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Workflows For Using Gift Cards
For experienced users who need a fast reference.
Quick Reference
| Task | Steps |
|---|---|
| Sell gift card | Add Gift Card → scan/swipe → complete payment |
| Redeem gift card | Add products → scan card or Pay with Gift Card → confirm amount |
| Check balance | Scan card → view balance window → cancel |
| Link to member | Scan card → Attach Member → search → Choose |
Selling a Gift Card
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- Press Add Gift Card
- Scan/swipe card (or use system-generated barcode)
- Complete payment (cash, card, etc.)
Pre-encoded cards: Press X to clear barcode field, then scan your physical card.
Redeeming a Gift Card
Method 1: Scan/Swipe
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- Add products to sale
- Scan or swipe the gift card
- Confirm amount → press Use $X
Method 2: Manual Entry
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- Add products to sale
- Press Pay with Gift Card
- Enter barcode on number pad
- Confirm amount → press Use $X
Method 3: Linked Member
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- Add member to sale
- Press Pay with Gift Card
- Select card from list
- Confirm amount → press Use $X
Checking Balance
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- Scan card or press Pay with Gift Card
- View balance and expiry in popup
- Press Cancel to exit without charging
Linking to Member
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- Scan card → Gift Card Balance window appears
- Press Attach Member
- Search by name, phone, or email
- Select member → press Choose
Quick Troubleshooting
| Issue | Quick Check |
|---|---|
| Card not scanning | Enter barcode manually |
| Balance incorrect | Wait 30 seconds for sync, check HQ |
| Already Used error | Check transaction history in HQ |
| Linked card not showing | Verify correct member added to sale |
| Barcode won’t print | Write down barcode number from screen |