Issuing Gift Cards

TRAY currently supports 3 Gift Card providers:

- Vantiv

- Embed

- SVS

The process to issue/reload gift cards is the same, regardless of the gift card provider. The first step to issuing a gift card is to have the appropriate gift card products created in the menu. Please see the article for CREATING GIFT CARD PRODUCTS. From the POS, you can think of Issuing Gift Cards as a three-part process:

• Order - begin by ringing up a gift card product from the menu
• Load - proceed to the payment screen to assign the value to the card
• Pay - Apply a cash or card payment to activate the gift card

Navigate to the menu with your Gift Card products 

From the available options, select your gift card product. When selecting an Open Gift Card, a prompt to set the price will appear (Required permission: ChangePrice)

Note: if selling multiple cards of the same value, pressing the blue "1" at the bottom middle of the screen will allow you to change the quantity of your product

Send the order and progress to the payment screen

The status of each gift card product is indicated by a small white bubble next to the price (e.g. "0/1 Loaded"). Select the corresponding status bubble to prompt for card swipe(s). (Note: when issuing, gift cards must be swiped, they cannot be manually entered). Swipe the card, and you will see the screen populate with the card information. Repeat as necessary. Press CONTINUE.

Gift Cards must be paid for immediately, thus a prompt for payment pops up. Process the payment with either Cash or Card. Once the payment has been applied, the card will then be loaded or reloaded, depending on your selected function. 

Once the gift card has been confirmed as loaded it will show a (1/1 Loaded - Paid) next to the item in the cart, and a chit will print from the printer showing the issued balance as well as the last 4 of the card.

(Note: a Gift Card cannot be paid for using a Gift Card.)