Transcript
The gift cards you have issued: balances, each card's history, issuing a card and adjusting its balance.
0:00 Introduction
Gift cards are sold at the register. In the back office, you keep an eye on them: what is outstanding, what a card was used for, and what to do when something goes wrong.
0:12 The list of cards
Open Gift cards in the menu.
At the top, you see how many cards there are, and the outstanding liability. That is the total you still owe customers in unspent gift card balances.
Each row is a card: its number, the customer if one was attached, when it was issued, when it expires, its status, the value it started with, and what is left.
Tick Hide zero balance to leave out cards that are used up. To find one card, type part of its number in the search box.
0:44 One card
Click a card to open it. At the top are the balance, the starting value, and the expiry date.
Below is the card's history. This card was bought for fifty dollars, and later redeemed in a sale. Each line shows the amount and the balance after it.
For a redemption, tap View sale to see the sale it paid for.
Here is the sale, with the gift card shown as the payment. Go back to the gift cards.
1:12 Issuing a card
You can also issue a card from here. Tap Issue gift card.
Enter the amount. Leave the card number blank and the system makes a sixteen digit number for you. You can attach a customer, and give the card an expiry date, but both are optional.
Tap Issue. The new card opens, with its balance, and its first line of history: issued.
1:36 Adjusting a balance
If something went wrong at the register, a manager can fix the balance. Tap Adjust balance.
Enter a plus amount to add to the card, or a minus amount to take away. Then give a reason. We add five dollars, because the customer was charged twice.
Tap Save. The balance goes up, and the adjustment appears in the history with your note.
2:00 Deactivating a card
If a card is lost or stolen, tap Deactivate. The system warns you that the card cannot be redeemed while it is inactive.
We will keep this card active, so we cancel.
That is gift cards in the back office. In the next episode, we look at the work order board, where you follow repairs and services from start to finish.