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Gift 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

  1. 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.

  2. Select + Add from Gift Cards screen.

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Add Gift Cards

  1. Enter the Gift Card Code

.

  • Enter PIN #.  

  • Select Status from dropdown.

  • Select Issue Date by clicking inside field to use calendar. 

    1. . This is the only REQUIRED field.

    2. Fill in the rest of the information as desired, as defined below.

    3. Status defaults to Active, move to inactive if desired in dropdown.

    4. Last Trans. Date defaults in upon

    use.Select Expiration Date by clicking inside field to

    1. use

    calendar if applicable

    1. .

    2. Enter Comment if desired. Internal Only.

    3. Select Save

    .These Gift Cards can be attached to a User in AR Account Management

    1. .

    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

    1. On the Gift Cards homepage, select Export.

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    2. A PDF downloads to your browser.

    3. Open PDF to Gift Card Report.

    View information

    1. Review information.

    Note: this report also exists in Reports > Report Templates.

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    Status
    colourRed
    titleFirst Published 04/07/2022

    Status
    colourBlue
    titleEdited 0407/0719/20222023

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