Getting Started with Gift Cards

Disclaimer: Be aware that SPOT does not have an official relationship with eCards, however we have worked with eCards in the past. This is purely a recommendation.

Contact: Traci Bruton

Email: tbruton@ecardsystems.com

Process

1. Contact Traci and get your order started.

2. She will request a logo from your company to make the card design.

3. eCard will get final approval from you for the design.

4. Once approved and paid, eCards will ship to you the physical gift cards.

To access the gift card manager, navigate to:

Menu > Credit/Debit/Gift Card > Gift Cards - Manage

To begin, navigate to:

Setup > Program Configuration > Company > Gift Card Settings > Gift Card Profiles > Create New 'Gift Card Profiles'

The minimum settings required:

Name: This can be what ever you want.

Process Type: 'SPOT Internal'.

Terminal: Disable Card Validation.

Next, you will need to navigate to:

Setup > Program Configuration > Company > Invoice Settings > Tender Types > Create New 'Tender Types'

Required settings:

Name: This must be 'Gift Card'

TenderDetailInfo: Serial Number

To begin, navigate to:

Setup > Program Configuration > Store > Gift Card Settings > Gift Card Profile

Make sure to select the profile created in company settings.

There are a few rights associated with Gift cards.

Setup > Users, Groups, Rights > Activity Rights > (Select the group the desired user belongs to) > Cashier

• Use Gift Card Activate Only - User can activate Gift Cards but cannot sell them.

• Use Gift Card Adjustments - User is allowed to make adjustments to Gift Cards.

• Use Gift Card Manager Screen - Allows access to Menu > Credit/Debit/Gift Card > Gift Cards - Manage.

• Use Gift Card Reports - Allows access to Gift Card Reports in the Gift Card Manager.

• Use Gift Card Sell and Activate - User can both sell and activate a Gift Card.

Gift Card information can be imported to SPOT. This import is done through SPOT using an Excel file.

This excel file will only use three columns.

GIFTCARDNUMBER - This should reflect the number on the gift card.

AMOUNT - This is the balance that should be associated with the card.

DONOTCOMBINE - This column can be populated with Yes, True, 1, or -1 to reflect as a positive. A positive will cause a popup to occur at pickup if an attempt is made to pay with the gift card in conjunction with coupons or discounts.

To begin the import process, navigate to:

Menu > Credit/Debit/Gift Cards > Gift Cards - Import

1. Select Import File - Select the Excel file on your local machine.

2. Preview Import - This will populate the Import section, review the items to import.

3. Import - Complete the import of gift cards.

This will conclude the gift card import.

If you would like a list of all gift cards and their amounts, you are able to export your current cards.

To begin the process, navigate to:

Menu > Credit/Debit/Gift Cards > Gift Cards - Export

1. Select Export File - Select the excel file that you would like to export your gift card information.

2. Begin Export > Export - This will load the data to the selected file. Export column heads:

   1. CARDNUMBER

   2. BALANCE

   3. ACTIVATED

   4. LASTUSED

   5. CUSTNAME

   6. CUSTID

This concludes the export of gift cards.