Welcome to the Gift Card Processing Version 4.30 Manual

Welcome to the Gift Card ProcessingVersion 4.30 Manual

Our

Is Y

our

Solu

tion

MAS 90

How To Use This Guide

Contents

Index

How to Use This Guide

Bookmarks appear in the overview window to the left of the document window. These bookmarks are similar to a table of contents.

Note: This manual is best viewed using the latest version of Adobe Reader, which is available free of charge at http://www.adobe.com/products/acrobat/readstep2.html.For best printing results, print to a PostScript printer.

BACK

INDEX

CONTENTS

Text on page...

Go to the How to Use This Guide page (this page).

Go to the Contents.

Go to the previous page.

Go to the next page.

Go back to the previous link.

Go to the Index.

Indicates a jump to a topic.

Page 2 Gift Card Processing Manual How To Use This Guide

http://www.adobe.com/products/acrobat/readstep2.html

Information in this document is furnished only under a Customer License Agreement or non-disclosure agreement, and may be used or copied only in accordance with the terms of such agreement. The software described in this document is protected by copyright, and may not be copied on any medium except as specifically authorized in the license or non-disclosure agreement.

This document is also protected by copyright, and may not be reproduced or transmitted, in whole or in part, by any means, including photocopying, facsimile transmission, or reduction to any electronic medium or machine readable form, without the express written consent of HighTower.

Copyright Statements:Direct Deposit, Gift Card Expansion Pack, MAStransit, MultiBin Advanced Distribution, Point of Sale® Professional, Professional Retainer Control, ScanBlaster, Time and Billing®, Time and Billing® Professional, and Timekeeper® are products of HighTower. Copyright © 2007. All rights reserved

Sage Software and Sage Software product names mentioned herein, including Sage MAS 90, Sage MAS 200, Sage MAS 200 SQL, and Sage MAS 500, are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliated entities.

PCCharge™ name and logo are trademarks of VeriFone, Inc.. Copyright © 2007.

Microsoft® Windows® NT®, 95®, 98®, 2000®, ME®, and XP® names and logos are registered trademarks of the Microsoft Corporation. Copyright © 2004-2005.

All other trademarks and copyrights are the property of their respective holders.

This manual was written for Gift Card Processing version 4.30. It was last updated on 2/6/09.

How To Use This Guide Gift Card Processing Manual Page 3

Page 4 Gift Card Processing Manual New Features

Benefits of Gift Card ProcessingGift Card Processing is a HighTower’s enhancement for the MAS 90 and MAS 200 applications developed by Sage Software. This enhancement is designed to enable use of custom Gift Cards with the HighTower's Point of Sale Professional module.

The HighTower’s Gift Card Processing provides the following benefits:

• No Monthly, Annual, or Swiping Fees

• No Extra Hardware Required

• No Third Party Vendors

• No External Database to Manage Gift Card Balances

• No Forced Gift Card Format

.

Contents

INDEX

BACK

Benefits of Gift Card Processing 4

Chapter 1 — Introduction 8The HighTower Ideal 8Welcome to Gift Card Processing 8Using the Gift Card Processing Manual 8

Manual’s Details 8Customer Knowledge 9

Sections in this Manual 9Graphic Conventions 9Text Conventions 10

Getting Additional Help 10Getting Additional Copies of the Manual 10

Accessing the Manual 10Open the Gift Card Processing Online Manual 11

Using the Gift Card Processing Online Help 12Accessing Online Help 12

Support Services 12Related Manuals 13

Chapter 2 — Gift Card Processing Concepts 14Why Gift Cards? 14What is Gift Card Numbering in Gift Card Processing? 14What is Encoding in Gift Card Processing? 14What are Gift Card Functions in Gift Card Processing? 14What is a Cashier in Gift Card Processing? 14What is a Cash Drawer in Gift Card Processing? 14What is a Location in Gift Card Processing? 14What is a Register in Gift Card Processing? 15

Chapter 3 — Installing Gift Card Processing 16System Requirements 16Pre-Installation Instructions 16Installing Gift Card Processing 17

Gift Card Processing Installation Wizard 17Navigating in the Installation Wizard 17

Complete the Gift Card Processing Install 17System Startup 21

Setting Up Gift Card Processing 21Using Role Maintenance 21

Select Gift Card Processing in Role Maintenance 22Gift Card Processing Enhancement Registration 22

Using Library Master Extensions 22Register the Gift Card Processing Module 23

Defining the Gift Card Processing Enhancement 23Starting the Application 24Using Company Maintenance 24

Activate Gift Card Processing 24

Table of Contents Gift Card Processing Manual Page v

Contents

INDEX

BACK

Start Gift Card Processing for the First Time 25Sage MAS 90 or 200 for SQL Installations 25

Client/Server Workstation Install 26Install an Enhancement on a Workstation 26

Chapter 4 — Navigating in Gift Card Processing 27Using the Modules Tree 27

Gift Card Processing Tree View 27Opening a Gift Card Processing Window through the Modules Tree 27

Using the Menu Bar 28Gift Card Processing Menu Bar 28

Opening a Gift Card Processing Window through the Menu Bar 28Using Command Buttons and Keyboard Commands in Gift Card Processing 29

Gift Card Processing Buttons/Keyboard Commands Table 29

Chapter 5 — Using the Setup Menu 32How to Use the Setup Menu 32

Gift Card Processing Setup Menu 32Implementing the Setup Menu Options 32

Open a Window from the Setup Menu 32Add a Record 33Select an Item from a Lookup List 33Change a Record 33Delete a Record 34Print a Setup Listing 34

Gift Card Options 34Gift Card Options Window 34

Using Gift Card Options 34Set the Standard Gift Card Options 35

Gift Card Format 35Gift Card Format Window 35

Using Gift Card Formats 35Create a Gift Card Format 36

Sample Gift Card Numbers 41Deleting a Gift Card Format 43

Delete a Gift Card Format That Is Not Activated 43

Chapter 6 — Using the Main Menu 44How to Use the Main Menu 44

Gift Card Processing Main Menu 44Implementing the Main Menu Options 44

Open a Window from the Main Menu 44Print from a Main Window 45

Gift Card Inquiry 45Gift Card Inquiry Window 45

Using Gift Card Inquiry 46View the Gift Card Inquiry Information 46

Gift Card Transaction Detail 47

Page vi Gift Card Processing Manual Table of Contents

Contents

INDEX

BACK

Print a Gift Card Transaction Receipt 48

Chapter 7 — Using the Reports Menu 49How to Use the Reports Menu 49

Gift Card Processing Reports Menu 49Implementing the Reports Menu Options 49

Open a Window from the Reports Menu 49Select an Item from a Lookup List 50

Gift Card Report 50Using the Gift Card Report 50

Printing a Gift Card Report 50Define the Report Setting Options 51Set the Report Detail Options on the Main Tab 52Identify the Report Sorting Options on the Select Tab 52Configure the Report Printing Options 53

Chapter 8 — Integration with Sage MAS 90 or 200 56Point of Sale Professional 56

Configuring Point of Sale Professional 56Miscellaneous Item Maintenance 56

Set Up Gift Card in Miscellaneous Item Maintenance 56Payment Type Maintenance 57

Create a Gift Card Payment in Payment Type Maintenance 58Register Maintenance 58

Verify Gift Card Payment in Register Maintenance 59

Chapter 9 — Using Gift Cards in Sage MAS 90 or 200 60Point of Sale Professional Gift Card Functions 60

Selling a Gift Card 60How to Sell a Gift Card 60

Complete a Gift Card Sale Transaction 61Redeeming a Gift Card 62

How to Redeem a Gift Card 62Complete a Gift Card Redemption Transaction 62

Reloading a Gift Card 64How to Reload a Gift Card 65

Complete a Gift Card Reloading Process 65Checking the Balance of a Gift Card 66

How to Check a Gift Card Balance 67View the Balance on a Gift Card 67

Table of Contents Gift Card Processing Manual Page vii

Chapter 1

INDEX

CONTENTS

BACK

IntroductionChapter 1

HighTower is a Sage Software® Master Developer for Sage MAS 90 ERP and Sage MAS 200 ERP software with titles such as Direct Deposit, MAStransit, MultiBin® Advanced Distribution, Point of Sale® Professional, Professional Retainer Control, ScanBlaster, Time and Billing®, Time and Billing® Professional, and Timekeeper® to our credit.

The HighTower IdealAt HighTower, we are committed to delivering superior accounting, time management, manufacturing and distribution solutions to small and mid-sized businesses.

HighTower uses a unique Patch Installation system, which installs the HighTower’s enhancements without overwriting your original Sage Software program. Our patch installation method makes our products attractive to users installing enhancements from multiple Sage Software Master Developers.

Our promise of exceptional technical products is only exceeded by our commitment to customer service. Our success is measured in customer satisfaction.

