Gift Card Processing in QuickFlora POS

Introduction: Gift cards are pre-paid debit cards to be used at the time of payment for an order. This can be used as the payment method for any order up to its maximum value or balance remaining.

When a customer buys a gift card from OE or POS (in store) then the gift card will fall into the ‘Physical Card’ item category. Physical Gift Cards will be available in store and will be activated at the time of sale with its sale amount value.

How to Purchase and Activate Gift Cards From your POS

Step 1- From your POS dashboard start a new order

Step 2- Fill out your order details as usual with customer name and information.

Step 3- Under Order Detail, search and add the Gift Card “item” by typing “GC.”

Step 4- Select “Gift Card” in the amount needed (the amount can be adjusted once you select), and click Save to add your item to the order

Step 5- Finish your order and continue to Payment Method

Step 6- Click on Book Order to process the order

Step 7- After booking the order, the system will take you to the Payment Summary screen. Take payment and print receipt as usual.

Step8- To activate the gift card, hit the “Click to Active Gift Card(s)” on the lower left side of the page.

On this screen, for each gift card, please enter the number of the gift card you are issuing to the customer. After entering the number, click on the “Red Plus Sign” for each gift card to indicate that it is now active.  When you are done, click on the “Done” button. This will take you to the Order list screen.

Your gift cards are now active and can be viewed anytime from your Order List page, or you can see them on the “Gift Cards List” page  from your Admin login.

With the GC column, you can click on the icon and see  the gift card details or activate a gift card if needed.

Note- Once a gift card becomes ACTIVE, No one can deactivate it. Store manager can only SUSPEND it. SUSPENDED gift cards cannot be used for shopping.

How To Sell and Activate a Gift Card From Back Office (Admin Login)

Step 1- Open your Order Entry page

Step 2- Fill the other order entry required details (name, email, phone, etc.)

Step 3 – Search & add the Gift Card Item by typing “GC” in item list.

Step 4- Verify other order form required fields and then click on Book Order to procces the order.

Step 5- After the order has booked, go to your Order List page to active the gift cards.

Step 6- Go to the ‘GC’ column on the screen and click on the magnifying glass icon to be directed to the activation page

Step 7- As before, for each gift card, please enter the number of the gift card you are issuing to the customer. After entering the number, click on the “Red Plus Sign” for each gift card to indicate that it is now active.  When you are done, click on the “Done” button. This will take you to the Order list screen.

-The gift cards are now active and you can see them on “Gift Cards List” page . You can also view them from the Order List page. To activate or view the gift card details, click on the magnifying glass icon.

How to Issue and Activate a Gift Card Without an Order  (Admin Login)

Step 1-  Go to System Setup

Step 2- Go to Company Setup

Step 3- Click on “Gift Cards List.” This will open a Gift Card List page.

Step 4- Click on Create New to create a new gift card. This will take you to a blank page, to enter the gift card details.

Step 5- Enter gift card information and click Submit when finished.

Gift Card Number – Choose a unique number for a Gift card. This can be of length 50

Amount – Value or limit of this Gift Card.

Location – Store Location, where this card was created. (Informative field)

Auth Key – Blank by default. It can be Alpha-numeric value, which will be used to validate at the time of buying with this.

Suspend – This will suspend the Gift Card. If this is ON, no more buying would be allowed using this gift card.

Active – By default is checked as user is here to activate the card.

Customer ID – Customer that purchased gift card

Issue Date – When this gift card was activated.

Expiry Date – When this gift card expires

Used Amount – How much buying has been done with this card against its value.

Balance Amount – Remaining amount on the card

Order Number – This field is not relevant on creating new gift card manually, because this will be saved when customer purchases the gift card on an order. But it is editable for store manager convenience.

Note-Gift cards can be edited.

How to Issue and Activate a Gift Card Without an Order (POS)

Step 1- Open POS Shift.

Step 2- Go to Tools

Step 3- Click on “Gift Cards List.” This will open a Gift Card List page.

Step 4- Click on Create New to create a new gift card. This will take you to a new page.

Step 5- Enter your gift card details  and click Submit when finished.

Gift Card Number – Choose a unique number for a Gift card.

Amount – Value or limit of this Gift Card.

Location – Store Location, where this card was created. (Informative field)

Auth Key – Blank by default. It can be Alpha-numeric value, which will be used to validate at the time of buying with this.

Suspend – This will suspend the Gift Card. If this is  ON, no more buying would be allowed using this gift card.

Active – By default this is checked as user is here to activate the card.

Customer ID – Purchaser of card

Issue Date – When this gift card was activated.

Expiry Date – When this gift card expires.

Used Amount – How much buying has been done with this card against its value.

Balance Amount – Remaining balance on card.

Order Number – This field is not relevant on creating new gift card manually, because this will be saved when customer purchases the gift card on an order. But it is editable for store manager convenience.