Implementing gift card processing
Gift cards can be a source of revenue for your company. They can be accepted as a form of payment, sold to your customers for future purchases, and used to refund your customer when they return merchandise. Gift card transactions and validations are processed through the CenPOS credit card interface, however, there are several setups required in Distribution SX.e before you can begin to use gift cards.
Use this checklist to implement gift card processing for your company.
Note: Gift card processing is supported for the CenPOS credit card
interface only.
| ✔ | Task |
|---|---|
| ❑ | Contact your CenPOS and First Data representatives to define your gift card program and complete any testing requirements. |
| ❑ | Activate gift card processing by selecting the Gift Card Processing option in SA Administrator Options-Documents-Sales Orders-Approval Process. |
| ❑ | If you allow sales order returns to be refunded on a gift card, select Allow Return to Create Gift Card in SA Administrator Options-Documents-Sales Orders-Approval Process. |
| ❑ | Set up gift card payment types in SA Table Code Value Setup-Payment Types. Select the Allow Reload of Gift Cards option, if appropriate. |
| ❑ | Set up gift card addon records in SA Order Entry Addon Setup. |
| ❑ | Enable security for your users to access a customer’s gift card balance and to activate gift cards in SA Operator Setup-Entry Options. |