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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

  • Exercise 30 - Gift Card Types
  • Exercise 31 - IIN Ranges
  • Exercise 32 - POS - Gift Card Transaction
  • Exercise 33 - Estate Manager Gift Cards
  • Exercise 34 - Voucher Types - Discount Voucher
  • Exercise 35 - Promotion - Issue Voucher
  • Exercise 36 - Promotion - Trigger using Voucher

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 30 - Gift Card Types​

  1. Open Gift Card Types; Filter: Region - UK; Gift Card Type ID - GC_UK; Apply Filters
  2. Copy GC_UK: Gift Card Type ID - GC_TRAINx; Create
  3. Enter: Description - TRAINx Gift Card
  4. Values Tab: Min - 10.00 GBP; Max - 500.00; Max Refund - 500.00; Max Top Up - 500.00
  5. Save

Exercise 31 - IIN Ranges​

  1. Open IIN Ranges; Filter: Range Start starts with 1441; Apply Filters
  2. Copy Gift Card UK IIN Range: Range Start - 15XX0000; Range End - 15XX9999; Min PAN Length - 8; Max PAN Length - 8; Create
  3. Enter: Card Description - TRAINx Gift Card; No LUHN Check Digit - tick; Currency - Pounds Sterling
  4. Applicable Cards Tab: Payment Card - tick; Gift Card - tick; Gift Card Type - GC_TRAINx
  5. Save

Exercise 32 - POS - Gift Card Transaction​

Issue:

  1. Sign on; Select Sale; Gift Cards; Issue Gift Card
  2. Enter card in IIN Range (15XX0001); Enter value (100.00); Total; Pay with Cash

Use as payment:

  1. Sign On; Sell SHIRT - George Shirt 250.00; Total
  2. Pay with Gift Card: Select Vouchers; Select Gift Card; Enter number; Select Balance Due button (250.00)
  3. Acknowledge balance prompt; Pay remaining with Cash

Exercise 33 - Estate Manager Gift Cards​

  1. Open Gift Cards
  2. Find the gift card you just issued (15XX0001)
  3. View and review the information
  4. Use the "Clock" icon to view the gift card history

Exercise 34 - Voucher Types - Discount Voucher​

  1. Open Voucher Types; Create: Region - UK; Voucher Type ID - TRAINx-GV; Create
  2. Enter: Description - TRAINx Gift Voucher; Long Description - TRAINx Gift Voucher; Allow Issue - tick; Applies Discount - tick; Currency - Pounds Sterling
  3. Validation Tab: Track - tick; Capture Serial Number - tick; Generate Serial Number - tick
  4. Issue Tab: Printed - tick; Print Style - Voucher Print 48
  5. Redemption Tab: Update Usage - tick; Usage Limit - 1; Reward Type - Discount; Discount Reason - 10% Transaction Discount
  6. Save

Exercise 35 - Promotion - Issue Voucher​

  1. Open Promotions; Create: Region - UK; ID - TRAINx-VOUCHER-NEW; Create
  2. Enter: Description - TRAINx Voucher Issue New
  3. Item Sets Tab: Add Item Set
  4. Type Tab: Description; Promotion Type - Voucher; Voucher Type - TRAINx-GV
  5. Threshold Tab: Value - 500.00; Include Any Item in the Transaction - tick; Acknowledge popup
  6. Save Item Set
  7. Location Tab: Included Locations - select TRAINx-LOC; Add Location
  8. Save

Exercise 36 - Promotion - Trigger using Voucher​

  1. Open Promotions; Create: Region - UK; ID - TRAINx-VOUCHER-USE; Create
  2. Enter: Description; Operation with Previous Promotions - Calculates net; Operation with Discounts - Applies after discounts on net
  3. Item Sets Tab: Add Item Set
  4. Type Tab: Description; Promotion Type - % Discount; Discount Rate - 20%
  5. Threshold Tab: Count - 1; Include Any Item; Acknowledge popup
  6. Save Item Set
  7. Vouchers Tab: Select TRAINx-GV; Add Voucher
  8. Save

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