How To Configure Gift Cards

The purpose of this guide is to show how to configure the Enactor Gift Card solution. This includes all the supporting entities required to enable gift cards to be issued, topped up, merged, cancelled, and redeemed at the POS.

note

This guide covers Enactor's internal gift card solution. It does not cover configuration of third-party gift card providers such as Givex. For a comprehensive explanation of every configurable option, refer to the Enactor Configuration Management guide.

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Overview

The Enactor Gift Card solution supports the following POS functions:

• New Gift Card - Issue and load a gift card in a single transaction.
• Gift Card Top Up - Add value to an already-issued gift card.
• Gift Card Enquiry - Check the balance of a gift card.
• Gift Card History - View the transaction history of a gift card.
• Gift Card Merge - Combine the balance of two gift cards onto one card.
• Gift Card Cancel - Cancel a gift card and refund the balance.
• Gift Card Tender - Redeem a gift card as a payment method.

The following configuration entities are required to enable these functions:

1. Acquirer - The internal gift card processing service acquirer, configured per country.
2. Authorisation Server Config - Links acquirers to the authorisation service configuration.
3. Authorisation Server - The central gift card authorisation server.
4. Service Definition - The Card Authorisation Server service.
5. Card Type - The Gift Card card type.
6. Gift Card Maintenance - Ongoing management of individual gift card accounts.
7. Gift Card Types - Defines gift card rules and behaviour per country.
8. IIN Ranges - Card number ranges used to identify gift cards.
9. Menu Configuration - POS menu buttons for gift card functions.
10. Gift Card Tender - The Tender used when a gift card is redeemed.

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Prerequisites

Resources

Before starting, the following resources should be in place:

• Enactor Estate Manager with the Enactor Web Card Authorisation service deployed and configured
• Enactor POS configured to use the Enactor EFT authorisation service
• Enactor Standard Configuration imported and broadcast to the POS

Prior Training/Experience

You should be familiar with the following:

• Estate Manager configuration
• Enactor configuration concepts: Regions, Tenders, Menus, User Roles
• Data broadcasting

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Configuration

Acquirer Configuration

The Enactor standard configuration includes several Gift Card acquirers. For the purposes of this guide, the UK acquirer (EGC_UK1) is used as the base.

Navigate to Acquirers using the Search or the path: Main Menu > Configuration > Financial > Acquirers

Edit the EGC_UK1 acquirer to review its description. Most options are not applicable when using the Enactor internal gift card service.

To create a new acquirer for an additional country (e.g. Ireland), copy the existing acquirer. Return to the Acquirer Maintenance list and select the Copy icon next to EGC_UK1:

Select the Copy icon next to EGC_UK1 to create a new acquirer for another country.

In the copy dialog, change the Region to the new country (e.g. Ireland) and assign a new Acquirer ID (e.g. EGC_IE1), then select Create. Once created, amend the Description (e.g. 'Gift Card Ireland') and save:

Update the Description for the new country acquirer and save. The acquirer will now appear in the Acquirer Maintenance list.

This completes the Acquirer Configuration.

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Authorisation Server Config

The Authorisation Server Config assigns acquirers to an authorisation service configuration. This is provided as part of the Enactor standard configuration.

Navigate to Authorisation Server Config using the Search or the path: Main Menu > Configuration > Financial > Authorisation Server Config

Select the Edit icon against OLAServer1. To assign the new country acquirer (e.g. EGC_IE1), select it from the acquirer list and click the + icon to add it to the configuration:

Add the new country acquirer to the OLAServer1 configuration using the + icon.

This completes the Authorisation Server Config configuration.

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Authorisation Server

An Authorisation Server is provided as part of the Enactor standard configuration. It defines the Gift Card Authorisation Server and links it to the Authorisation Server Config.

Navigate to Authorisation Server using the Search or the path: Main Menu > Configuration > Financial > Authorisation Server

Select the Edit icon against the Central Gift Card Authorization Server entry. The Description can be amended and the Authorisation Server Config ID can be selected. In the standard configuration, select Main Authorisation Server Configuration:

Select the Main Authorisation Server Configuration from the Authorisation Server Config ID dropdown and save.

