This guide will discuss how to issue a Gift Card using the classic POS system.
Required Permissions
POS Terminal
Accessing the Tool
Gift Cards can also be entered in bulk through the Classic POS.
To issue Gift Cards in the Classic POS,
In the POS Order Screen select the Gift Card Item. Because the Gift Card Item is flagged as Ask for Price, the system will prompt the user to enter a price for the Gift Card (this will be the amount issued to the Gift Card).
If more than one Gift Card will be issued at the same amount, select the Change QTY button and apply the appropriate quantity. Continue with all the Gift Card denominations; in this example 6 Gift Cards at 3 different amounts (25, 50, and 100) were issued.
Settle the ticket using Close Ticket or one of the Quick settlement options; once the ticket is settled, this will bring up the New Gift Card box.
Note: If the New Gift Card Box option does not appear make sure you have the proper Item selected in the Gift Card Type.
Depending on your setup, the system will auto assign the Track and Gift Card Number or you can enter the first number and the system will assign the next sequential numbers. If using plastic Gift Cards with a mag stripe, toggle the mouse in the Track field and swipe the card. The code that is on the mag stripe will then populate into the Track field associating that card with the Gift Card in the Clubessential database. Repeat the same process to populate the code on the mag stripe into the Card Number field.
If the Gift Cards will be issued to a guest or event, simply type the appropriate information in the Issued To field. If the Gift Cards will be issued to a member, select Member Lookup and choose the appropriate member. Enter a Description for the Gift Card. The Expiration Date will be based on what was applied in the Gift Card Type.
Lastly, select OK to move to the next Gift Card.
Auto-Finish
If you are entering multiple Gift Cards and they will be issued to the same event or member, the Auto-Finish feature may be utilized. Please note that if using plastic Gift Cards with a mag stripe the Auto-Finish feature cannot be utilized.
Once all information has been entered on the first Gift Card select Auto-Finish. This will automatically assign a number to the remaining Gift Cards with the identical information entered.
Best Practices
To sell a gift card to a Non-member, follow the steps to issue a gift card but instead of applying the card to a member account, choose the Guest Member account that your club has set up. In the description field, enter the name of the non-member so that when the guest returns, you can utilize the Gift Card lookup to search and apply the non-member’s balance to their transaction.
