Gift cards supported with CenPOS integration

Gift card processing is now supported with the Distribution SX.e integration to the CenPOS credit card processor.

The industry defines gift cards, or “stored-value cards”, as one of two types: open loop and closed loop. Open loop gift cards are cards that can be used to purchase goods from any merchant who accepts credit cards. Examples include prepaid Visa or MasterCard gift cards. Closed loop gift cards are purchased, directly or indirectly, from the merchant and used at their business for their goods only. For example, Home Depot, Starbucks, Dicks Sporting Goods, etc. This enhancement supports the use of closed loop gift cards to pay for goods purchased on sales orders processed in Distribution SX.e.

All communication with the gift card processor is handled in CenPOS. This include card activation, balance verification, and balance re-load actions initiated in Distribution SX.e. Currently, CenPOS has certified their integration with First Data Financial Services to process their gift cards.

Updated processes

These Distribution SX.e functions are updated to process gift cards, either to issue a gift card to a customer, or accept one as payment:
  • Sales Order Entry

    Use Sales Order Entry to issue, activate, apply payment with, reload, or inquire on the balance of a gift card.

    Issue a gift card in Sales Order Entry and tender the order in full. If consumer is present to accept the gift card, activation also occurs.

    Redeem a gift card as payment in Sales Order Entry-Receive On Account or Collect Payment using the gift card payment type.

    Reload a gift card in Sales Order Entry-Receive On Account.

Setups

These setups are required to implement gift card processing:
  • GL Account Setup

    A gift card liability account must be set up that is updated when gift cards are purchased and redeemed. This liability offsets entries to the Cash account. The liability account is assigned to a Payment Type record in SA Table Code Value Setup.

  • SA Table Code Value Setup-Payment Type

    You define your gift card payment type and assign the gift card GL liability account code in SA Table Code Value Setup in the Payment Type table. Select the new Gift Card field and, optionally, select the Allow Reload of Gift Card option.

  • Product Warehouse Description Payment Types Setup

    A new option is added to identify a warehouse-specific payment type associated with a gift card as one that can be reloaded. If selected, this overrides the Allow Reload of Gift Card option in SA Table Code Value Setup-Payment Type.

  • SA Administrator Options-Documents-Sales Orders-Approval Process

    Optionally, enable a return merchandise amount to be applied to a gift card with the new option, Allow Return to Create Gift Card.

Feacture activation

To activate the gift card feature, select Gift Card Processing in SA Administrator Options-Documents-Sales Orders-Approval Process. You must also set up a GL Liability account in GL Setup Account to be used for gift card sales and redemptions. Then, set up a gift card payment type in SA Table Code Value Setup-Payment Type and assign the gift card GL liability account. Complete the same setups in Product Warehouse Description Payment Types Setup if you have also established payment types at the warehouse or store location.

Optionally, select whether to allow reload of gift cards at the company level in SA Table Code Value Setup-Payment Type or warehouse level in Product Warehouse Description Payment Types Setup. Additionally, specify whether to allow returns to create gift cards in SA Administrator Options-Documents-Sales Orders-Approval Process.

See the Infor CloudSuite Distribution Integration Guide for CenPOS.