Welcome to Gift Card ProcessingGift Card Processing is a HighTower enhancement for the MAS 90 and MAS 200 applications developed by Sage Software. It enables businesses to make use of custom Gift Cards with the HighTower's Point of Sale Professional module. Gift Cards can be sold to individuals, and their value can be redeemed at a later date. Gift Card Processing tracks the initial sale, value redeemed, value added, and current balance of each card, as well as the transaction history. Gift Card numbers can be encoded into a magnetic stripe (magstripe), barcode, or simply printed as text on the card. Security personal identification numbers (PINs) can be used as well.

The Gift Card Processing module is a flexible and powerful way to enable merchants to better serve their customers.

Using the Gift Card Processing ManualThis manual provides the information necessary for setting up and operating your Gift Card Processing application.

Manual’s DetailsThis manual details the functionality changes to the standard Sage MAS 90® or 200 system. Therefore, this manual should be considered an addendum to standard Sage MAS 90 or 200 and Point of Sale Professional manuals. The manual contains overviews and samples of windows and menus.

Page 8 Gift Card Processing Manual Chapter 1: Introduction

Chapter 1

INDEX

CONTENTS

BACK

Customer Knowledge

• This manual should be used in conjunction with the standard Sage MAS 90 or 200 manuals and help files.

• This manual will only detail additions to the standard Sage MAS 90 or 200 Accounting Software and Point of Sale Professional module by HighTower. Therefore, prior to reading this manual, each user should have an understanding and a working knowledge of Sage MAS 90 or 200 and Point of Sale Professional.

Sections in this ManualThe following table describes the chapters available in this manual.

Graphic ConventionsThe following icons are used throughout this manual to indicate different types of information.

Chapter Description

Chapter 2: Gift Card Processing Concepts

This chapter explains different concepts you need to know about using your Gift Card Processing application.

Chapter 3: Installing Gift Card Processing

This chapter details the installation procedures for Gift Card Processing.

Chapter 4: Navigating in Gift Card Processing

This chapter describes how to navigate in Gift Card Processing.

Chapter 5: Using the Setup Menu

This chapter teaches you how to set up options for your company and how to create and maintain standard gift card’s data.

Chapter 6: Using the Main Menu

This chapter details how to use the options available in the Main menu of the Gift Card Processing.

Chapter 7: Using the Reports Menu

This chapter contains instructions on how to print reports in Gift Card Processing.

Chapter 8: Integration with Sage MAS 90 or 200

This chapter contains suggestions on how to set up the Sage MAS 90 or 200 modules that integrate with Gift Card Processing.

Chapter 9: Using Gift Cards in Sage MAS 90 or 200

This chapter demonstrates how to use gift card payment types in Sage MAS 90 or 200.

Graphic Description

The Note symbol is followed by additional information about a topic.

Chapter 1: Introduction Gift Card Processing Manual Page 9

Chapter 1

INDEX

CONTENTS

BACK

Text ConventionsThe following table describes the text conventions used in this manual.

Getting Additional HelpThere are online manuals, online help, and technical support available for the Gift Card Processing enhancement.

Getting Additional Copies of the ManualYou can view the Gift Card Processing manual online or print the PDF file.

This manual is best viewed using the latest version of Adobe Reader. For best printing results, print to a PostScript printer.

Accessing the Manual

The Gift Card Processing manual is accessible through the Sage MAS 90 and 200 menu bar.

The Helpful Hint symbol is located in the left margin and contains additional information about an option.

The Warning symbol is followed by information to help you avoid costly mistakes.

Text Convention Explanation

Bold font Indicates GUI (Graphical User Interface) objects, such as a tab name, field name, list box name, options in a list, column name, check box, or radio button.

Indicates topics/categories to emphasize.

Italic font Indicates references to other manuals or chapters in this manual.

Indicates words to emphasize.

Sage Green, Underlined font

Indicates a link to a specific topic in the manual.

Blue, Underlined font Indicates a link to a specific URL (Uniform Resource Locator) - website address.

CAPITALIZED font Indicates: Important.

Graphic Description


Chapter 1

INDEX

CONTENTS

BACK

Open the Gift Card Processing Online Manual

1 From the Help menu on the Sage MAS 90 or 200 menu bar, select Enhancement Manuals. The Manuals list appears on the right side of the screen.

2 Click the Gift Card Processing link. The manual will appear in PDF format.

Manuals List

Online Manual


Chapter 1

INDEX

CONTENTS

BACK

Using the Gift Card Processing Online HelpThe Gift Card Processing module includes an extensive online help with the standard content online help and context-sensitive online help for fields and windows.

Accessing Online Help

• For field level context-sensitive help, move your cursor to the field, and press F1. A pop-up window appears with help for the field.

• For window level context-sensitive help, click the button on the window. The help screen for the window appears.

Support ServicesThere are several methods of support for your Gift Card Processing:

• Contact your Authorized Reseller or Consultant. If you do not have an Authorized Reseller or Consultant, access the Point of Sale Professional website.

• Refer to the Enhancement Data Definitions available in the Library Master Extensions module in the Utilities menu. This feature lists all the data fields available on each window of the Gift Card Processing.

For more information about HighTower’s fee-based customer support services, contact our Help Desk Department. Regular Help Desk hours are 9:00 A.M. to 5:00 P.M. Central Standard Time, Monday through Friday. You can reach our Help Desk Department in the following ways:

Online Help


Chapter 1

INDEX

CONTENTS

BACK

• Phone: 1.888.583.3000

• Fax: 1.847.674.0544

• E-mail: [email protected]

Related ManualsThere are several manuals you might have to refer to while using the Gift Card Processing. The following table lists the names of the manuals and locations where you can find them.

___________________________________________________________

This concludes Chapter 1: Introduction of the Gift Card Processing manual.

Manual Description and Location

Point of Sale Professional Manual

This manual provides the information necessary for setting up and operating your Point of Sale Professional module. This manual is available on the following website: http://www.hightowerinc.com/Downloads/hightower/documentation/?navSect=2&p_ID=137&enh=P2

Point of Sale Professional Hardware Configuration Manual

This manual contains instructions for configuring receipt printers, pole displays, bar code readers, credit card, and check processors to be used with Point of Sale Professional. This manual is available on the following website: http://www.hightowerinc.com/Downloads/hightower/documentation/?navSect=2&p_ID=137&enh=P2

PCCharge Manual This manual documents the PCCharge application by VeriFone. See the VeriFone website at http://www.verifone.com for more information.


http://www.hightowerinc.com/Downloads/hightower/documentation/?navSect=2&p_ID=137&enh=P2




http://www.verifone.com

Chapter 2

INDEX

CONTENTS

BACK

Gift Card Processing ConceptsChapter 2

Chapter 2: Gift Card Processing Concepts explains different concepts you need to know to use your Gift Card Processing efficiently. Understanding the concepts before proceeding helps you use the Gift Card Processing to best meet your needs.

Why Gift Cards?Electronic gift cards are the new electronic currency for making transactions at the point-of-sale (POS). Gift Cards are a winning combination for both financial institutions and their account holders. They offer convenient new capabilities that can serve the needs of all consumers without regard to their financial status.

What is Gift Card Numbering in Gift Card Processing?Gift Card numbers reflect how the cards were produced by the card manufacturer. The actual value of the unique number on each card is assigned to a certain dollar value that resides on the merchant’s system. The numbering can be sequential customer numbering, by order, encoded within barcode or magnetic stripe, etc.

What is Encoding in Gift Card Processing?Gift Card encoding reflects how the cards were encoded by the card manufacturer. The Gift Card numbers can be encoded into a magstripe, barcode, or simply printed as text on the card. Security PINs can be used as well.

What are Gift Card Functions in Gift Card Processing?Gift Card Processing tracks the initial sale, value redeemed, value added, and current balance of each card, as well as the transactional history.

What is a Cashier in Gift Card Processing?A person entering transactions at a register is referred to as a cashier instead of a salesperson. A cashier might be a salesperson.

What is a Cash Drawer in Gift Card Processing?A cash drawer represents a batch of transactions entered in Point of Sale Entry, not the actual cash drawer hardware.

What is a Location in Gift Card Processing?A location represents an actual store location. A store location is created and maintained in Location Maintenance in the Point of Sale Professional module.

SPECIAL NOTE: Prior to using Gift Card Processing, each user should have an understanding and a working knowledge of the Sage MAS 90 or 200 system and Point of Sale Professional module.

Page 14 Gift Card Processing Manual Chapter 2: Gift Card Processing Concepts

Chapter 2

INDEX

CONTENTS

BACK

What is a Register in Gift Card Processing?A register represents a terminal in a store location. The register number, derived from the Sage MAS 90 or 200 terminal ID, differentiates between registers. ___________________________________________________________

This concludes Chapter 2: Gift Card Processing Concepts of the Gift Card Processing manual.

