Skip to main content

Gift Cards and Vouchers

Gift Cards and Vouchers​

Slide 37

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand the differences between Gift Cards, Vouchers, and Coupons in Enactor
  • Configure Gift Card Types and Gift Cards
  • Issue and use a Gift Card at the POS
  • Configure Voucher Types and Voucher Serial Numbers
  • Configure a promotion to issue a voucher
  • Test a voucher at the POS

Practical Exercises

  • Gift Card Configuration and Operations Exercise
  • Voucher Configuration and Operations Exercise

Configuration Topics​

  • Gift Card Type - defines the type of gift card and its IIN range
  • Gift Card - individual gift card records
  • Voucher Type - defines the type of voucher and its behaviour
  • Voucher Serial Number - individual voucher serial number records

Other topics covered:

  • Using Gift Cards and Vouchers at the POS
  • Vouchers as a tender (payment method) versus as a discount driver

Exercise 4 - Gift Cards (Part 1)​

  1. Create a new Gift Card Type: Go to Gift Card Type maintenance; Copy the EGC_SE1 Gift Card Type and give the new Gift Card Type an ID of TRAINx; Give it a clear description e.g. Gift Card Training x; Leave the General Settings as is (i.e. leave it in the Sweden Region); Set the Minimum Value to 100 kr., Max 1000 kr.; Save the Gift Card Type
  2. Create a new IIN Range record for your card type: Go to IIN range maintenance and create a new IIN range; Use the values provided for you on the User Info doc (min and max length = 19); Tick "No Luhn Check Digit"; On Track 2 Data Tab, set PAN Attributes to 2 - 0 - 19 - Tick; don't change any other lines; On Applicable Cards Tab, tick Payment Card, Gift Card and choose your Gift Card Type; Save the IIN Range Record

Exercise 4 - Gift Cards (Part 2)​

  1. Once your new configuration has been broadcast to the POS, try issuing a new Gift Card using the number provided for your user: Go to Sales - Gift Cards - New Gift Card; Enter your number; Try issuing it for less than 100 kr. or more than 1000 kr. - what happens?; Issue it for an allowed value, and complete the transaction for cash.
  2. Go to Gift Card Maintenance in the EM - can you find your card there?
  3. Carry out a transaction on the POS and use your Gift Card to pay

Exercise 5 - Vouchers (Part 1)​

  1. Create a new Voucher Type: Give it an ID of TRAINx; set it as valid for the Sweden Region; Give it an identifiable name; Set the voucher type so it is allowed to be Issued and Applies discount; In the Validation Tab, tick the "Track" and "Generate Serial Number" boxes; In the Issue Tab, tick Printed and choose the Voucher Print 48 Style; In the Redemption Tab, tick the Update Usage flag and set Usage limit to 1; set the Reward type to Promotion
  2. Configure a promotion that issues your voucher as the benefit (e.g. when the customer spends over 500 kr.); make sure the promotion is only applicable to your region
  3. Broadcast to the POS and see if you can issue a voucher when the customer spends over 500 kr.
  4. When you've issued the voucher successfully, see if you can find it in the EM (under Configuration - Financial - Voucher Serial Numbers)

Exercise 5 - Vouchers (Part 2)​

  1. Configure another promotion that gives a 20% discount to any customer who uses your voucher type.
  2. Broadcast to your POS and try it out
  3. To use your voucher, go to Sales - More - Use Voucher
  4. Once the transaction is completed, try using your voucher again. Does it work? Why not?
  5. Look at the Voucher Serial Number record on the EM - does it make sense?

Further Reading​

For additional information and further reading on Gift Cards and Vouchers, please see the following guides:

DocumentDescription
How to: Configure Gift CardsConfiguring Gift Card Types, IIN Ranges, and Gift Cards
How to: Configure VouchersConfiguring Voucher Types and Voucher Serial Numbers