cards can be used right away. To do so, go to the main menu General and select the sub-menu General. From there, click on Send. The updates should now be effective in your POS.

You are now able to print gift cards from your POS!

🎓 Downloadable PDF

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