Chapter 2: Gift Card Processing Concepts Gift Card Processing Manual Page 15

Chapter 3

INDEX

CONTENTS

BACK

Installing Gift Card ProcessingChapter 3

Chapter 3: Installing Gift Card Processing provides detailed installation instructions, and contains the steps to register the Gift Card Processing enhancement.

System RequirementsSage Software sets standard system requirements for workstations using Sage MAS 90 or 200. See the system requirements determined by Sage Software at http://www.sagesoftware.com/.

Pre-Installation InstructionsBefore installing the Gift Card Processing application, you should have Sage MAS 90 or 200 with Point of Sale Professional installed on your system.

• Verify that the Sage MAS 90 or 200 system is the correct version of MAS 90 or 200 that works in conjunction with the Gift Card Processing module.

• You may be required to upgrade your Sage MAS 90 or 200 system before installing Gift Card Processing. See the installation documentation provided by Sage Software for installation and upgrade instructions.

• Ensure all the necessary Sage MAS 90 or 200 modules are completely installed and configured. See the online documentation provided by Sage Software for full instructions.

• All data entry files must be updated or cleared BEFORE installing the Gift Card Processing module to avoid any data corruption.

For example, the following data files may become corrupted:

- General Ledger General Journal Entry

- General Ledger Recurring Journal Entry

- General Ledger Transaction Journal Entry

- Accounts Receivable Invoice Data Entry

- Accounts Receivable Cash Receipts Entry

- Bank Reconciliation Register

- Inventory Transaction Entry

- Inventory Management Physical Count Entry

- Sales Order Shipping Data Entry

Page 16 Gift Card Processing Manual Chapter 3: Installing Gift Card Processing

http://www.sagesoftware.com/

Chapter 3

INDEX

CONTENTS

BACK

- Sales Order Invoice Data Entry

• If upgrading a lower version of Point of Sale Professional, make sure all the Point of Sale Professional entry files have been updated or cleared BEFORE installing the latest version.

• All users should exit from Sage MAS 90 or 200 before installing the Gift Card Processing module.

• Ensure that a complete backup of the Sage MAS 90 or 200 system has been made and can be verified.

Installing Gift Card ProcessingThe installation process is made easy through the Setup Wizard, which guides you through the installation steps. Follow the wizard’s on-screen prompts to install your module.

Gift Card Processing Installation WizardThe Gift Card Processing Installation Wizard is designed to ease the initial configuration of the system. It can be started after all necessary pre-installation steps are completed. Follow the wizard’s on-screen prompts to install your module

Navigating in the Installation Wizard

The installation wizard does not store or modify any data before the final step; thus, it can be safely restarted. The Next button takes you to the subsequent step, the Back button can be used to jump back to previous steps in order to modify settings. You can click Cancel at any time to stop the wizard.

Complete the Gift Card Processing Install

Complete the following steps to install HighTower’s Gift Card Processing.

1 Close all programs.

Chapter 3: Installing Gift Card Processing Gift Card Processing Manual Page 17

Chapter 3

INDEX

CONTENTS

BACK

2 Launch your Gift Card Processing installation program. The Welcome window appears.

3 Click Next to begin the installation. The License Agreement window appears.

4 Click I Agree to accept the agreement. The destination location window appears.

Installation Wizard - Welcome Window

Installation Wizard - License Agreement Window


Chapter 3

INDEX

CONTENTS

BACK

5 Select the Sage Installation, and click Next. The Choose Components window appears.

6 Select the Library Master Extensions and Gift Card Expansion Pack options from the list of applications, and click Install. This may take a few minutes.

Installation Wizard - Destination Location Window

Installation Wizard - Enhancement Selection Window


Chapter 3

INDEX

CONTENTS

BACK

While installing the enhancements, the system displays the following messages.

When the installation is finalized, the Installation Complete window appears.

7 Click Next to continue. The final installation window appears.

Installation Wizard - Enhancement Installation Messages

Installation Wizard - Installation Complete Window


Chapter 3

INDEX

CONTENTS

BACK

8 Click Finish to complete the installation.

System StartupSystem Startup is an automatic procedure that must be performed once per company. This procedure is initiated when Gift Card Processing is accessed the first time for each company.

Before the Gift Card Processing application is accessed for the first time, you must set up the Gift Card Processing module in Sage MAS 90 or 200.

Setting Up Gift Card ProcessingPrior to accessing the Gift Card Processing module, you must ensure you activate the application and select the module in the Role Maintenance feature of the Sage MAS 90 or 200 Library Master module.

Using Role Maintenance

Use Role Maintenance to define and maintain functional roles and access to modules, tasks, data tables, and fields. Additionally, some module options can be allowed or restricted. You must give user rights to Gift Card Processing in the Role Maintenance feature of the Sage MAS 90 or 200 the Library Master module.

Installation Wizard - Finish Installation Window


Chapter 3

INDEX

CONTENTS

BACK

Select Gift Card Processing in Role Maintenance

1 From the Library Master module, select Main Role Maintenance from the menu. The Role Maintenance window appears.

2 Select a previously defined role in your Sage MAS 90 or 200 system.

3 Select the Gift Card Expansion Pack check box.

4 Click Accept.

For more information about defining roles, see the Library Master manual by Sage Software.

Gift Card Processing Enhancement RegistrationWhen you try to open the Gift Card Processing application for the first time, you will be prompted to register the enhancement.

You can install enhancements for a 45-days trial period. When you purchase an enhancement, you will receive a registration ID and key from your HighTower Sales representative, or you can access the key through the Internet. You register this enhancement through the Library Master Extensions module.

Using Library Master Extensions

The Library Master Extensions module (formerly called HighTower Library Master) is required by every HighTower module for the Sage MAS 90 and Sage MAS 200 system. The Enhancement Registration feature registers enhancements that you install. All enhancements require registration for complete access to all software features.

Role Maintenance Window


Chapter 3

INDEX

CONTENTS

BACK

Register the Gift Card Processing Module

1 From the Library Master Extensions module, select Main Enhancement Registration from the menu. The Enhancement Registration window appears.

2 Enter the registration key in the Registration Key field.

OR

Click the button to automatically populate the registration and product keys through Internet.

3 If you selected to register your enhancement via Internet, the following dialog appears.

4 Click Continue.

5 Enter the unlocking key in the Product Key field on the Enhancement Registration window.

6 Click Accept. The system will register the purchased enhancements.

See the Library Master Extensions manual for more information.

Defining the Gift Card Processing EnhancementThe System Startup occurs when you try to access the Gift Card Processing module for the first time. Before the application runs, you have to define all required data files.

Enhancement Registration Window

MAS 90 Warning Dialog


Chapter 3

INDEX

CONTENTS

BACK

Starting the Application

First, you have to run company maintenance. Then, you need to activate your module. Finally, when all data files are defined, you automatically advance to Gift Card Options (see page 34).

Using Company Maintenance

Gift Card Processing must be activated in the Company Maintenance feature of the Sage MAS 90 or 200 Library Master module.

Activate Gift Card Processing

1 From the Sage MAS 90 or 200 Modules tab, expand the Library Master menu option.

2 From the Library Master module, select Main Company Maintenance from the menu. The Company Maintenance window appears.

3 Select the company code for which the enhancement will be activated.

4 Click Activate. The Activate Module window appears.

Company Maintenance Window


Chapter 3

INDEX

CONTENTS

BACK

5 Select the Gift Card Expansion Pack check box, and click Proceed.

6 Repeat this process for each company code that will implement Gift Card Processing.

For more information about activating modules, see the Library Master manual by Sage Software.

Start Gift Card Processing for the First Time

1 From the Sage MAS 90 or 200 Modules menu (or Tasks tab), select Gift Card Processing.

2 Select any option from the Gift Card Processing menu. The application displays the Change Date window.

3 Click OK.

4 Select the Gift Card Options feature (see page 34) from the Setup menu and start configuring the Gift Card Processing enhancement.

Sage MAS 90 or 200 for SQL InstallationsAfter the installation or upgrade is completed on the Sage MAS 90 or 200 server, you must run a Client/Server Workstation Install on each workstation for each enhancement that has been installed or upgraded.

NOTE: You can change the date, but the application defaults to the current accounting date.

Activate Module Window

MAS 90 Change Accounting Date Window


Chapter 3

INDEX

CONTENTS

BACK

Client/Server Workstation Install

The Client/Server Workstation Install feature allows your company to install client/server versions of enhancements on your company’s server, as well as your local workstation.

Install an Enhancement on a Workstation

1 To run the Client Server Workstation Install, expand the Main menu of the Library Master Extensions module, and then click the Client/Server Workstation Install menu option to display the Client Server Workstation Installation window.

2 For each enhancement, there are three options that may be selected. Select Install (the optional Help and Manual options are not required).

3 After the options have been selected, click Proceed to install the selected options to the workstation.

See the Library Master Extensions Manual by HighTower for more information.

