In order to sell Gift Cards at the POS, they must be created in Mosaic.
There are a couple ways to do this now.
You can create the gift cards ahead of time (or Import) and then when you sell them at the POS, you can go back into Mosaic and enter in the balance they were sold for.
(Searching for the card code, selecting edit, then entering in the balance)
The other method is that when you sell them at the POS, you then enter them into Mosaic and enter in the amounts.
Make sure before the gift card is taken by the customer that it is entered into MosaicGift cards can be created (or imported) ahead of time in Mosaic or you can create them on the fly by selling them at the cash register.
At the register, scan the card in the transaction and enter the amount for it. Finish the transaction.
If the gift card did not already exist in Gift Cards in Mosaic, it will be created when the transaction comes over.
If the gift card had been created in Mosaic ahead of time, the balance updates after the transaction is complete.
When you sell them on a web order, you will need to create them and enter the amount in the Gift Cards screen in Mosaic after you finish processing the order.
Main Record
In the Gift Cards homepage, you are able to search for and edit existing gift cards.
Toggle what is viewed in the results field with the “Show Active Only” dropdown to either Show All Statuses, Show Active Only, or Show Inactive only.Select + Add from Gift Cards screen.
Add Gift Cards
Enter the Gift Card Code. This is the only REQUIRED field.
Fill in the rest of the information as desired, as defined below.
Status defaults to Active, move to inactive if desired in dropdown.
Last Trans. Date defaults in upon use.
Enter Comment if desired. Internal Only.
Select Save.
Field | Definition | Field | Definition |
|---|---|---|---|
Gift Card Code | Gift Card identifying code. (16-digits typically) | Expiration Date | Date Gift Card expires if applicable. |
PIN # | PIN # for Gift Card, enter if desired. | Comment | 2000 character limit. Internal Only. |
Status | Active/Inactive | ||
Issue Date | Date the Gift Card was issued. | ||
Last Trans. Date | Will populate upon use, updates to most recent transaction. |
Gift Card Report
On the Gift Cards homepage, select Export.
A PDF downloads to your browser.
Open PDF to Gift Card Report.
Review information.
Note: this report also exists in Reports > Report Templates.
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