Overview

A Gift Card is a plastic card similar to a credit card that is prefunded with a specific monetary value redeemable for goods or services.  Gift Cards can be issued by performing a sale of the gift card or a return transaction processed by the TallySales Cash Register. 

Gift Cards are often confused with Certificates.  However, gift cards are printed on plastic while certificates are printed on paper.

This Technical Release will explain the steps needed to configure Gift Cards in the TallySales Management System.

Configuring the Company

1. From the Enterprise Tab of TallyExplorer, navigate to the Company Configuration tab.
2. Select the Uses Preferences button.
3. Update the Gift Card value to Yes.

4. Select Save.

   TallyExplorer will need to be closed and reopened prior to the remaining Gift Card settings becoming available.

Configuring the Register Profile

1. From the Enterprise Tab of TallyExplorer, Select the Register Profile Button (The Register Profile window opens).
2. Expand the tree view and Select the Register Profile to configure.
3. Select Allow Gift Cards within the Allowance Settings section of the General Tab.
4. From the Quick Access Toolbar (QAT), Select Save.

Defining Gift Card Management Security Group Rights

1. From the Human Resources Tab of TallyExplorer, Select Group Rights.
2. Select the Management Security Group that will be given Gift Card Management security permissions.
3. Navigate to the Gift Card management section of the Tree.
4. Edit any Gift Card Management Security Rights.
5. Once all permissions are set, Select Save.
6. Select Exit.

Repeat the above process for all desired security groups.

Configuring a Gift Card

1. From the Sales/Marketing Tab of TallyExplorer, Select the Gift Card Settings Button (The Gift Card Settings window opens).
2. From the Quick Access Toolbar (QAT), Select Add Gift Card.
3. Define the Name of the Gift Card.

4. Define the Receipt Name.

   The Receipt Name is only used when tendering a Gift Card and will appear on the tendering portion of the sales receipt.

5. Select a Processor.
6. Define the Cash Text.
7. Enter the Sentinel.
8. Optional: If the Processor is TallySoft, Define the Expiration.

9. If the Processor is GiveX, Define the GiveX Proprieties and Skip to step 14.

10. Optional: Select an Expiration period.

11. Select an Activation/Recharge Receipt Rule.

    Setting	Description
    None
    Separate Receipt	An activation receipt will be printed at the receipt printer.
    Separate with Signature	An activation receipt with a signature line will be printed at the receipt printer.

12. Select a Redemption Receipt Rule.

    Setting	Description
    None
    Separate Receipt	An activation receipt will be printed at the receipt printer.
    Separate with Signature	An activation receipt with a signature line will be printed at the receipt printer.

13. Check/Uncheck the Balance Summary on Customer Receipt option.

14. Define the Card Rules.

    Setting	Description
    Activate on Sale	Funds are placed onto the gift card by selling it at the Cash Register.
    Activate on Return	Funds are placed onto the gift card as a result of a return performed at the cash register.
    Activate on Batch	Cards can be activated through the Batch Activation process.  As of version 5.0.5.17, this feature has not yet been implemented.
    Recharge on Sale	Additional funds can be placed onto the gift card by selling it at the Cash Register.
    Recharge on Return	Additional funds can be placed onto the gift card as a result of a return performed at the cash register.
    Close on Redeem	The Gift Card is inactivated when the balance reaches $0.00 which allows the Gift Card to be reused and issued to another customer.

15. Define the Customer Rules.

    Setting		Description
    Customer Association Method	At Activation	Customer Identification rules are enforced during the Gift Card activation process.
    	At Redemption	Customer Identification rules are enforced during the Gift Card redemption process.
    Customer Identification	Not Required	A customer is not required to be identified with the gift card.
    	Prompt but Not Required	The Cash Register will prompt for a customer if one is not identified; however, it is not required.
    	Required	A customer is required to be identified with the Gift Card.

16. From the Quick Access Toolbar (QAT), Select Save.

1. Select the Product Details tab.

2. Define a Gift Card product by selecting the Add Product button.

   Setting	Description
   Description	The Product Description used for sales receipts and reporting purposes
   Price	The Price of the Gift Card.  If $0.00 is used, the cashier will be prompted to enter a price during the activation process.
   Vendor	The Vendor associated to the gift card which is used for reporting purposes
   Department/Category	The Department and Category associated to the gift card which is used for reporting purposes
   Value	Allows a value to be placed on the card which is different than the price of the Gift card.  For example, selling a Gift Card with a price of $50.00 and a value of 150% would result in a card balance of $75.00.  Likewise, selling Gift Card with a price of $50.00 and a value of $100.00 would result in a card balance of $100.00.

3. From the Quick Access Toolbar (QAT), Select Save.