Gift Card Procedures

This section describes gift card procedures. Please note, not all payment devices support the procedures described in this section. The following table identifies the limitations for each device type:

Device Type

Operations Not Supported

HeartSIP

  • Cash Out

  • Manual entry of account number

  • Magnetic stripe reader

PAX (Portico)

  • Cash Out

Transcend

  • Manual entry of account number

  • Magnetic stripe reader

Activate a Gift Card

The Activate transaction activates and adds funds to a new gift card.

To activate a gift card:

  1. From the lower-left of the screen, select Options.

  2. From the Options menu, select Gift Cards.

  3. From the Gift Cards screen, select the Gift Card item to add it to the order.

  4. When prompted, use the numeric keypad to enter the amount to add to the gift card.

  5. When prompted, use one of the following methods to enter the gift card account number:

    • Swipe the gift card using the magnetic stripe reader device.

    • On the displayed prompt, select Manual Card Entry and use the numeric keypad to manually enter the account number.

    • (If available) On the displayed prompt, select Scan via Camera and use the integrated camera to scan the QR code on the card.

  6. When prompted, use the numeric keypad to enter the PIN associated with the card.

    • Service provider configurations for gift card transactions determines if this step is required.

After the order is tendered, a toast message confirms that the card is successfully activated. The account number and balance are printed on the receipt.

Bulk Gift Card Activation

The Bulk Gift Card Activation feature provides the ability to add multiple gift cards to an order and activate them in bulk.

This feature accommodates purchases of large numbers of gift cards in a single visit. Activate up to 200 gift cards in a single transaction.

The following table describes the two (2) methods used to add gift cards to an order:

Method

Description

Bulk Activation by Range

This methodology is useful in environments where sequential card numbers are provided and the site manages the cards to ensure they are not out of sequence.

Select a gift card amount and then swipe/scan the starting card number and the ending card number.

The system automatically adds the gift cards for the beginning number, ending number, and every number between.

Bulk Activation by Individual Entry

Select a gift card amount and then swipe/scan each individual card.

This method is useful in environments where maintaining sequential card numbers is not reliable or practical.

Bulk Activation by Range

To activate multiple gift cards by range:

  1. From the lower-left of the screen, select Options.

  2. From the Options menu, select Gift Cards.

  3. From the Gift Cards screen, select Bulk Activate.

  4. When prompted, select Gift Card Range.

  5. From the Bulk-Add Gift Cards screen, perform the following steps: 

    • In the Amount on Gift Cards section, select the amount to add to the cards -OR- select Other to define a custom amount.

    • In the Beginning of Range field, scan or swipe the first gift card in the account number range -OR- select the camera icon to scan the card using the integrated camera (if available).

    • In the End of Range field, scan or swipe the last gift card in the account number range.

    • Select Next - Review Cards.

  6. Once the cards are successfully validated, select Add to Order.

Bulk Activation by Individual Entry

To activate multiple gift cards individually:

  1. From the lower-left of the screen, select Options.

  2. From the Options menu, select Gift Cards.

  3. From the Gift Cards screen, select Bulk Activate.

  4. When prompted, select Individually.

  5. From the Bulk-Add Gift Cards screen, perform the following steps: 

    • In the Amount on Gift Cards section, select the amount to add to the cards -OR- select Other to define a custom amount.

    • Scan or swipe each gift card -OR- select the camera icon to scan the cards using the integrated camera (if available). A running count of the gift cards is displayed. If necessary, adjust the currency amount between card entries.

    • Once all the gift cards are added, select Continue.

  6. Once the cards are validated, select Add to Order.

Add Value to a Gift Card

The Add Value transaction adds funds to a customer's activated gift card.

To add value to a gift card:

  1. From the lower-left of the screen, select Options.

  2. From the Options menu, select Gift Cards.

  3. From the Gift Cards screen, select Add Value.

  4. When prompted, use the numeric keypad to enter the amount to add to the gift card.

  5. When prompted, use one of the following methods to enter the gift card account number:

    • Swipe the gift card using the magnetic stripe reader device.

    • On the displayed prompt, select Manual Card Entry and use the numeric keypad to manually enter the account number.

    • (If available) On the displayed prompt, select Scan via Camera and use the integrated camera to scan the QR code on the card.

  6. When prompted, use the numeric keypad to enter the PIN associated with the card.

    • Service provider configurations for gift card transactions determines if this step is required.

After the order is tendered, a toast message confirms that the funds were successfully added to the gift card. The new gift card balance is printed on the receipt.

Check Gift Card Balance

The Balance Inquiry transaction is used to determine the remaining balance on a gift card.

To check the balance on a gift card:

  1. From the lower-left of the screen, select Options.

  2. From the Options menu, select Gift Cards.

  3. From the Gift Cards screen, select Balance Inquiry.

  4. When prompted, use one of the following methods to enter the gift card account number:

    • Swipe the gift card using the magnetic stripe reader device.

    • On the displayed prompt, select Manual Card Entry and use the numeric keypad to manually enter the account number.

    • (If available) On the displayed prompt, select Scan via Camera and use the integrated camera to scan the QR code on the card.

  5. When prompted, use the numeric keypad to enter the PIN associated with the card.

    • Service provider configurations for gift card transactions determines if this step is required.

  6. The gift card balance is displayed on the screen. Select Print to print the gift card balance.

Cash Out a Gift Card

The Cash Out transaction redeems the remaining balance on a gift card to cash.

To cash out a gift card:

  1. From the lower-left of the screen, select Options.

  2. From the Options menu, select Gift Cards.

  3. From the Gift Cards screen, select Cash Out.

  4. When prompted, use one of the following methods to enter the gift card account number:

    • Swipe the gift card using the magnetic stripe reader device.

    • On the displayed prompt, select Manual Card Entry and use the numeric keypad to manually enter the account number.

    • (If available) On the displayed prompt, select Scan via Camera and use the integrated camera to scan the QR code on the card.

  5. When the cash drawer opens, remove the cash out balance from the drawer.