Sell or redeem gift vouchers

Sell or redeem gift vouchers

Overview                                                                                                                                                                                                                                   

You can add a customer to the gift voucher if you want the gift voucher to be applied to the customer's contact in Cin7 Omni.

You can then apply a gift voucher to a sale in POS.                                                                                                                                                

Sell gift vouchers

  1. Search for the gift voucher product.
    If you have not created any gift voucher products, see the Setting Up Gift Vouchers Help article for additional information.

  2. Enter a Gift Voucher code if you use pre-printed codes.
    Remember that the value of a gift voucher is determined by the total the voucher is sold for.

  3. Complete the sale as usual.
    The gift voucher code will be printed on the receipt.


    The gift voucher will be created in Cin7 Omni.

 

Administrators can view all vouchers that have been made:

  1. While logged in as an Administrator, select your username in the top right corner and then select Settings.

  2. From the POS menu, select POS Gift Vouchers & Store Credit.You will see a searchable list of gift vouchers and related balances.

Redeem gift vouchers

To redeem a Gift Voucher:

  1. Enter products and a customer into a sale as usual.

  2. Once you are ready to complete the transaction, select PAY.

  3. Select Gift Voucher.

  4. Enter the Gift Voucher code in the field provided, then select Search.

  5. If a Gift Voucher is found, select Redeem.
    The gift voucher will appear in the payments area.
    Select del to remove it if necessary.

If you do not know the gift voucher code, you can also search for the customer to which the gift voucher was applied.

To do this:

  1. Search for the customer using the customer's box.

  2. Select the customer.

  3. When you have proceeded to the payments screen and selected Gift Voucher, the gift vouchers assigned to the customer will be shown underneath the customer space.

  4. To redeem, simply select a Voucher Code from the list.
    The gift voucher will appear in the payments area.
    Select del to remove it if necessary

FAQs

I'm trying to test this functionality but the Gift Voucher balance is not showing correctly.

Remember to sync settings between selling and redeeming gift vouchers, especially if you are testing gift vouchers. In the course of a normal gift voucher sale, there would be enough time for the POS to sync fully before it is redeemed.

Is it possible to redeem part of a gift voucher?

Gift Vouchers will be redeemed in full unless the voucher is worth more than the total of the transaction. Any leftover balances will remain on the card and can be redeemed at another time.

How can I check the balance on outstanding gift vouchers?

Leverage the Gift Vouchers and Store Credits - Balance due Insights report get easily see this information. This report provides a list of all the gift vouchers that have not been fully redeemed.     

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