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Retail:Gift Cards and Gift Vouchers

Contents

Introduction

This document describes how to install, configure and use the Gift Cards and Gift Vouchers module. This module includes functionality to sell and consume the credit of Gift cards and Gift Vouchers.

Gift Cards are documents that include a monetary credit. When sold, gift cards include an initial balance that can be consumed in point of sale orders until all the credit is consumed.

Gift Vouchers are documents that include credit in terms of a list of products or services. When sold, gift vouchers include an initial balance for each of the products or services, that can be consumed in point of sale orders that include one of several or the products listed in the gift voucher.

Installation

To install the module (an Openbravo Professional instance is needed because it is a commercial module):

Configuration

Gift cards and gift vouchers are ordinary products with extended properties. This section explains how to set up new gift cards and gift vouchers.

Gift cards

Go to the window Product, create a new record, fill in the common product properties and in the Price tab assign a price to the price lists used in your POS terminals.

In the section POS Products fill in the following fields:

Note that the Gift card amount field can be different as the price assigned in the price list. This allows to sell gift cards with a discount, at a less price of the initial balance. For example sell gift cards with a price of 95.00 € with an initial balance of 100.00 €.

In the general case gift card products MUST BE MARKED as TAX EXEMPT and NON STOCKED.

This is a sample gift card product:

GiftCardSample.png

Gift vouchers

As in gift cards go to the window Product, create a new record, fill in the common product properties and in the Price tab assign a price to the price lists used in your POS terminals.

In the section POS Properties filling the following fields:

Go to the tab Gift voucher summary and create all the products and initial quantity to include in this gift voucher. In each record you have to fill in the following fields:

In the general case gift voucher products should be marked as non stocked.

This is a sample gift voucher product:

GiftVoucherSample.png

Operation

Selling gift cards and gift vouchers

To sell gift cards and gift vouchers is used the same process used to sell regular products with only one difference, at the moment of adding a gift card or gift voucher, a dialog appears requesting for the mandatory ID field. This value will be used to find this created gift card or gift voucher in new sales to consume credit or display the details.

This dialog can be invoked again in the Edit tab, tapping on the Description button.

This is the dialog used to edit the ID field:

GiftCardVoucherDescription.png

Paying with a gift card

The payment process using a gift card starts in the Payment tab. Here you select the payment method Gift Card. To select the credit to consume you have two possibilities:

Now a dialog appears requesting the Gift Card ID to use. Tap on Apply to consume the credit, and tap on Details to show a dialog with the details of the Gift Card selected.

GiftCardVoucherPay.png

After applying this Gift Card this is the result obtained and you can continue closing the receipt.

GiftCardVoucherReceipt.png

Paying with a gift voucher

The payment process using a gift voucher is very similar to the gift card process. It starts also in the Payment tab. Here you select the payment method Gift Voucher, and the dialog requesting the Gift Card ID appears directly. Tap on Apply to consume the credit, and tap on Details to show a dialog with the details of the Gift Card selected. The process of applying a gift voucher searches for all items in the receipt and validates for which of then the gift voucher has credit, and adds a discount line for each line the gift voucher has credit.

This is an example of the result obtained after applying a gift card that has credit for the products

GiftCardVoucherReceipt2.png

Search gift cards and gift vouchers

In the point of sales menu you the option Gift cards/vouchers goes to the search dialog for Gift cards and gift vouchers. Here you can search gift cards and vouchers by ID and also by Business partner

This is a sample of this search dialog:

GiftCardVoucherSearch.png

If you select one of the records you will see the details of the gift card or gift voucher selected, and also from this details dialog you can also consume the credit in the current receipt.

These are samples of the details for a gift card and a gift voucher:

GiftCardVoucherDetails.png

Returning gift cards and gift vouchers

To return a gift card or a gift voucher you need first to create a return order. Then go to the menu option Gift cards/vouchers and select the gift card or voucher to return, once selected press on the button Return and a new line returning the gift card or voucher will be added to the return order.

GiftCardVoucherReturn.png

Once the gift card or voucher is returned it will appear in the Gift cards instances window as cancelled.

Transactions information

In the window Gift cards instances, you can inspect all the information related with active cards. Its status and all the transactions performed with each gift card.

In the Gift card transaction tab there are common fields for gift cards and gift vouchers:

And for gift cards:

And for gift vouchers:

GiftCardInstances.png

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