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 your gift cards ahead of time 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)
Alternatively, you can create the card with the balances in Mosaic and sell them at the POS for that amount.
(This could be good for events where you are giving out gift cards, or if you want set balances and then just keep the cards marked and separated)
Something to think about for this method is that you then have gift cards with preloaded balances available. Be careful where you leave these.
The last 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 Mosaic.
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.
Enter PIN #.
Select Status from dropdown.
Select Issue Date by clicking inside field to use calendar.
Last Trans. Date defaults in upon use.
Select Expiration Date by clicking inside field to use calendar if applicable.
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. |
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.
View information.
FIRST PUBLISHED 04/07/2022
EDITED 03/07/2023
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