___________________________________________________________

This concludes Chapter 3: Installing Gift Card Processing of the Gift Card Processing manual.

Client Server Workstation Installation Window


Chapter 4

INDEX

CONTENTS

BACK

Navigating in Gift Card ProcessingChapter 4: Navigating in Gift Card Processing contains instructions on how to access specific features of the Gift Card Processing application. This chapter describes how to access windows in Gift Card Processing, use the menu bar, and use different action buttons available in the module.

Using the Modules TreeThe Gift Card Processing module displays the menu options on the Sage MAS 90 or 200 Tasks tab, which contains the "tree-like" view.

Gift Card Processing Tree ViewYou can access a window in the Gift Card Processing module through the tree-like view in the left pane or from the list in the right pane.

Opening a Gift Card Processing Window through the Modules Tree

a Click Gift Card Processing from the Tasks tab of the Sage MAS 90 or 200 Desktop. The module expands to display all the menu options available in the Gift Card Processing enhancement.

b Click the menu option you want to access. The names of the windows available in the menu appear on both the left and the right side of the Sage MAS 90 or 200 window.

c Click the name of the window to open. The system displays the selected window.

Sage MAS 90 Window

Chapter 4: Navigating in Gift Card Processing Gift Card Processing Manual Page 27

Chapter 4

INDEX

CONTENTS

BACK

Using the Menu BarThe Gift Card Processing menu bar is available through the Sage MAS 90 or 200 menu bar.

Gift Card Processing Menu BarYou can access the windows in the Gift Card Processing module through the menu bar.

Opening a Gift Card Processing Window through the Menu Bar

a From the Sage MAS 90 or 200 Modules menu, select Gift Card Processing.

b Expand the module, select and expand the menu option you need, and then select (click) the name of the window. The system displays the selected window.

Sage MAS 90 Menu Bar Gift Card Processing Menu Bar

Sage MAS 90 Modules Menu

Gift Card Processing Menu

Gift Card Processing Window

Page 28 Gift Card Processing Manual Chapter 4: Navigating in Gift Card Processing

Chapter 4

INDEX

CONTENTS

BACK

After opening the Gift Card Processing module, the Gift Card Processing menu appears on the right side of the menu bar. You can access additional Gift Card Processing windows using this menu bar.

Using Command Buttons and Keyboard Commands in Gift Card Processing

The Gift Card Processing module uses the standard Sage MAS 90 or 200 buttons to perform a specific activity. You can also use the keyboard to perform many of the same functions.

Gift Card Processing Buttons/Keyboard Commands TableThe following table describes each button and provides the keyboard variation of the button, when applicable.

Button Keyboard Description

TAB Advances you to the next field on a window.In a grid, moves focus from cell to cell. At the end of the row, moves the focus to the next row.

ENTER Advances you to the next required field on a window and allows you to save changes.

SPACEBAR Allows you to clear or select a check box or radio button.

BACKSPACE Deletes the information in a field.

ESC Closes the current window.In a grid, pressing the ESC key cancels a cell entry.

DELETE Deletes information from a field.

HOME Highlights the first item in a list box or Lookup window.In a grid, pressing the HOME key moves focus to the first cell of a row.

END Highlights the last item in a list box or Lookup window.In a grid, pressing the END key moves focus to the last cell of a row.

PAGE UP Highlights an item in the previous page of a list box or Lookup window.

PAGE DOWN Highlights an item in the next page of a list box or Lookup window.

Open Window from Gift Card Processing Menu Bar


Chapter 4

INDEX

CONTENTS

BACK

CTRL+HOME In a grid, moves focus to the first row in the same cell position.

CTRL+END In a grid, moves focus to the last row in the same cell position.

CTRL+ENTER In a grid, adds line feeds to comments.

CTRL+INSERT Inserts a line.

CTRL+DELETE Deletes the current line.

ARROW In a grid, pressing the ARROW keys moves focus from cell to cell.

F1 in a Field Displays the pop-up help for the current field.

F1 on a Window Displays the help for the entire window.

Saves the information you added or changed on a window

ALT+O Confirms the action for dialog boxes and line entries.

ALT+C Cancels any changes you entered on a window.

Removes the currently selected record from the Sage MAS 90 or 200 system

Prints a report, journal, or listing

Displays a preview of a report, journal, or listing before printing it.

On a Print window, allows to change the printing configurations for the report, journal, or listing.

Displays Help text for the window.

Allows you to print the information available on a window. This option may display a window where you can select the type of data to include in a printout.

Displays the Lookup window for the current field.

Browse buttons help you browse through existing records. This button displays the first record available.

Browse buttons help you browse through existing records. This button displays the previous record available.

Browse buttons help you browse through existing records. This button displays the next record available.


Page 30 Gift Card Processing Manual Chapter 4: Navigating in Gift Card Processing

Chapter 4

INDEX

CONTENTS

BACK

___________________________________________________________

This concludes Chapter 4: Navigating in Gift Card Processing of the Gift Card Processing manual.

Browse buttons help you browse through existing records. This button displays the last record available.

Opens the calendar.

Opens the calculator.



Chapter 5

INDEX

CONTENTS

BACK

Using the Setup MenuChapter 4

Chapter 5: Using the Setup Menu teaches you how to set up options for your company and how to create and maintain standard data used within the Gift Card Processing and Point of Sale Professional modules.

How to Use the Setup MenuThis chapter does not describe every procedure that can be completed on a Setup window. This chapter describes each option so you can set up your Gift Card Processing module quickly, and start using the application. Detailed instructions about changing information, deleting information, and printing from the Setup windows are available in the Gift Card Processing online help. The following instructions provide a quick overview of how to complete these procedures.

Gift Card Processing Setup MenuThe options available in the Setup menu allow your company to set up company-wide standards. You might not need to use every feature available in the Setup menu. Select only the options your company requires.

Implementing the Setup Menu Options

The Gift Card Processing Setup menu contains the features used to build and maintain files required for the operation of the Gift Card Processing module.

Open a Window from the Setup Menu

1 Click Gift Card Processing from the Sage MAS 90 or 200 Modules menu (or Tasks tab). The module expands to display all the menu options available in the Gift Card Processing application.

2 Click the Setup menu. The names of the windows available in the menu appear on the right side of the Sage MAS 90 or 200 window.

You can also click the Setup menu option on the Tasks tab or select Setup from the Gift Card Processing menu bar to display the list of available windows.

Windows Available in the Setup Menu

Page 32 Gift Card Processing Manual Chapter 5: Using the Setup Menu

Chapter 5

INDEX

CONTENTS

BACK

3 Click the name of the window to open. The system displays the selected window.

Add a Record

1 Enter the new record identifier (item code) in the first field on the window.

• The Gift Card Format (see page 35) window allows you to manually enter new information in the first field.

• The Gift Card Processing Options (see page 34) window sets the options for the entire module and DOES NOT have separate records.

2 Set the options your company requires from the fields available on the window. See the section in this chapter for detailed information about each option you can set.

3 Click Accept to save the changes.

Select an Item from a Lookup List

Many fields in the Setup menu feature a Lookup list. These lists allow you to select data for the field.

Click the button in the appropriate field to select an item from a Lookup window. Selecting from a sortable list places the item you selected in the field.

Change a Record

1 Click the button in the first field to select a record account from a Lookup window (or use the buttons to access the desired information). The system displays the record’s information on the window.

Open Window from the Setup Menu

Chapter 5: Using the Setup Menu Gift Card Processing Manual Page 33

Chapter 5

INDEX

CONTENTS

BACK

2 Review and edit the options your company requires in the fields available on the window. (See the respective section in this chapter for detailed information about each option you can set.)


Delete a Record

1 Click the button in the first field to select a record’s account from a Lookup window. The system displays the record’s information on the window.

2 Click the Delete button. The system displays a warning dialog.

3 Click the Yes button. The record is deleted.

4 Click the Accept button to save the changes.

Print a Setup Listing

You can print information from any of the windows available in the Setup menu by clicking the button. A listing window looks similar to the following.

See the Gift Card Processing online help for detailed information about each type of listing.

Gift Card OptionsYou can set up the Gift Card Processing module options right after installation and update the configuration whenever required by your business.

Gift Card Options WindowThe Gift Card Options window, a standard feature available in all Sage MAS 90 or 200 accounting software modules, allows each enhancement to be customized to meet a company's specific accounting requirements.

Using Gift Card Options

Using the Gift Card Options feature, you can tailor the Gift Card Processing module to suit your business needs.

Gift Card Format Listing Window


Chapter 5

INDEX

CONTENTS

BACK

Set the Standard Gift Card Options

1 From the Setup menu of the Gift Card Processing module, select Gift Card Options. The Gift Card Expansion Pack Options window appears.

2 Select the check box(es) for the appropriate option(s).

• Allow Manual Entry of Gift Card No. – Selecting this option allows cashiers to manually enter a gift card number.