This completes the Authorisation Server configuration.

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Service Definition

The Service Definition for the Card Authorisation Server is included in the Enactor standard configuration. It defines the service that processes gift card requests from the POS.

Navigate to Service Definitions using the Search or the path: Main Menu > Administration > Services > Service Definitions

When the application opens, select Card Authorisation Server from the Service Type dropdown and select Apply Filters:

Filter by Service Type = Card Authorisation Server to locate the gift card processing service.

Select the Edit icon against the service to view and amend its parameters:

Ensure Auto Start is enabled so the service starts automatically with the Enactor services.

Select the Card Auth tab to view processing configuration:

On the Card Auth tab, Queue Name and Server Configuration can normally be left at their defaults. Increase the Number of Threads if required for a large estate.

note

Queue Name and Server Configuration should only be specified when it is necessary to override the defaults - for example, if running more than one authorisation service on one machine. The Number of Threads may be increased depending on the size of the estate and the number of concurrent requests.

This completes the Service Definition configuration.

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Card Type

The standard configuration includes a single Gift Card Card Type applicable to all regions.

Navigate to Card Types using the Search or the path: Main Menu > Configuration > Financial > Card Types

Filter by Card Type = Gift Card to locate the standard entry:

The standard configuration includes a single Gift Card card type for All Regions. Select Edit to review it.

Select the Edit icon to view the card type. The description may be amended; no other fields require configuration for the standard gift card setup:

Amend the Description if required. No other fields need to be set for the standard Gift Card card type.

This completes the Card Type configuration.

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Gift Card Maintenance

The Gift Card Maintenance application allows administrators to view and manage individual gift card accounts. It can be accessed from: Main Menu > Configuration > Financial > Gift Cards

The Gift Card Maintenance list shows all gift card accounts. Select Edit to view or amend a specific card.

Selecting the Edit icon next to a gift card shows the account details. The Status, Balance, and Expiry Date may be amended and saved:

Amend the Status, Balance, or Expiry Date as required and select Save. Changes take effect immediately in real time.

note

Changes made in Gift Card Maintenance take effect immediately - no broadcasting is required.

This completes the Gift Card Maintenance configuration.

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Gift Card Types

Gift Card Type configuration defines the rules and behaviour for gift cards, including the processing service, acquirer, and redemption tender. Each country or currency typically requires its own Gift Card Type.

Navigate to Gift Card Types using the Search or the path: Main Menu > Configuration > Financial > Gift Card Types

The Gift Card Type Maintenance list shows all configured gift card types. Select Edit to configure EGC_UK1 or create a new type.

Select the Edit icon next to EGC_UK1 to open the General tab:

On the General tab, set the Region, Currency, Processing Service (Auth Service), Acquirer, and Redemption Tender for this Gift Card Type.

Field	Description
Region	The country/region for this gift card type.
Currency	The currency used for this gift card.
Processing Service	Set to Auth Service for the Enactor internal gift card service.
Acquirer	The acquirer configured for this country (see Acquirer Configuration above).
Redemption Tender	The Tender Type used when this gift card is redeemed at the POS.

Select the Values tab to configure value limits and rules:

The Values tab controls the permitted load amounts, balance limits, and expiry rules for this gift card type.

Select the Behaviour tab to configure processing behaviour options:

The Behaviour tab controls how the gift card behaves during processing. Exercise caution with the offline redemption option - in an offline scenario, this could enable a tender greater than the card's actual balance.

note

To create a Gift Card Type for a new country (e.g. Ireland), copy the UK Gift Card Type and amend the Region, Currency, Acquirer, and Redemption Tender.

This completes the Gift Card Types configuration.

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IIN Ranges

IIN Ranges allow the POS to identify a gift card from its card number. The Enactor standard configuration includes example IIN ranges for gift cards.

Navigate to IIN Ranges using the Search or the path: Main Menu > Configuration > Financial > IIN Ranges

The IIN Range Maintenance list shows all configured ranges. Enter the Gift Card UK range start (95263005) in the Range Start filter to locate the example range.

