In Sitoo POS you can sell and carry out payments with gift cards produced by the cash register. To do this you need to enable the optional subscription addon called Gift Card, and also set up
necessary settings to manage gift cards in your cash register.
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Enable Sitoo Gift Cards as a voucher
The Sitoo Cashier System produce and manages gift cards as unique voucher, printed with the receipt printer. This is the option we recommend.
To handle this kind of gift card, the Gift Card subscription addon must added to you subscription. Please contact our sales department to learn more.
Create a product group named Gift card
- Go to Sitoo Backoffice > Settings > Product Group & Sales Tax.
- Click the add icon at the upper left corner
- Add a product group that you name Gift Card.
- Select Type Gift Card.
- Set Sales Tax to 0.
- Save.
Add at least one product using the product group Gift Card
- Go to Sitoo Backoffice > Products.
- Click the add icon at the upper left corner
- Name the product Gift card.
- Enter the sku GIFTCARD.
- Scroll down to the pricing section.
- Enter 0 if you want to be able to edit the gift card price directly in the POS when sold. Enter a fixed price if you want to sell gift card to a predefined price.
- Scroll to the section Product Groups & Sales Tax.
- Choose Gift card.
- Scroll down to the Stock and Delivery section.
- Deselect Activate Stock Handling.
- Click save.
Add a gift card payment option
- Go to Sitoo Backoffice > Settings > POS Payment Options.
- Click the add icon at the upper left corner
- Enter Gift card in the empty textbox.
- Choose payment method Gift card.
- Click Save.
- Now you have a new payment method on the cash register.
Activate giftcard
- Go to Sitoo Backoffice > Settings > General.
- Scroll down to the section Gift card.
- Choose the alternative Vouchers.
- Select the desired validity time span. Standard is 12 months.
- Click save.
How to sell Gift cards
Selling a gift card does not differ much from selling any other product. Add the product Gift card to the shopping cart. Choose whether you want to sell the gift card with a predetermined amount or if you want to add any amount when you sell the gift card. Once the purchase transaction is completed, your receipt printer will issue a regular purchase receipt and a unique voucher which functions as the gift card. The voucher has a unique code and barcode.
If the gift card is already active, the purchased amount will be added to the existing gift card. You can also make a repurchase on a gift card and then the amount will be deducted from the gift card. It is used if you want to retrace your steps, deleting a mistake.
Use gift card as means of payment
- When the customer wants to use a gift card voucher, select Gift Card as payment method in the payment step.
- A dialog box will appears were you are supposed to enter the gift card code, located right below the barcode of the voucher.
- If the customer wishes to use several different gift cards at the same time, repeat the process.
- You can combine gift cards with other payment methods. For example, if the customer has a gift card of 500 € and the product costs 1000 €, the remaining amount can be paid with other payment methods such as credit card or cash.
- If the full amount of the gift card is not used, the remaining amount can be used at a later date. This amount will be printed on a new unique voucher along with the customers purchase receipt.
Gift card refund
You can make a refund of a purchased gift card just like any other product. You need the voucher code printed on the gift card voucher.
- Add the product Gift card with the correct amount in the shopping cart.
- Tap the Gift card located in the shopping cart and scan the barcode with your barcode reader or enter the code manually in the Code field.
- Press Refund and the Manual.
- Continue by pressing Refund.
- Finally, select the payment method for which the purchase will be refunded.
Balance inquiry
To assist a customer how's wondering how much is left on their gift card, you can conduct a Balance inquiry.
- Log on to Sitoo POS.
- Go to Menu > Gift Card Balance and scan the barcode on the voucher with your barcode reader or enter it manually.
- The interface now displays all transactions for this specific gift card.
- Select Print to print a copy of the balance. The transaction history does not appear on the receipt.
Gift card reports
In Sitoo Backoffice > Reports, you are able to create gift card reports that indicate which gift cards are issued, which is important for your bookkeeping. You can also create your own reports.
An important report for your bookkeeping is the summary of gift cards that have expired. They give rise to an income to be reported.