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Gift and Award Card Solution (Retail Pro 8.52 and Above)

This is a gift and award card solution for Mains and Remotes. However, the gift and award card
information is NOT SHARED AMONG STORES. Therefore, a card issued at one store is not good at
another store.

The Gift Card operation is the same as our Single Store Gift Card solution. The user can issue
gift cards as a tender type or using a jackpot row in inventory. Gift Cards are
redeemed using a Tender. When cards are redeemed the card number and new balance
can be printed on the receipt. The modification includes a lookup function to
determine the current value of a card.

For Award Cards, we have added a simple Customer Loyalty feature to issue Award (or Loyalty)
cards that can be used as gift cards to tender receipts. The amount of the award is based
on a percentage of the receipt subtotal or a percentage of selected items on the receipt.
Although award value is only issued if a Customer is on the Receipt, the Cashier can control
whether or not to issue (or add value to) a card. Award Cards are not tied to specific
customers and the loyalty value is NOT stored in the customer record.

There is also a Gift Card Maintenance function that allows the user to deactivate
a card or mark a card as lost or stolen. If a Bill To Customer is placed on the
Receipt when a card is issued, the card is tied to the Bill To Customer (for lookup
purposes only).

This modification does NOT use the BDE for database storage. It uses an Access database.
In addition, our new M&M Installer program automatically copies all the files to their
appropriate directories. The M&M Installer launches from a self-extracting zip. This
reduces installation time to a few minutes.

View the Gift and Award Card Install Manual (PDF)

View the Gift and Award Card User Manual (PDF)

Contact your Retail Pro Reseller for pricing and to purchase this modification.

Gift and Award Card Maintenance
The maintenance screen provides several methods for looking up a particular card
or cards. This screen shows the card number, original customer, issue date, last
transaction date, issue amount, current value and status. Access to the Gift Card
Maintenance screen is controlled by a custom SecAdmin setting.
 
Cards can be deactivated or marked as lost or stolen. It is also possible to print
a report of cards with activation date, original amount, current value and status
or export the gift card data to a text file with comma-separated values.
 
Gift and Award Card Preferences
In the Gift Card section of preferences
you can choose to use jackpot rows
for issuing gift cards and display
confirmation messages when card values
are changed.
 
The Award Card section is where the
basic loyalty program information is
set up.
 
Loyalty value is based on a percentage
of the receipt total or items selected
on on a Misc or Aux field setting.
 
Issuing and Redeeming Cards
 
Gift cards are issued and redeemed using side buttons on the tender screens.
The Issue Award Card button can be used to issue (or add value to) an Award Card:
All buttons appear on the Receipt Tender screen.
The Redeem button appears on the SO Deposit Tender screen.
 
The Issue button brings up the
Issue Gift Card screen:		 The Redeem button brings up the
Redeem Gift Card screen:
When issuing a card, the cashier enters the value and then swipes or enters the card number.
When Redeeming a card, the cashier swipes the card or enters the number. The current card value
is displayed.
 
Award Cards are issued (or have value added) from the Issue Award Card screen:
The Amount to Issue is determined based on the
preference settings and cannot be changed by the Cashier.
 
This dialog will also be automatically displayed when
entering the tender screen if there is a Bill To Customer
on the receipt and the "Prompt for Award Card on Every
Receipt with a Customer" box is checked.
 
Card Value Lookup
 
The card value lookup is activated using a side button.
The same lookup is used for Gift and Award Cards:
This button appears on the Customer screen, Receipt screen and Sales
Order screen.

View the Gift and Award Card Install Manual (PDF)

View the Gift and Award Card User Manual (PDF)