Enter the range start value and select Apply Filters to find the Gift Card UK range:

The filtered list shows the Gift Card UK IIN range. Select Edit to view or modify its configuration.

Select the Edit icon to open the General tab:

On the General tab, set the Card Description, Country, and Currency. Note that the standard gift card configuration has no LUHN check digit on the card number.

Select the Track Data tab:

On the Track Data tab, the PAN Attributes field is set to Track 2 (standard for magnetic stripe cards). The track length and whether the card number can be keyed are also defined here.

Select the Applicable Cards tab:

On the Applicable Cards tab, mark the range as both a Payment Card and a Gift Card, and select the appropriate Gift Card Type.

note

To create a new IIN range for a different country, copy the UK range and amend the Card Description, Country, Currency, and Gift Card Type to match the new country.

This completes the IIN Ranges configuration.

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Menu Configuration

Gift card functions are added to POS menus to make them available to cashiers. The Enactor standard configuration already includes Gift Card function buttons - this section describes how to verify and adjust them.

Navigate to Menus using the Search or the path: Main Menu > Configuration > System > Menus

Apply the following filters: Menu Set = POS, Menu Group = Standard POS, then select Apply Filters:

Filter by Menu Set = POS and Menu Group = Standard POS to locate the SALE and TENDER menus.

Adding Gift Card Functions to the SALE Menu

Select the Edit icon against the SALE menu:

Open the SALE menu edit screen and expand the Sales section to locate the Gift Cards sub-menu.

Select the + symbol next to 1. Sales, then select the + symbol next to 3. Gift Cards to expand the gift card functions:

The standard configuration includes six gift card function buttons: New Gift Card, Gift Card Top Up, Enquiry, History, Merge, and Cancel.

Select one of the Gift Card functions (e.g. Gift Card Enquiry) and then select the Edit button at the bottom of the page:

For all Gift Card functions, the Event, ID, Button Label, and Visibility Expression are pre-populated when the Event is selected. Amend the Button Label as required.

note

The Visibility Expression controls which POS operators see the button. For Gift Card Enquiry, the button is only shown to operators with the enactor.pos.GiftCardEnquiryAllowed privilege. Gift Card function buttons can be assigned to any menu used while the POS is in Sale mode - they cannot be used in Tender mode.

Adding the Gift Card Tender Button

Return to the filtered menu list and select the Edit icon against the TENDER menu:

Open the TENDER menu edit screen and expand the Vouchers section to locate the Gift Card tender button.

Select the + symbol next to 4. Vouchers to expand the voucher tender options:

Expand the Vouchers sub-menu and select item 3 (Gift Card), then select Edit.

Select 3. Gift Card and then select Edit:

The Gift Card Tender button checks two visibility conditions: the operator's GiftCardTenderAllowed privilege, and whether the transaction is eligible for gift card tender.

Select the Data tab and confirm the Tender ID value matches the Gift Card tender configured for this region (e.g. EGC_UK):

On the Data tab, confirm that the enactor.mfc.TenderId value matches the Gift Card Tender ID for this region. Update if configuring for a different country.

This completes the Menu Configuration.

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Gift Card Tender

When a gift card is redeemed, the redemption is processed against a Tender. A separate Tender is recommended per country so that the correct currency is used.

Navigate to Tenders using the Search or the path: Main Menu > Configuration > Financial > Tenders

Enter EGC_UK in the Tender ID filter and select Apply Filters:

Filter by Tender ID to locate the Gift Card tender. Select Edit to configure it.

Select the Edit icon. On the General tab, only the Description and Currency fields are mandatory. Set the Currency to match the region:

On the General tab, set the Description and Currency. No other General tab settings are required for a standard Gift Card tender.

Navigate to the Restrictions 1 tab:

On the Restrictions 1 tab, enable Debits and Credits Allowed, set Debit Tendering Restrictions to prevent over-tendering, and enable Prompt With Amount Due.

Field	Recommended Setting	Description
Debits Allowed	Checked	Permits the gift card tender to be used for purchases.
Debit Tendering Restrictions	Amount less than or equal to balance	Prevents the tender exceeding the transaction balance (no change from gift cards).
Credits Allowed	Checked	Permits the gift card tender to be used for refunds.
Prompt With Amount Due	Checked	Pre-fills the tender amount with the outstanding transaction balance.

