LS Central 13- Base Training 2019

Gift Card & Voucher

Data Entry Type
Customer Requirements

• The Customer wants a Gift Card (of any denomination) to be

issued and paid with at the POS. In other words, a Gift Card can
be sold as an item as well as accepted as a mode of payment

• The Customer wants a Voucher (worth the change amount in a

sales transaction) to be issued and paid with at the POS. In other
words, a Voucher can be issued as Credit Memo as well as
accepted as a mode of payment
Gift Card
• Usually paper based, but also a preprinted (plastic) card can be used

• When printed, using a template, along with the sales receipt

• The amount on the card may be redeemed over multiple transactions

Gift Card - Components
• A Data Entry Type
• Two Infocodes linked with the Data Entry Type
 To sell the gift card
 To redeem the gift card

• An Income Account or an item linked with the infocode used for selling
• A Tender Type linked with the infocode used for redeeming
• Two POS Buttons (Commands)
 Income Account/ Item
 Tender Type
Data Entry Type – Gift Card

• Must be numbered, either

automatically or a number series

• May have a barcode

• May have an expiry date

• Must use certain validation

routines during redemption
 The card is registered

 The outstanding amount

Infocode – Create Data Entry

• Special Type used for a gift

card sale

• Input Required must be

enabled

• Linked with the Data Entry

Type
Infocode – Apply To Entry

• Special Type used for a gift

card redemption

• Input Required must be

enabled

• Linked with the Data Entry Type

Income Account

• While being sold the Gift Card

generates a liability income

• Usually an income like this

does have a tax element to it
Income Account - Infocode

• Must be linked with the

infocode type, Create
Data Entry

• When Required must be

set to Positive
Income Account – Extra Print Setup

• A template, used to print the

gift card on the receipt
printer, needs to be assigned
to the account

• When required must be set

to Always
Tender Type
• While being redeemed the gift card
is a payment tender

• Both overtender and undertender

may be allowed

• Refund to the card not applicable

Tender Type - Infocode

• Must be linked with the

infocode type, Apply To Entry

• When Required must be set to

Positive
POS Button – Income Account
• A button in the sales menu to start
the sale of a gift card

• Points to the income account

defined for the gift card
POS Button – Tender Type
• A button in the payment
menu

• Points to the tender type

defined for the gift card
Exercise

1. Buy a gift card worth GBP 100 from Store 1

2. Buy item(s) worth GBP 50 in Store 2 and pay with the gift card
3. Buy item(s) worth GBP 70 in Store 1 and use the gift card first
Voucher
• Issued during a sales refund

• Printed, using a template, along with the sales receipt

• The amount on the voucher may be redeemed over multiple transactions

Voucher - Components
• A Data Entry Type
• Two Infocodes linked with the Data Entry Type
 To issue the voucher
 To redeem the voucher

• A Tender Type linked with both infocodes

• A POS Button (Command)
 Tender Type
Data Entry Type – Voucher

• Must be numbered, either

automatically or a number series

• May have a barcode

• May have an expiry date

• Must use certain validation

routines during redemption
 The card is registered

 The outstanding amount

Infocode – Create Data Entry

• Special Type used for a gift

card sale

• Input Required must be

enabled

• Linked with the Data Entry

Type
Infocode – Apply To Entry

• Special Type used for a gift

card redemption

• Input Required must be

enabled

• Linked with the Data Entry Type

Tender Type
• While being both issued redeemed the
voucher is a payment tender

• Both overtender and undertender may

be allowed

• Refund to the voucher not applicable

Tender Type - Infocode
• Must be linked with both
infocodes

• When Required must be set

to
 Negative for Create Data Entry

 Positive for Apply To Entry

Tender Type – Extra Print Setup

• Two templates used to print

 The voucher while being issued

 The voucher endorsement while

being redeemed

• When required must be set to

 Voucher Re-Issue for Create
Data Entry

 Positive for Apply To Entry

POS Button – Tender Type
• A button in the
payment menu

• Points to the tender

type defined for the
voucher
Exercise

1. Return item(s) worth GBP 100 at Store 1 and get a voucher

2. Buy item(s) worth GBP 50 in Store 2 and pay with the voucher
3. Buy item(s) worth GBP 70 in Store 1 and use the voucher first
Thank you!