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Gift Cards (POS Workflow)

This guide explains how to sell and redeem gift cards from the POS system.


Selling a Gift Card

  1. Add the Gift Card product to the cart
    In the POS screen, search for Gift Card and add it to the cart like any other product.

  2. Select the amount
    Change the quantity in the cart to match the the denomination purchased.

  3. Complete checkout normally
    Collect payment using the customer's preferred method (cash, card, etc). The system will treat it like any other product.

  4. Important: Create the actual gift card after checkout
    After the sale is complete:

    • Go to Inventory > Gift Cards
    • Click Add New
    • Enter:
      • Gift Card Code (you can scan a physical gift card that's not been programmed yet or click 'generate code' to the right for unique code)
      • Amount (match the amount they purchased)

This step is required. The checkout only records the sale — the actual usable gift card must be created manually.


Redeeming a Gift Card

When a customer wants to use a gift card:

  1. Add items to the cart as usual.
  2. Above the Subtotal section, click Apply Gift Card.
  3. Enter the gift card code.
  4. The system will apply the available balance automatically.
  • If the gift card covers the full amount, no additional payment is needed.
  • If there's a remaining balance, collect the difference using another payment method.

Deleting a Gift Card

To remove a gift card from the system:

  1. Go to Inventory > Gift Cards.
  2. Find the gift card you want to delete.
  3. Click the Delete button.
  4. Confirm the deletion when prompted.

Deleting a gift card permanently removes it and any remaining balance. Make sure the card is no longer in use before deleting.


Notes

  • Gift cards do not expire unless you manually deactivate them.
  • You can check gift card balances under Inventory > Gift Cards.