Navigate to the Cash Management tab:

On the Cash Management tab, enable the standard options: Banking Tender, Auto Banked, Pickup Tender, Auto Picked Up, and Spot Check Tender.

Field	Recommended Setting	Description
Banking Tender	Checked	Includes the gift card in the banking process.
Auto Banked	Checked	The tender is automatically banked - no manual banking required.
Pickup Tender	Checked	Includes the gift card in the pickup process.
Auto Picked Up	Checked	The tender is automatically picked up - no manual pickup required.
Spot Check Tender	Checked	Includes the gift card in spot check processes.

note

To create a Gift Card tender for a new country, copy the EGC_UK tender and assign a new ID, Description, Region, and Currency.

This completes the Gift Card Tender configuration.

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User Role Privileges

Gift card functions at the POS are controlled by user privileges. The following privileges can be assigned to User Roles to enable and authorise gift card operations. Refer to the How-to Guide - Configuring Users, User Roles and User Templates for details on assigning privileges to roles.

Navigate to User Roles using the Search or the path: Main Menu > Configuration > HR > User Roles

All gift card privileges are found in the Enactor POS Application Package:

Gift card privileges are listed under the Enactor POS Application Package in User Role Maintenance.

Process	Function ID	Function Name
Gift Card Enquiry	enactor.pos.AuthorisesGiftCardEnquiry	Authorises Gift Card Enquiry
Gift Card Enquiry	enactor.pos.GiftCardEnquiryAllowed	Gift Card Enquiry Allowed
Gift Card History	enactor.pos.AuthorisesGiftCardHistory	Authorises Gift Card History
Gift Card History	enactor.pos.GiftCardHistoryAllowed	Gift Card History Allowed
Gift Card Item Void	enactor.pos.AuthorisesVoidGiftCardItem	Authorises Gift Card Item Voids
Gift Card Item Void	enactor.pos.AuthorisesVoidGiftCardTenderItem	Authorises Gift Card Tender Voids
Gift Card Item Void	enactor.pos.VoidGiftCardItemAllowed	Void Gift Card Items Allowed
Gift Card Item Void	enactor.pos.VoidGiftCardTenderItemAllowed	Void Gift Card Tenders Allowed
Gift Card Refund Tender	enactor.pos.AuthorisesGiftCardRefund	Authorises Gift Card Refund
Gift Card Refund Tender	enactor.pos.GiftCardRefundAllowed	Gift Card Refund Allowed
Gift Card Tender	enactor.pos.AuthorisesGiftCardTender	Authorises Gift Card Tender
Gift Card Tender	enactor.pos.GiftCardTenderAllowed	Gift Card Tender Allowed
Issue Gift Card	enactor.pos.AuthorisesIssueGiftCard	Authorises Gift Card Issue
Issue Gift Card	enactor.pos.AuthorisesTopUpGiftCard	Authorises Gift Card Top Up
Issue Gift Card	enactor.pos.IssueGiftCardAllowed	Issue Gift Card Allowed
Issue Gift Card	enactor.pos.TopUpGiftCardAllowed	Top Up Gift Card Allowed
Issue Gift Card as Change	enactor.pos.AuthorisesIssueGiftCard	Authorises Gift Card Issue
Issue Gift Card as Change	enactor.pos.IssueGiftCardAllowed	Issue Gift Card Allowed
Issue Gift Card as Reward	enactor.pos.AuthorisesIssueGiftCard	Authorises Gift Card Issue
Issue Gift Card as Reward	enactor.pos.AuthorisesTopUpGiftCard	Authorises Gift Card Top Up
Issue Gift Card as Reward	enactor.pos.IssueGiftCardAllowed	Issue Gift Card Allowed
Issue Gift Card as Reward	enactor.pos.TopUpGiftCardAllowed	Top Up Gift Card Allowed
Issue Gift Card Main	enactor.pos.AuthorisesIssueGiftCardAlreadyIssued	Authorises Gift Card Issue of Already Issued card
Issue Gift Card Main	enactor.pos.OverrideMaximumGiftCardValue	Override Maximum Gift Card Value
Merge Gift Cards	enactor.pos.AuthorisesIssueGiftCardAlreadyIssued	Authorises Gift Card Issue of Already Issued card
Merge Gift Cards	enactor.pos.AuthorisesMergeGiftCard	Authorises Gift Card Merge
Merge Gift Cards	enactor.pos.MergeGiftCardAllowed	Merge Gift Cards Allowed

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Using Gift Card Functions at the POS

This section demonstrates how each gift card function operates at the POS.

