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Projects:Gift Cards in WebPOS/User Guide

To operate with new Gift Cards type is necessary configure Web POS Terminal in ERP.

Contents

Gift Cards Reason / Type

Navigate to Gift Cards Reason / Type window and create necessary records for your requirements. Gift Card Reason is being used when creating a gift card Certificate.

ERPGifCards 1.png

Fill out the following fields:

Organization - Cash Management Events

Navigate to Organization window and select store to configure the cash management event to Reimburse as follows:

ERPGiftCard 2.png

POS Terminal

Navigate to POS Terminal window and select POS Terminal Type to configure a new Payment Type.

ERPGiftCard 3.png

It's very important fill out following fields as follow:

The next figure shown Payment Method:

ERPGiftCard 4.png

Check the following values:

Web POS

Gift Cards can used in tree places in Web POS.

Create: Gift Certificate

To create Gift Cards use menu option Gift Certificate as show in next figure

WebPOSGiftCard 1.png

The following dialog is opened:

WebPOSGiftCard 2.png

Fill the following fields:

After Apply button is pushed a new Gift Card Certificate is created as shown in the following figure:

ERPGiftCard 5.png

When Gift Card Reason is flagged as Only for this Org the gift card instance is created using Store organization. When reason is configured as cross store the organization used is the Legal Entity.

At this point a Gift Card Certificate is created using a payment for the selected amount, and using the G/L Item configured for the selected gift card reason as shown in the following figure:

ERPGiftCard 6.png

Pay using a Gift Certificate

A gift Card can be used to pay a ticket as any other payment method in Web POS.

Create a receipt and go to payment panel, select Gift Card or press button More... if can not see it. You can pay a complete receipt or make a partial payment.


WebPOSGiftCard 3.png

Once Gift Card payment method as been selected, a new dialog is displayed to enter a Gift Card number. When the number is entered a new dialog is displayed showing gift card details (button Details). To proceed with payment use button Apply.

WebPOSGiftCard 4.png

Note:

After the payment process is completed and the receipt is synchronized with ERP, a gift card transaction is created in the ERP as shown in the following figure:

ERPGiftCard 7.png

In Gift Card Instance window the current balance is updated for the gift card and a transaction is made for the amount of the received payment. Payment information is explained in the following figure:

ERPGiftCard 8.png

Reimbursed: Gift Certificate

To reimburse a Gift Card open a cash management dialog from the menu (Menu option: Cash Management). Press button Gift Card Reimbursed and enter the card number, as you see in next figure.

WebPOSGiftCard 5.png

Press Details to see further info of the gift card. Press Apply to proceed with the reimburse. All the remaining amount for the selected gift card will be reimbursed.

Note: Gift Cards can just be reimbursed when Gift Card category has been properly configured (see Reimburse flag in Gift Card Reason/Type window).

After the Apply button is pushed, a new line is added to Cash Management. Done button needs to be pushed to complete operation. If cancel button is pressed changes will not be aplied. See following figure:

WebPOSGiftCard 6.png

After the Cash Management is finished, you can find in the ERP all trace of reimburse operation.

The following figure shows the Gift Card closed with current balance set to zero and two transactions, one for order payment (18.90) and other for reimbursed (31.10).

ERPGiftCard 9.png

The following figure shows the payment detail for the reimbursed transaction.

ERPGiftCard 10.png

The reimbursed have been involves two operations: a payment in (see at previous figure) and a payment out, to see it is necessary go to Pos Terminal window, select the terminal used to do the operation and select in tab Cash Up History the last Cash Up.

ERPGiftCard 11.png

And select tab Payment Method Status Cashup for Cash payment method and you can see in tab Payment Method CashUp Events the drop operation.

ERPGiftCard 12.png

Finally you can see the transaction detail in the following figure:

ERPGiftCard 13.png

Print Giftcards

Openbravo ERP

In this section it is explained how it has to be configured Openbravo ERP in order to print the new type of Gift Cards.

Print Gift Card Reason Type.png

Two new fields are added in Reason Type window:

It is allowed to print a regular ticket (.xml) or a PDF report (.jrxml).

The template must be created and configured properly. How to create templates

The module contains an .xml template by default defined in Pos Print Templates window named 'Default Gift Card Template'.

Web POS

Three print processes have been added, they will only trigger if in the Category Reason definition is checked the Print Gift Card field and the Template has been added:

1.- When the Gift Card is created from Gift Card Certificate menu entry it will automatically be printed.

2.- On the Gift Card Details popup a Print button has been added.

Adding a Gift Card

3.- When a ticket is closed making a payment of a 'Gift Card' payment method.


The template included in the module looks like:

Gift Card Xml Template.png

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