If this option is NOT selected, regardless if a cashier is selling or redeeming a gift card, cashiers will be required to swipe gift cards.

• Allow Value to be added to Gift Card – Commonly referred to as "Reloading," this option allows customers to increase the balance on a gift card. This type of transaction can be viewed as a prepayment.

If this option is NOT selected, customers will only be able to use a gift card until the balance is retired.


Gift Card FormatA gift card format is used to indicate the formatting of the Gift Cards. Each Gift Card Format represents a single order received from a Gift Card vendor. When ordering gift cards, the formatting of the magnetic stripe and/or bar code will be decided upon before the gift cards are printed.

Gift Card Format WindowThe Gift Card Format window allows various formats to be created, so various gift cards can be accepted.

Using Gift Card Formats

For example, each store location may have an independent format. Conversely, the same format may be accepted at all store locations.

Gift Card Expansion Pack Options Window


Chapter 5

INDEX

CONTENTS

BACK

Create a Gift Card Format

1 From the Setup menu of the Gift Card Processing module, select Gift Card Format. The Gift Card Format window appears.

The Gift Card Format window consists of the following sections: General Information, Card Number, Encoding, Magnetic Stripe, and Sample. Enter or select the appropriate information in the fields available in each section of the window.

General Information

The General Information section contains the options reflecting the settings configured in Point of Sale Professional, as well as the card expiration parameters.

Encoding

Magnetic Stripe

Card Number

Gift Card Format Window

Sample

General Info

Gift Card Format Window - General Info Section


Chapter 5

INDEX

CONTENTS

BACK

2 Enter the format that is being created in the Format field.

• Click the button to access the Lookup window and select a specific item from the list of available items.

• Use the buttons to access the desired information. The system displays the record’s information on the window.

3 Enter the description of the format being created in the Description field.

4 Select the location that will use the format being created from the Location field. This option reads directly from Location Maintenance in Point of Sale Professional.

- Select All Locations if the gift card format may be redeemed at all store locations.

5 Enter the miscellaneous charge code in the Misc Charge field. This option dictates how the gift cards will be sold at the registers. This option reads directly from the Miscellaneous Item Maintenance files of Point of Sale Professional.


6 Enter a type of the payment in the Payment Type field. This option determines which payment type will be tied to this format to redeem gift cards.


See Chapter 9: Using Gift Cards in Sage MAS 90 or 200 (see page 60) for more information about Gift Card Payment types.

7 Enter the expiration date in the Expiration Date field. This option determines if any expiration date will be assigned to this specific Gift Card Format.

• Click the button to open an electronic calendar and select the desired date.

NOTE: A gift card payment type must be set up in Payment Type Maintenance of the Point of Sale Professional module, prior to selecting the payment type in Gift Card Format.

WARNING: This option CANNOT be used with the Expiration Days option.

NOTE: The Expiration Date will allow for the creation of coupons.


Chapter 5

INDEX

CONTENTS

BACK

If an expiration date is entered, after that calendar date has passed, the gift card will be considered expired. The customer will not be able to redeem the gift card.

8 Enter the number of days after which the gift card will expire once it is activated in the Expiration Days field.

• Click the button to open an electronic calculator and calculate the number of days for the card to expire.

Card Number

The Card Number section contains the options reflecting how the cards were produced by the card manufacturer.

9 Enter the length of the gift card number in the Length field.

• The minimum length of a gift card is six characters.

• The maximum length of a gift card is 19 characters.

10 Select the numbering option from the Numbering field.

The Numbering option indicates how the cards were produced by the card manufacturer. The cards can have a sequential or a random numbering scheme.

11 Enter the first card number of the numbering scheme in the Beginning field.

12 Enter the last card number of the numbering scheme in the Ending field.

NOTE: Some states have legislation that dictates if a gift card can expire or not. It is important to check local, state, and federal laws to determine if gift cards can expire.

WARNING: This option CANNOT be used with the Expiration Date option.

Gift Card Format Window - Card Number Section


Chapter 5

INDEX

CONTENTS

BACK

13 Select or clear the Allow Add Value check box.

• If the Allow Add Value option is selected on the Gift Card Processing Options window (see page 34), each gift card format will have the ability of "Allow Add Value." This option adds flexibility to each gift card format.

• If Allow Add Value is NOT selected on the Gift Card Processing Options window (see page 34), this option is disabled.

14 Select or clear the Allow Manual Entry check box.

• If the Allow Manual Entry option is selected on the Gift Card Processing Options window (see page 34), each gift card format will have the ability of "Allow Manual Entry." This option adds flexibility to each gift card format.

• If Allow Manual Entry is NOT selected on the Gift Card Processing Options window (see page 34), this option is disabled.

15 Select or clear the Require PIN check box. Selecting this option enables the PIN Length field.

If selected, this option will require the cashier to manually enter a personal identification (PIN), or security code, generally located on the back of the gift card. The PIN is similar to the card verification code (CVC) on the back of a credit card.

16 Select the appropriate number from the PIN Length field.

The PIN Length option is determined by the number of digits in the PIN printed on the gift cards.

Encoding

The Encoding section contains the options that reflect how the cards were encoded by the card manufacturer.

Gift Card Format Window - Encoding Section


Chapter 5

INDEX

CONTENTS

BACK

17 Select how the cards were produced by the card manufacturer from the Medium field.

• Magnetic Stripe – The gift card information is encoded in a magnetic stripe on the back of the gift card.

- If Magnetic Stripe is selected, the card number will be preceded with a "%" sign when swiped.

- If Track 2 is selected, then the card number will be preceded with a ";" sign when swiped, instead of a "%" sign.

• Barcode – The gift card information is in a barcode format that will be scanned into system.

• Text – The gift card information is in a text format. When using the text option, the Allow Manual Entry option is selected automatically.

18 Enter additional information that is present before the card number in the Prefix field.

19 Enter additional information that is present after the card number in the Suffix field.

The following fields are only available if the Magnetic Stripe option is selected in the Medium field.

20 Select the track number from the Track Number field. The Track Number is used to indicate with which track number (1, 2, or 3) the card number is encoded.

HINT: For all card types (magnetic stripe, barcode, and text), it is possible to set up the data encoded/printed on the card to contain extra information, in addition to the card number.

For example, you might want the data on the card to start with "GC", so it is easily recognized as a gift card, but the system only allows numeric card numbers. This can be done by setting the prefix and/or suffix fields. The system will look for data that starts with the prefix and ends with the suffix, and then will take the data between as the card number.

HINT: For magnetic stripe cards, data can be encoded into three different tracks on the card. Track 1 can contain letters and numbers, whereas Track 2 and Track 3 can only contain numbers. In addition, the data on each track can be divided into multiple fields. To decode the data from a swiped card, the system needs to know which track to search for the card number, and which field within the track data contains the card number. This is done by setting the Track Number and Field Number options.


Chapter 5

INDEX

CONTENTS

BACK

21 Select the field number from the Field Number field. The Field Number is used to indicate which field within the track data is used for encoding the card number.

Magnetic Stripe

The Magnetic Stripe section allows any extra information in the magnetic stripe encoding to be validated when using a gift card.

The following fields are only available if the Magnetic Stripe option is selected in the Medium field.

22 Enter additional data to be encoded into the following fields:

• Additional Info - Field 2



23 View the image of a gift card number in the Sample field. This field is for display purposes only.

The Sample field illustrates what a gift card swipe would look like in Notepad, with the current settings. Changing the settings on the Gift Card Format window will change the sample field accordingly. This field is only available if the Magnetic Stripe option is selected in the Medium field.


Sample Gift Card Numbers

The following is a series of Gift Card Numbers that use the described format.

1)%B1000010024^^MCC?

HINT: A Business may wish to encode specific information into other fields in the track data. This can be done by setting the Additional Info options.

For example, a business wants to encode its name into the data on a magnetic stripe. Since the name consists of letters, they choose Track 1 for the data. They then choose Field 1 for the card number. After that, they have the ability to put the name into fields 2, 3 or 4. If they chose Field 2 for the card number, they could put the name into fields 1, 3 or 4.

Gift Card Format Window - Magnetic Stripe Section

Gift Card Format Window - Sample Section


Chapter 5

INDEX

CONTENTS

BACK

2)%B1000010036^^MCC?

3)%B1000010045^^MCC?

4)%B1000010057^^MCC?

HINT: You can use the above gift card numbers for demonstration purposes by copying and pasting them into a text document. Ensure there is a hard return to the next line.


Chapter 5

INDEX

CONTENTS

BACK

Deleting a Gift Card Format

Once a gift card from a format has been activated, the Gift Card Format CANNOT be deleted. If attempting to delete an activated Gift Card Format, the user will receive a warning message indicating that gift cards exist for the format.

Delete a Gift Card Format That Is Not Activated

1 Click the button in the Format field of the Gift Card Format window to select a gift card format that has not been activated from a Lookup list. The system displays the record’s information on the window.