New Gift Card

Select the New Gift Card function from the POS Sales menu:

Select New Gift Card from the POS menu. Swipe, scan, or key the gift card number, then select OK.

Enter the gift card number and select OK.

Enter the initial load amount and select OK. The gift card item is then added to the transaction - total and tender the sale to complete.

In addition to the till receipt, an advice slip is printed showing the initial top-up amount:

An advice slip is printed in addition to the till receipt, confirming the gift card issue and initial balance.

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Gift Card Top Up

Select the Gift Card Top Up function from the POS Sales menu:

Select Gift Card Top Up from the POS menu. Swipe, scan, or key the gift card number, then select OK.

Enter the gift card number and select OK.

Enter the top-up amount and select OK. The top-up item is added to the transaction - total and tender the sale to complete.

An advice slip is printed showing the top-up amount and the new card balance:

An advice slip confirms the top-up amount and the updated gift card balance.

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Gift Card Enquiry

Select the Gift Card Enquiry function from the POS Sales menu:

Select Gift Card Enquiry. Enter the gift card number and select OK.

The current gift card balance is displayed. Select Print to print an advice slip, or OK to exit.

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Gift Card History

Select the Gift Card History function from the POS Sales menu:

Select Gift Card History. Enter the gift card number and select OK.

The transaction history is displayed. Select Print to print the history or view individual transactions from this screen.

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Gift Card Merge

Select the Gift Card Merge function from the POS Sales menu:

Enter the card number of the card to be cancelled (the source card) and select OK.

Enter the card number of the destination card (where the balance will be transferred) and select OK.

Confirm the merge details and select OK.

Select Total to complete the transaction. The balance from the first card is transferred to the second card.

An advice slip is printed confirming the merge:

An advice slip confirms the gift card merge and the updated balance on the destination card.

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Gift Card Cancel

Select the Gift Card Cancel function from the POS Sales menu:

Select Gift Card Cancel. Enter the card number and select OK.

Review the card details and select OK to confirm the cancellation.

The gift card balance is released as a credit. Select Total to complete the transaction - the balance can then be refunded to an alternative tender.

An advice slip is printed confirming the cancellation:

An advice slip confirms the gift card cancellation and the balance that has been released.

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Gift Card Tender

Once gift cards are configured and the Gift Card tender button is in the Tender menu, gift cards can be used for payment.

Add items to the basket and select Total to enter Tender mode:

Add items to the transaction and select Total to proceed to tender.

Select the Gift Card tender button:

Select the Gift Card tender button from the Tender menu.

Enter the gift card number and select OK:

Enter the gift card number and select OK.

Confirm the tender amount and select OK to complete the redemption. The printed receipt shows the gift card tender and the remaining card balance:

The receipt shows the gift card tender amount and the remaining balance on the card after redemption.

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Broadcasting

After configuring Gift Card settings in the Estate Manager, the changes must be broadcast to POS devices for them to take effect.

info

Broadcast the following entities after creating or modifying Gift Card configuration:

• Gift Card Type
• IIN Range
• Tender (Gift Card tender)
• Menu (if menu buttons were created or modified)

Broadcasts are covered in detail in the Broadcasting How-To Guide.

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About This Document

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Document History

The following versions of this document have been produced:

Version	Status	Issue Date	Author	Reason for Issue
1.0	Initial Draft	12 Feb 2021	John Wood	Initial version.
1.1	Draft	15 Feb 2021	John Wood	Updated with POS functions per review.
2.0	Updated	2026-02-28	Mark Harrison	Reformatted to Docusaurus format; screenshots updated.