Gift Card Overview:
Gift Cards are a type of Voucher that has a predefined monetary value associated with it.
Gift cards can be sold to customers or they can be given to customers as part of a marketing campaign or guest recovery service for example.
The Voucher system controls and tracks:
The creation of Gift Cards
The purchase / sale of Gift Cards
The redemption of Gift Cards
Gift Card liability reporting
Important:
The system treats gift cards as a payment method so once a gift card has been redeemed, the payment process has started and must be completed.
Gift cards cannot be used as part of the Dojo Pay At Table solution.
Creating Gift Cards:
Gift cards are created in TouchOffice Web > Vouchers > List > Actions > New Voucher
You can set the following Gift Card attributes:
Copies of Voucher - normally set to 1.
Active? - make sure it's ticked of you want to use straight away.
Site - you can select all sites or a specific site for redemption.
Voucher Code - Leave blank to Auto Generate.
Name - the name of the gift card eg £25 Gift Card
Description - for administration purposes only.
Type - select Gift Card from the drop down.
Value - select the appropriate value for the Gift Card eg £25
Start Date - this is the date the gift card is valid from
End Day - the date the gift card is valud until. This is set to 12 months from the start date by default.
For a gift card you would normally ignore the Vouch applies to and Sale must include sections.
Selling Gift Cards Online:
Gift cards are sold online via ByRetail / ByTable.
It's generally recomended to setup a separate site for Gift Card sales so that the checkout options can be streamlined and configured to allow purchases after normal trading hours.
In TouchOffice Web a Department and Group are created to track Gift Card sales.
Products are setup in TouchOffice Web for each or your Gift Card denominations eg £10, £25, £50 etc
In the Webshop Options tab, these products are assign to an online menu category for Gift Cards
Do NOT tick the Show on webshop box.
In the Vouchers section DO tick the Voucher box and a Voucher Design selected.
When a customer selects a gift voucher to purchase online, they can select whether the gift voucher is emailed to themselves or emailed to another persons email address - as a gift, with an optional message.
Selling Gift Cards at the POS:
Gift cards can be sold via TouchPoint at the POS.
When the gift voucher product is sold, the POS system prints a gift voucher via the POS receipt printer.
The information printed on the gift voucher depends on how the script is configured but it does by default include a barcode.
The Voucher Sale PLU script must be configured as follows.
Gift Voucher Dept (Dept.): This will select which department will be creating vouchers. ALL PLUs in this department will create vouchers when they are sold.
Prompt Voucher Name(No, Keyname) (Y/N): This will open a text box when a voucher PLU is sold, to set the vouchers name. If this is set to “No” or if nothing is typed into the text box then the voucher will be called the same as the PLU key name.
Prompt Long Description (Y/N): This will open a text box when a voucher PLU is sold, to set the vouchers description. If this is “No” or nothing is typed in then there will be no long description.
Limit Voucher to Selling Site (Y/N): ONLY IN TouchPoint 2019+ - This will create a voucher that is only able to be used in the current site, otherwise it can be used in any site.
Prompt for Start Date (No, Use Preset) (Y/N): This will open a date number box that will set the start date of the voucher. If this is “No” or nothing is typed in then it will be set to the setting below.
Preset Start Date (Date): This will set the default start date. If either the setting above is set to “No” or no date is typed into the box this date will be used.
Print Start Date (Y/N): This will print the start date on the voucher.
Prompt for Expiry Date (No, Use Preset) (Y/N): This will open a date number box that will set the expiry date of the voucher. If this is “No” or nothing is typed in then it will be set to the setting below.
Expire After X Days(0 to use preset): This will set the expiry date to be X amount of days after the current date.
Preset Expiry Date (Date): This will set the default expiry date. If either the setting above is set to “No” and 0 is set for “Expire After X Days” or no date is typed into the box, this date will be used.
Print Start Date (Y/N): This will print the expiry date on the voucher.
Redeeming Gift Cards at the POS:
A gift card is a payment method so the redemption process needs to happen at the point the customer is ready to pay.
A gift card card be redeemed by:
Scanning the gift card barcode (if available).
Tapping the Redeem Gift Card button on the POS payment screen and typing in the gift card code.
Please note that % discount vouchers use a different button on the payment screen.
It is NOT possible to tender an amount less than the full value of a gift card, the system will try to redeem all of the gift card balance.
If the gift card value exceeds the transaction balance then the remaining money will be held on the gift card for future redemption.
Gift card redemption needs a live broadband connection as the gift card details are held online in TouchOffice Web.
Redeeming Gift Cards Online:
Customers can enter (type) the gift card code during the checkout process.
The gift card outstanding balance will be discounted from the online transaction.
Gift Card Redempion Tracking:
You can search for and view gift card details via TouchOffice Web > Vouchers > List.
Clicking on the red voucher code button provides voucher details and redemption information.
The Details Tab shows the current gift card balance.
The Transactions Tab shows redemption transaction details done at the POS and online.
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