2 Click Delete. The system displays a warning dialog.

3 Click Yes at the dialog. The format is deleted.

___________________________________________________________

This concludes Chapter 5: Using the Setup Menu of the Gift Card Processing manual.

Sage MAS 90 Informational Dialog


Chapter 6

INDEX

CONTENTS

BACK

Using the Main MenuChapter 5

Chapter 6: Using the Main Menu demonstrates how to use the options available in the Main menu of the Gift Card Processing enhancement.

How to Use the Main MenuThis chapter does not describe every procedure that can be completed on a Main window. For example, this chapter does not include detailed instructions on how to print from a window available in the Main menu. Detailed instructions about changing, deleting, or printing the information are available in the Gift Card Processing online help.

Gift Card Processing Main MenuThe option available in the Main menu allows your company to view transactions for a gift card.

Implementing the Main Menu Options

You can use the Main menu options to view transactions for a gift card.

Open a Window from the Main Menu

1 Click Gift Card Processing from the Sage MAS 90 or 200 Modules menu or Tasks tab. The module expands to display all the menu options available in the Gift Card Processing application.

2 Click the Main menu. The names of the windows available in the menu appear in the tree view on the left pane and on the right side of the Sage MAS 90 or 200 window.

You can also click the Main menu option on the Tasks tab or select Main from the Gift Card Processing menu bar to display the list of available windows.

Windows Available in the Main Menu

Page 44 Gift Card Processing Manual Chapter 6: Using the Main Menu

Chapter 6

INDEX

CONTENTS

BACK


Print from a Main Window

You can print information from a window available in the Main menu by clicking the button. A report window looks similar to the following.

This window provides a listing of the options set or the records available. See the Gift Card Processing online help for detailed information about each type of report.

Gift Card InquiryUse the Gift Card Inquiry window to view transactions for a gift card. This feature allows cashiers to view both current and updated transactions.

Gift Card Inquiry WindowAfter the gift card number is entered, the inquiry window displays detailed information, specific to that gift card. The Gift Card Inquiry window is a view-only screen.

Open Window from the Main Menu

Gift Card Format Listing Window

Chapter 6: Using the Main Menu Gift Card Processing Manual Page 45

Chapter 6

INDEX

CONTENTS

BACK

Using Gift Card Inquiry

Managers and customer service representatives can use the Gift Card Inquiry feature to view all transactions.

View the Gift Card Inquiry Information

1 From the Main menu of the Gift Card Processing module, select Gift Card Inquiry. The Gift Card Inquiry window appears.

2 Enter the gift card number in the Gift Card Number field. The system displays the record’s information on the window. This window is view-only.

The Gift Card Inquiry window consists of the following sections: General Information, Totals, and Transaction Details.

Gift Card inquiry Window

Transaction

General InfoTotals

Details



Chapter 6

INDEX

CONTENTS

BACK

• The General Information section contains the options that reflect the settings configured on the Gift Card Expansion Pack Options window (see page 34) and in Point of Sale Professional. The Gift Card Inquiry displays information about the gift card including the Format Code, Misc Charge code, and Payment Type.

• The Totals section contains the following information:

- The Value Added field includes any values that were added to the gift card total or reloaded.

- The Value Redeemed field displays the total of all the transactions that were paid for with the gift card.

- The Current Balance field displays the total balance remaining on the card.

• The Transaction Detail section lists all current and updated transactions for which a specific gift card has been used. The transaction details list box displays the Transaction number, the transaction Date, the Action, and the Amount of the transaction.

- Notice that both the initial purchase and a reload display as a value added action.

- All transactions, which used the gift card as a payment, display as a redeemed action.

If a gift card is entered in the Gift Card Number field, and the card has yet to be activated or sold, the ’non-active message’ appears.

3 Click OK at the dialog to continue.

4 Click OK on the Gift Card Inquiry window when finished.

Gift Card Transaction Detail

The print option available on the Gift Card Inquiry window allows a cashier or manager to print out a transaction detail of a gift card.

NOTE: The Gift Card Inquiry window DOES read the Allow Manual Entry option from the Gift Card Format window (see page 35). Therefore, if a gift card belongs to a format that does not allow manual entry, the gift card must be swiped in the Gift Card Number field in Gift Card Inquiry.

Sage MAS 90 Warning Dialog

Chapter 6: Using the Main Menu Gift Card Processing Manual Page 47

Chapter 6

INDEX

CONTENTS

BACK

Print a Gift Card Transaction Receipt

1 Click the button on the Gift Card Inquiry window. The Gift Card Receipt window appears.

This window allows you to print or preview the Gift Card Receipt, as well as to change the printer.

2 The default printer name appears in the lower-left corner of the window. Change the printer, if needed.

3 Select the appropriate printing options.

• Click Setup to launch a standard print setup dialog.

• Click Preview to print preview the listing.

• Click Print. The listing prints.

A receipt type printout looks similar to the following.

The printout contains useful information, specific to the gift card. The information included on the printout is: the card number, activation date, amount added, amount redeemed, and the balance. All transactions are listed under the Totals section of the Gift Card Inquiry window (see page 46).

___________________________________________________________

This concludes Chapter 6: Using the Main Menu of the Gift Card Processing manual.

Gift Card Receipt Window

Gift Card Receipt - Printout


Chapter 7

INDEX

CONTENTS

BACK

Using the Reports MenuChapter 6

Chapter 7: Using the Reports Menu contains instructions on how to print reports based on the information available in the Gift Card Processing Enhancement.

How to Use the Reports MenuThis module provides the informative report that helps you analyze gift card transactions.

Gift Card Processing Reports MenuThe option available in the Reports menu allows your company to view transactions for a gift card.

Implementing the Reports Menu Options

You can select the type of data to include in a report and determine how to sort the report.

Open a Window from the Reports Menu

1 Click Gift Card Processing from the Sage MAS 90 or 200 Modules menu or Tasks tab.The module expands to display all the menu options available in the Gift Card Processing application.

2 Click the Reports menu. The names of the windows available in the menu appear on the right side of the Sage MAS 90 or 200 window.

You can also click the Reports menu option on the Tasks tab or select Reports from the Gift Card Processing menu bar to display the list of available windows.

Windows Available in the Reports Menu

Chapter 7: Using the Reports Menu Gift Card Processing Manual Page 49

Chapter 7

INDEX

CONTENTS

BACK


Select an Item from a Lookup List

Many fields in the Reports menu feature a Lookup list. These lists allow you to select data for the field.

Click the button in the appropriate field to select an item from a Lookup window. Selecting from a sortable list places the item you selected in the field.

Gift Card ReportUse the Gift Card Report option to obtain an audit trail of all transactions.

Using the Gift Card ReportPrint the Gift Card Report to view all gift card transactions. The Gift Card Report displays the transaction number, the respective codes (format, miscellaneous charge, activation), the card status and expiration date, as well as values added or redeemed.

Printing a Gift Card Report

The following steps teach you how to select the information from the common fields on the Gift Card Report window. The selected information will display on the printed report.

Open Window from the Main Menu

Page 50 Gift Card Processing Manual Chapter 7: Using the Reports Menu

Chapter 7

INDEX

CONTENTS

BACK

Define the Report Setting Options

1 Select the Gift Card Report option from the Reports menu of the Gift Card Processing module. The Gift Card Report window appears.

2 Click the button next to the Report Setting field to launch a Report Setting List window. Use that Lookup window to select the Report Setting you want to use. (Our example uses Standard.)

3 Type or edit the text in the Description field, if necessary.

Select the appropriate settings for the report in the Setting Options area.

4 Click the arrow in the Type field to choose from a list of available options. You can select Public or Others.

5 Select the check box ( ) next to the Default Report option to set this report as a default.

Clear this check box to set this report to non-default status.

6 Select the check box next to the Print Report Settings option to print the settings criteria on the Gift Card Report along with report data.

Clear this check box to ignore report settings when printing report data.

7 Select the check box next to the Three Hole Punch option to offset print output to accommodate standard, three-hole punch paper.

Clear this check box for no three-hole punch offset.

Sort Report By

General Info

Options

Setting Options

Gift Card Report Window - Main Tab

Printing Options

Tabs


Chapter 7

INDEX

CONTENTS

BACK

8 Type the number of copies you want to produce in the Number of Copies field.

OR

Use the spin buttons ( ) to increment (up arrow) or decrement (down arrow) to the number of copies you want.

9 Select the check box next to the Collated option to collate the copies of the report (that is, sort them in sets).

Clear this check box to output copies of the report unsorted.

Set the Report Detail Options on the Main Tab

10 Select how the report will be sorted from the Sort Report By field. The options include Gift Card Number and Format Code.

11 Select the information to include on the printed report in the Options section:

• Select Include Inactive Cards to print all cards that are inactive.

• Select Include Expired Cards to print all cards that are expired.

