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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.
(You could make all the cards inactive. But at that point if you have to go back into Mosaic anyway, it might just be best to try another method)

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

  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.

Add Gift Cards

  1. Enter the Gift Card Code. 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.

  5. Enter Comment if desired. Internal Only.

  6. 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

  1. On the Gift Cards homepage, select Export.

  2. A PDF downloads to your browser.

  3. Open PDF to Gift Card Report.

  4. Review information.

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

FIRST PUBLISHED 04/07/2022

EDITED 03/16/2023

© 2021 PrismRBS All rights reserved.

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