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 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. 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.
FIRST PUBLISHED 04/07/2022
EDITED 07/19/2023
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