• Select Print Transaction Detail to print all transactions for each gift card.

Identify the Report Sorting Options on the Select Tab

12 Choose the desired item from the Select Field column. Options include:

Gift Card NumberItem Number Format Code Activation Date

13 Click the arrow in the Operand column and select the search equation for sorting criteria you want from the drop-down list. Options include:

NOTE: Setting this field to any number beyond 1 activates the Collated field.

Operand Description

Begins With Returns any record whose field value begins with the filter value specified in this row.

Ends With Returns any record whose field value ends with the filter value specified in this row.

Contains Returns any record whose field value contains the filter value specified in this row.


Chapter 7

INDEX

CONTENTS

BACK

14 Depending on the choice you make in the Operand column, click the button in either or both Value columns, and then select values for the sort function.

Multiple values for the selected operands can be entered using a comma to enlarge the selection criteria. You can also use alternate separators (other than the reserved comma) to separate multiple selection values. The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) - = [ ] \ ; " / _ + { } | : < > ?

15 After all the options have been selected, choose if you want to view, print, or save the Gift Card Report.

Configure the Report Printing Options

16 Click the arrow in the Printer field to get a list of output devices available. Choose the option you want from that list.

Less Than Returns any record where the field value is less than the filter value specified in this row. Specifically, fieldValue < filterValue.

Greater Than Returns any record where the field value is greater than the filter value specified in this row. Specifically, fieldValue > filterValue.

Range Returns any record where the field value is in between the specified filter value. Specifically: filterValue1 < fieldValue AND fieldValue > filterValue2.

Equal To Returns any record where the field value exactly equals the filter value.

All For display in filter preview only, has no effect on filter results.

Operand Description

Report Window - Printer Box


Chapter 7

INDEX

CONTENTS

BACK

The following output methods are available:

• Deferred – to save forms to your hard drive for printing at a future time using Deferred Printing.

• Export/E-mail – to export to a file type, such as PDF or Excel. The file can then be saved to your hard drive or e-mailed.

• Data Only Export – to export only the data portion of the report (excluding header information) to a file type, such as PDF or Excel. This option is available only if the report or listing contains header information.

• Office Merge – to export data to a Microsoft Word or Excel template. Office Merge is available only if Custom Office is registered.

17 Click Setup to launch a Printer Setup dialog box. Use that dialog box to configure your output device.

18 Click the button at the top right corner of the window to save the settings you have selected for this report.

OR

Click the arrow to see a list of choices.

These choices include:

• Save: Saves the report with the settings you have selected.

• Save As: Saves the report with the settings you have selected to a new report name.

• Delete: Deletes the report.

• Designer: Opens the Crystal Reports window, so you can make the appropriate changes using the Crystal Reports Designer.

19 Click Preview to see the report as it will appear when you output it.

20 Click Print to output the report.


Chapter 7

INDEX

CONTENTS

BACK

The Gift Card Report displays the transaction number, the format code, Gift Card Miscellaneous Charge Code, Card Status, Activation Code, Expiration Date, Value Added, Value Redeemed, and Current Balance.

___________________________________________________________

This concludes Chapter 7: Using the Reports Menu of the Gift Card Processing manual.

Gift Card Report


Chapter 8

INDEX

CONTENTS

BACK

Integration with Sage MAS 90 or 200Chapter 7

Chapter 8: Integration with Sage MAS 90 or 200 contains some suggestions on how to set up the Sage MAS 90 or 200 modules that integrate with the Gift Card Expansion Pack enhancement.

Gift Card Expansion Pack integrates with the following modules: Point of Sale Professional.

The following chapter discusses some basic concepts and setup instructions on how the modules could be set up, so that gift cards will function.

Point of Sale ProfessionalWhen creating a Gift Card Format (see page 35), Gift Card Processing has the ability to read directly from the Miscellaneous Item Maintenance file. Therefore, a Gift Card Format can tie directly to a specific miscellaneous item, as shown in the Miscellaneous Item Maintenance section (see page 56).

Configuring Point of Sale ProfessionalThe Point of Sale Professional Module must be configured to receive Gift Card payment type. Follow the instructions in the Payment Type Maintenance (see page 57) and Register Maintenance (see page 58) sections to ensure that gift cards can be accepted as a payment type in Point of Sale Entry.

For detailed information, see the respective sections in the Point of Sale Professional manual.

Miscellaneous Item Maintenance

The following is an example of a Gift Card miscellaneous item. You have the ability to set the default price of the gift card being sold on the Miscellaneous Item Maintenance window in the Setup menu of Point of Sale Professional. Therefore, when selling the example item, the price to the retail customer will be $20 dollars.

Set Up Gift Card in Miscellaneous Item Maintenance

1 Go to Misc Charge Code Maintenance in the Setup menu of Point of Sale Professional.

If the Sales Order module is integrated with Point of Sale Professional, the Miscellaneous Item Maintenance window appears.

NOTE 1: At this time, Gift Cards CANNOT be redeemed on Order type transactions in Point of Sale Entry.

NOTE 2:Gift Cards CANNOT be redeemed as a Deposit on standard Sales Orders or Sales Order Invoices.

Page 56 Gift Card Processing Manual Chapter 8: Integration with Sage MAS 90 or 200

Chapter 8

INDEX

CONTENTS

BACK

2 Select Gift Card from the Item Code field.

3 Enter the description of the gift card item in the Description field.

4 Enter the default value of the Gift Card item in the Standard Unit Price field. When selling an item, the price to the retail customer will tie directly to the specified item.

5 Edit/review information in the rest of the fields on the Miscellaneous Item Maintenance window.


Payment Type Maintenance

A Gift Card payment type must be created in Payment Type Maintenance in the Setup menu of Point of Sale Professional to accept gift card payment types.

A new Gift Card payment type has been added to drop-down list in the Type field. When creating a gift card payment type, this option should be selected. When this option is selected, the Include in Location Bank Deposit option becomes disabled.

HINT: If you are planning to sell multiple values of gift cards, (for example a $20.00 gift card, a $50.00 gift card, and a $100.00 card,) a separate miscellaneous item should be created for each card value.

Point of Sale Professional - Miscellaneous Item Maintenance Window

Chapter 8: Integration with Sage MAS 90 or 200 Gift Card Processing Manual Page 57

Chapter 8

INDEX

CONTENTS

BACK

Create a Gift Card Payment in Payment Type Maintenance

1 Go to Payment Type Maintenance in the Setup menu of Point of Sale Professional.

2 Select the Gift Card option from the Payment Type field.

3 Select the Gift Card payment type in the Type field. The Include in Location Bank Deposit option becomes disabled.

4 Enter/review the pertinent information in the rest of the fields.

It may be best to create new General Ledger Accounts for tracking purposes in the P/2 Asset Account, Over/Short Account, and A/R Asset Account fields, if applicable.

5 Click Accept to save the change.

For detailed information, see the respective sections in the Point of Sale Professional manual.

Register Maintenance

Once a new Gift Card Payment Type has been created, each register should be checked to ensure that the Gift Card payment types are not filtered.

Point of Sale Professional - Payment Type Maintenance Window

Page 58 Gift Card Processing Manual Chapter 8: Integration with Sage MAS 90 or 200

Chapter 8

INDEX

CONTENTS

BACK

Verify Gift Card Payment in Register Maintenance

1 Go to Register Maintenance in the Setup menu of Point of Sale Professional.

2 Click the Filter Payment Type ( ) button to the right of the Payment Type field to access the Payment Type Filter window.

If any payment types are filtered, it will be indicated by a red arrow on the Filter Payment Types ( ) button.

3 New payment types must be added to the Selected Payment Types filter, as shown on the following picture.

4 Add the new payment type, Gift Cards, to the Selected Payment Types pane on the Payment Type Filter window, and click OK when finished.

5 Verify the Gift Cards payment types is not filtered.

___________________________________________________________

This concludes Chapter 8: Integration with Sage MAS 90 or 200 of the Gift Card Processing manual.

Point of Sale Professional - Register Maintenance Window

Point of Sale Professional - Payment Type Filter Window

Chapter 8: Integration with Sage MAS 90 or 200 Gift Card Processing Manual Page 59

Chapter 9

INDEX

CONTENTS

BACK

Using Gift Cards in Sage MAS 90 or 200Chapter 8

Chapter 9: Using the Gift Cards in Sage MAS 90 or 200 demonstrates how to use gift card payment types in the Sage MAS 90 or 200 modules.

Point of Sale Professional Gift Card FunctionsThere are many gift card functions that cashiers can perform from the Point of Sale Professional module.

• Sell a Gift Card (see page 60)

• Redeem a Gift Card (see page 62)

• Reload a Gift Card (see page 64)

• Check the Balance of a Gift Card (see page 66)

Selling a Gift CardMany cards have no value until they are sold. At this time the cashier enters the amount, which the customer wishes to put on the card.

