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🛈 Important

This topic applies only when processing payments using Dynamics 365 Commerce with MPOS, CPOS, Store Commerce or with a Hybrid app Point of sale (Android/iOS).


External Gift card user guide

This topic describes the workflow at the POS when processing Gift card transactions.

Supported operations:

  • Issue/Activate Gift Card
  • Add to Gift card (Reload or top up)
  • Void
  • Check balance
  • Sale (Redeem)

Issue / Activate a Gift card

  1. To Issue the New gift card, select the Custom operation POS button (as shown below) that is mapped to External Gift Card (Activate). 

  1. Scan or enter the gift card number:


  1. Enter the amount to activate:


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  1. The Gift card item will be added to the transaction:


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  1. Pay using any available tender method (e.g. Cash or Card).
  2. The nominated Gift card will be issued for the above amount ($50.00)

Add to Gift card

This operation adds funds to an existing Gift card (top-up or reload).

  1. Select the custom POS operation button (as shown below) added by you using external gift card. 

  1. This will display below screen
  2. Scan or enter the gift card number.


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  1. Enter the amount to reload


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  1. The Gift card item will be added to the transaction.


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  1. Pay by any available payment method (e.g. Cash or Card).

Gift card Void line transaction:

This functionality will void the balance on gift card.

Steps:

  1. Select Add to gift card.
  2. Enter the gift card number and amount.
  3. This will add the gift card item in a cart and add the amount to the existing balance on gift card.
  4. To void the newly added amount on the gift card, select gift card item line and select VOID Payment Line.
  5. This will deduct the newly added amount on the Gift card.

Check Gift card balance

  1. Select the custom POS button (as shown below) added by you using external gift card. 

  1. Scan or enter the Gift card number

  1. The balance will be displayed as shown:

Sale transaction using Pay Gift card (Redeem)

  1. Scan or add items to the transaction.
  2. Select the Pay Gift card custom POS button (added by your adminstrator) using the external gift card method.

  1. Enter the Gift card number.

  1. Select the green Enter button.

  1. The POS will display “Waiting for customer input screen” whilst it processes the transaction with the Gift card provider. 
  2. Upon successful approval, the screen will close.



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