How To: Gift Certificates: Selling a Gift Certificate using GIFT (Method A)

Overview

This tutorial describes how to sell a Gift Certificate using Method A, as described in the Gift Certificates Introduction.

Video

Step-by-Step

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1. Select ‘RA – Payment on A/R Account’ from the ‘Type of Sale’ drop-down menu and press the Enter key on your keyboard. The Receive on Account window opens.

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2. Enter “GIFT” in the A/R Account # field.

3. In the ‘Salesperson #’ field, enter the Salesperson selling the gift certificate.
• If the Salesperson Number was already entered on the header block, it automatically appears here.

4. If desired, enter an Invoice Reference # for the transaction.
• If an entry is not made in this field, the transaction number plus the sold at branch (e.g. AA0AAA001) is used as the Invoice Number in A/R.
• If an invoice number is entered, the transaction number plus the sold at branch appears in the ‘CrossRef’ field in A/R.

5. Click OK.

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6. The information from the ‘GIFT’ A/R account appears on the Customer tab.

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7. Enter the customer number of the person purchasing the gift certificate in the ‘BillTo #’ field.
• If the number you enter does not exist in the system, the Customer Master Maintenance window opens, allowing you to enter the information for the new customer.

8. When you are finished entering customer information, click Done.

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9. The Tender Entry window opens. Select a payment type for the gift certificate.

10. In the ‘Amount’ field, enter the amount of the gift certificate.
• You can split payment for the gift certificate among multiple payment types if necessary.

11. Enter the required information for the payment type. In the above example, the payment is being made with the customer’s credit card. The card type, last 4 digits of the credit card and the authorization number must be entered.

12. Click Accept and the payment appears on the right side of the window.

13. When you are finished entering all payment information, click Done.

14. Depending on how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
• The invoice is automatically printed
• Invoice print is automatically skipped
• You can choose to print or not print the invoice

15. When the ticket is updated through Sales Transactions Update, the system creates a A/R Credit Memo account for this gift certificate using an asterisk (*) followed by the transaction number as the account number. In this example, the Credit Memo account number would be ‘*AA0GZU’.