How to Sell a Gift Card

A cashier is able to sell a gift card from the Point of Sale Entry screen within the Point of Sale Professional module.

NOTE: At this time, gift card payment types can only be used in the Point of Sale Professional module.

NOTE: The following examples use the gift card numbers from page 41. The examples use the swipe function.

Page 60 Gift Card Processing Manual Chapter 9: Using Gift Cards

Chapter 9

INDEX

CONTENTS

BACK

Complete a Gift Card Sale Transaction

1 From the Point of Sale Entry window, start a Sale type transaction.

2 When in the Item field, swipe the gift card that is being purchased by the retail customer.

When a gift card is swiped in the Item field, if the card number is in the range of a Gift Card Format (see page 35), the Gift Card Purchase window appears.

The Gift Card Purchase window displays the information in the following fields:

• Gift Card (number)

• Format

• Prior Balance

• Value to Add

3 The Value to Add field is the only field that can be modified. Change the amount in the field, if necessary. The remaining fields are for display purposes only.

Point of Sale Entry Window

Gift Card Purchase Window

Chapter 9: Using Gift Cards Gift Card Processing Manual Page 61

Chapter 9

INDEX

CONTENTS

BACK

The Value to Add field represents the value of the card being sold. The initial value is pulled directly from the Price field of the Inventory Item selected on the Point of Sale Entry window. The amount of the Value to Add field will be added to the Balance Due field on the Point of Sale Entry window.

4 Clicking Accept on the Gift Card Purchase window will take you back to the Point of Sale Entry window.

After a gift card has been swiped on a transaction, it becomes active, and the cash drawer does not need to be updated. Once active, the gift card can be viewed in Gift Card Inquiry, displayed on the Gift Card Report, and redeemed at a register.

Redeeming a Gift CardAfter gift cards have been sold to individuals, their value can be redeemed.

How to Redeem a Gift Card

A retail customer is able to redeem a gift card from the Point of Sale Entry screen within the Point of Sale Professional module.

Complete a Gift Card Redemption Transaction


2 Enter a couple of items in the Item field.



Chapter 9

INDEX

CONTENTS

BACK

3 When in the Payment field, swipe an active card.

When a gift card is swiped in the Payment field, if the card number has been activated, the Gift Card Payments window appears.

The Gift Card Payments window displays the information in the following fields:


• Format

• Value Added

• Value Redeemed

• Current Balance

• Amount Due (current)

• Redeem Amount

4 The Redeem Amount is the only field that can be modified. Change the amount in the field, if necessary. The remaining fields are for display purposes only.


Gift Card Payments Window


Chapter 9

INDEX

CONTENTS

BACK

The Redeem Amount field represents the amount of the card being used to pay for the current transaction. The initial redeem amount is pulled directly from the Balance Due field of Point of Sale Entry. The Redeem Amount CANNOT exceed the Balance Due.

If the redeem amount is modified and is a higher value than the balance due, then the cashier will receive the following warning message.

5 Click OK to continue.

6 Clicking Accept on the Gift Card Payments window will take you back to the Point of Sale Entry window.

Once the balance due is zero, the transaction may be accepted and another transaction can be started.

Reloading a Gift CardA retail customer is able to reload, or add value to, a gift card from the Point of Sale Entry screen.

NOTE: At this time, the Gift Card Processing does NOT allow cash to be given back to retail customers.

Sage MAS 90 Warning Dialog



Chapter 9

INDEX

CONTENTS

BACK

How to Reload a Gift Card

The process to reload a gift card is similar to that of a gift card sale (see page 60). This functionality is only available if the Allow to Add Value option is selected in Gift Card Format (see page 35).

Complete a Gift Card Reloading Process


2 When in the Item field, swipe the gift card that is being reloaded.

When a gift card is swiped in the Item field, if the card number is in the range of a Gift Card Format (see page 35), the Gift Card Purchase window appears.

The Gift Card Purchase window displays the information in the following fields:


• Format

• Prior Balance

• Value to Add


Gift Card Purchase Window


Chapter 9

INDEX

CONTENTS

BACK

3 The Value to Add field is the only field that can be modified. Change the amount in the field, if necessary. The remaining fields are for display purposes only. (See page 62 for detailed information.)

4 Clicking Accept on the Gift Card Purchase window will take you back to the Point of Sale Entry window..

Once a gift card balance has been increased, the balance becomes immediately available, and the cash drawer does not need to be updated.

Checking the Balance of a Gift CardA retail customer is able to check a gift card balance from Point of Sale Entry.



Chapter 9

INDEX

CONTENTS

BACK

How to Check a Gift Card Balance

The Gift Card Inquiry button ( ) has been added to the Point of Sale Entry window, so that cashiers can check gift card balances from Point of Sale Entry. This functionality can be very useful, as cashiers do not have to leave Point of Sale Entry to perform this action.

View the Balance on a Gift Card

1 From the Point of Sale Entry window, click the button.

OR

Press the ALT+G keys on your keyboard.

The Gift Card Inquiry window appears.


Transaction

General InfoTotals


Details


Chapter 9

INDEX

CONTENTS

BACK

2 Use the Gift Card Inquiry window (see page 45) to view transactions for a gift card. This feature allows cashiers to view both current and updated transactions.

The button on the Gift Card Inquiry window allows a cashier or manager to print out a transaction detail of a gift card (see page 48).

After the gift card number is entered, the inquiry screen displays detailed information.

• The General Information section displays gift card specific information, including the Format Code, Misc Charge code, and Payment Type.

• The Totals section displays the total "monetary" amounts information.

- The Value Added to the card field includes any values that were added or reloaded.

- The Value Redeemed field displays the total of all the transactions that used this specific gift card as a payment.

- The Current Balance field displays the total balance remaining on the card.

• The Transaction Details section lists all current and updated transactions for which a specific gift card has been used. The transaction details list box displays the Transaction number, the transaction Date, the Action, and the Amount of the transaction.

___________________________________________________________

This concludes the Gift Card Processing manual.

NOTE: Notice that both the initial purchase and a reload display as a value added action. All transactions that used the gift card as a payment display as a redeemed action.


A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z

CONTENTS

BACK

AActivating

Gift Card Processing 24Allow Manual Entry of Gift Card No. 35Allow Value to be added to Gift Card 35

CCash Drawers

Definition 14Cashiers

Definition 14

GGift Card Expansion Pack Options

Setting 34Gift Card Format 35Gift Card Functions

Checking the Balance of a Gift Card 66Redeeming a Gift Card 62Reloading a Gift Card 64Selling a Gift Card 60

Gift Card Inquiry 45Receipt Printing 48Viewing 46

Gift Card OptionsGift Card Expansion Pack Options 34Setting 35

Gift Card ProcessingActivation 24Benefits 4Concepts 14Description 8Installing 17Keyboard Commands and Buttons 29Menu Bar 28Module Tree View 27Registration 22Setup

in Role Maintenance 22Setup Wizard

Description 17Using 17

System Setup 21Gift Card Report 50

Main Tab 52Printing 50Select Tab 52

Gift Card Transaction DetailPrinting 47

HHelp 10

Context-Sensitive 12HighTower 8

Support Services 12How to

Index Gift Card Processin

IndexCheck a Gift Card Balance 67Redeem a Gift Card 62Reload a Gift Card 65Sell a Gift Card 60Use the Main Menu 44Use the Reports Menu 49Use the Setup Menu 32

IInstallation

Client/Server Workstation Install 26for MAS 200 or MAS 200

for SQL 25Patch Installation System 8

InstallingGift Card Processing 17

Integration with Sage MAS 90 or 200 56Introduction 8

KKeyboard Commands and Buttons

in Gift Card Processing 29

LLocation

Definition 14

MMain Menu 44Manual

Graphic Conventions 9Online 10Sections In 9Text Conventions 10

MAS 90 or MAS 200 for SQLInstallation 25

NNavigating in Gift Card Processing 27

PPatch Installation 8Point of Sale Professional 56

Gift Card Functions 60Miscellaneous Item Maintenance 56Payment Type Maintenance 57Register Maintenance 58

Pre-installation Instructions 16Printing

Gift Card Report 50Gift Card Transaction Receipt 48

RRegistration

g Manual Page 69

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z

CONTENTS

BACK

Gift Card Processing 22Reports Menu 49Role Maintenance

Setting Gift Card Processing 21

SSage Software 8Setup Menu 32Setup Wizard

Gift Card Processing 17Support 10

HighTower Support Services 12System Requirements 16System Setup

Gift Card Processing 21System Startup

Gift Card Processing 21

TTechnical Support 10

UUsing

Gift Cards 60Main Menu 44Reports Menu 49Setup Menu 32

Wwww.sagesoftware.com 16www.verifone.com 13

Page 70 Gift Card Processing M

Index

anual Index

Documents

Welcome to the Gift Card Processing Version 4.30 Manual