The Gift Card Setup screen is located in Configuration Manager under the Tables menu. It is used to enter the Trigger settings for how Gift Cards are accepted in Sales Manager.
Name: Displayed as the title of the Gift Card Entry screen when entering the Gift Card in Sales Manager.
Trigger By: Defines the Inventory Item(s) or Payment Type(s) used to automatically display the Gift Card Entry screen when the Gift Card item is sold/redeemed.
Enabled Actions: Defines the types of Gift Card transactions that may be selected from the Gift Card entry screen. Each Trigger requires at least one Enabled Action.
Display As: Defines the manner in which Gift Cards are displayed and printed on a Sales Invoice.
Report As: Defines the manner in which Gift Cards are reported (as Payments or Line Items). All Gift Card - Report As settings should be set the same way (i.e. as either Line Items or Payments) for all Triggers.
Default: Defines the Action to use after the Gift Card Number is entered.
Fixed Amount: If On, the Amount field cannot be changed (for predetermined amounts).
Confirm Amount: If On, the Amount field is automatically selected after the card is entered.
Confirm Action: Used to pause the Default Action after the Gift Card number is entered. If On, the Clerk is prompted to select the Action to perform. If Off, the Default Action is automatically selected.
Save "Check Balance" Results: If On, the Gift Card Balance returned from the processor is added to the transaction as either a line item or a payment.
Security Level: Defines the Clerk Security Level required to use the Gift Card Trigger (if triggered by a line item or payment and the clerk is not allowed to use it, then the line item or payment is removed).
Auth Method: Defines the Payment Authorization Method used to process the Gift Card (select None if using a Cayan Genius PINPad device).
Gift Cards - general information.
Report As: Payment Type vs. Line Item - the difference between reporting Gift cards as a Payment Type vs Line Item.
Tokens - the difference between reporting Gift cards as a Payment Type vs Line Item.
Gift Card Entry - entering the Gift Cards and selecting the required action (in Sales Manager).
Configuration Manager Contents