REDEEM FUNDS FROM A GIFT CARD
- Process the sale transaction on your POS, indicating that the payment method is a gift card
- Using the terminal number pad, enter the redemption amount
- Touch REDEMPTION
- Swipe the gift card
You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, enter the card number, and then touch OK - The server deducts the amount from the card balance, and the terminal
prints a transaction receipt. Tear off the receipt and hand it to
the customer with their card. Touch OK to print a second
receipt, or touch CANCEL
EMPTY A GIFT CARD’S BALANCE
NOTE: Empty Card is only for transactions of $4.99 or less. If the card balance is not known, use the Balance procedure
- Process the sale transaction on your POS, indicating that the payment method is a gift card
- Touch the Action button () on the terminal main screen
- Touch the Transactions button ()
- Touch EMPTY CARD
- Swipe the gift card
You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, enter the card number, and then touch OK - The server empties the card balance, and the
terminal prints a transaction receipt. Tear off the receipt and hand it
to the customer. Touch OK to print a second receipt, or touch CANCEL
CHECK A GIFT CARD’S BALANCE
- Touch the Action button () on the terminal main screen
- Touch the Transactions button ()
- Touch BALANCE
- Swipe the gift card
You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, enter the card number, and then touch OK - The
server verifies the card balance, and the terminal prints a transaction
receipt showing the current balance. Tear off the receipt and hand it
to the customer with their card. Touch OK to print a second receipt, or touch CANCEL
INCREMENT A GIFT CARD (ADD FUNDS)
- Process a sale transaction on your POS for the amount the customer wishes to add to the card balance
- Touch the Action button () on the terminal main screen
- Touch the Transactions button ()
- Touch INCREMENT
- Using the number pad, enter the increment amount
- Touch INCREMENT
- Swipe the gift card
You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, enter the card number, and then touch OK - The server adds the increment
amount to the card balance; the terminal prints a transaction receipt
showing the new balance. Tear off the receipt and hand it to the
customer with their card. Touch OK to print a second receipt, or
touch CANCEL
COMPLETELY REVERSE A PREVIOUS REDEMPTION
- Touch the Action button () on the terminal main screen
- Touch the Transactions button ()
- Touch COMPLETE CANCEL
- Touch COMPLETE CANCEL
- Using the number pad, enter the Transaction confirmation number and touch OK
- Swipe the gift card
You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, enter the card number, and then touch OK - The
server reverses the previous redemption and increments the total to the
card balance; the terminal prints a transaction receipt showing the
updated balance. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL
PARTIALLY REVERSE A PREVIOUS REDEMPTION
- Touch the Action button () on the terminal main screen
- Touch the Transactions button ()
- Touch PARTIAL CANCEL
- Using the terminal number pad, enter the amount to reverse
- Touch PARTIAL CANCEL
- Using the number pad, enter the Transaction confirmation number and touch OK
- Swipe the gift card
You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, enter the card number, and then touch OK - The
server reverses the previous redemption and increments the total to the
card balance; the terminal prints a transaction receipt showing the
updated balance. Tear off the receipt and hand it to the customer with their card. Touch OK to print a second receipt, or touch CANCEL
ACTIVATE A GIFT CARD
NOTE: Activation is only for new gift cards
- Process the sale for the new gift card’s value on your POS
- Touch the Action button () on the terminal main screen
- Touch the Transactions button ()
- Touch ACTIVATION
- Using the terminal number pad, enter the amount to increment on the new card
- Touch ACTIVATION
- Swipe the gift card
You can also touch GIFT CARD MANUAL ENTRY, enter the Admin password, enter the card number, and then touch OK - The server activates the
card and increments the balance; the terminal prints a transaction
receipt showing the card balance. Tear off the receipt and hand it to
the customer with the card. Touch OK to print a second receipt, or
touch CANCEL
REPORTS
NOTE: Gift card reports are for the current day only
- Touch the Action button () on the main screen
- Touch the Settings button ()
- Enter Admin password and touch OK
- Scroll to the Details and summary reports section
- To view individual gift card transactions by operator, touch Daily detail report by employee
NOTE:
This report generates individual reports for each operator configured
on the terminal; if you have not configured any operators, the report
will print a list of all gift card transactions.
- Enter the operator ID in the Waiter field
- Enter the operator password in the Password field
- Touch OK; the terminal prints a list of all gift card transactions for the selected operator
- To view a summary of gift card transactions by operator, touch Daily summary report by employee
NOTE:
This report generates individual reports for each operator configured
on the terminal; if you have not configured any operators, the report
will print a summary of all gift card transactions.
- Enter the operator ID in the Waiter field
- Enter the operator password in the Password field
- Touch OK; the terminal prints a summary of gift card transactions for the selected operator
- To view a summary of all gift card transactions, touch Daily summary report by merchant; the terminal prints a summary of all gift card transactions
- Touch the Action button () on the main screen
- Touch the Settings button ()
- Enter Admin password and touch OK
- Touch the Enable waiters toggle button to On
NOTE: To disable operators, toggle Enable waiters to Off - Touch Waiters Management
- Touch Add New Waiter
- Enter a 1 to 3-character operator ID in the Waiter field
- Enter a 4 to 6-character password in the Password field
- Re-enter the password in the Repeat password field to confirm
- Touch OK
- Repeat steps 6 to 10 to add additional operators
MODIFY OR REMOVE OPERATORS
- Touch the Action button () on the main screen
- Touch the Settings button ()
- Enter Admin password and touch OK
- Touch Waiters Management
- To change an operator password:
- Touch the Edit icon () for the desired operator
- Enter the old password in the Enter Old Password field
- Enter the new password in the Password field
- Re-enter the new password in the Repeat password field to confirm
- Touch OK
- To remove an individual operator:
- Touch the Delete icon () for the desired operator
- Touch OK to confirm; the selected operator is removed from the list
- To remove all operators:
- Touch Delete All Waiter
- Touch OK to confirm; all operators are removed from the list