Shes says" I just need a way to add gift cards that we issue to our sales for the day. Gifts cards are made on our credit card machine so we don’t have to make any gift cards. I’m sending a video of what we do now"
VIDEO of how it works in OLD system.
Lets try this streamable video service
So is that software sending to the card machine?? Still unsure whats happening.
If its all managed by seperate system and you just need to accept the payment ring it though as normal sale and create a payment type for gift voucher like credit card etc.
She is taking money from a customer and putting it in the cash drawer and she needs a way to add it to the sales so her money and sales match the end of the day.
The machine that makes the gift card is not tied into the POS. Never will be. It’s a separate machine. I don’t need it to read or issue gift cards. Only need a button to tell pos system I’m adding xxxx amount of money to my drawer for accounting purposes.
Yer, so easiest is just to add a product and sell that no? Although in theory you would be double declaring sales in samba the accountant could easily seperate giftwoucher sales out.
The alternative to that is you will need an automation flow to create an account transaction.
While you might not be tracking balances you would need an account to transfer from/to for your gift voucher sales and purchases. However note that transactions outside on tickets are not shown in default reports so you still need to customise reports at which point just make gift voucher product seperate or even a seperate ticket type for selling vouchers and put through like a product then either leave reporting and let accountant adjust when doing rtax returns or customise report to not show sales value of gift voucher product sales.
She adds:
The credit card machine issues the gift cards to the customer and redeems the gift cards. The POS system has absolutely nothing to do with the actual gift card. The only thing the POS system does is add the sale of gift cards to our sales. Example: Debbie comes in and wants a $100 gift card. I go to the credit card machine and make the gift card. She gives me $100 payment for it. I put the $100 in the cash drawer. If do not have a way to ring up the sale of the gift card on the POS system my money in my drawer will not match what the POS system says I am supposed to have. It will be $100 over. I just need a way to add this transaction to all my other transactions. It’s just like selling a drink, steak etc.
So just make a gift card product. Sell it like normal. When they use gift card you can pay with voucher payment type.
Soon with new cc integration we will be able to automate that.
Yeah you just need to learn payment types and add the gift card.
Yeah actually that is the next thing we should handle after we are finished with basic requirements.
I am only 21 days into this and have been learning at light speed and its not fast enough.
But I do have it working in a Restaurant with 3 stations, just need to get some things ironed out.
I dont have a lot of time right now to study long forum posts. I need to get things accomplished and learn more later at this point. This new restaurant is about to get their ass handed to them in the next three nights. They just opened and the weekend is coming so the more I can get done with all the help from in here the better.
You may need to get some paid support if you need it urgently. We will help for sure but this is just the community page. Do you have a computer you can load a default database on and look at voucher payment type?
I paid for the program and the 1 year support as well. How good is that support and how fast is it? Can they help with reports?
I have a laptop that is super default, and when I am on site I change the settings text file so that I can sit at a booth and connect to the real db there and make edits.
I also have one here at work that I mess with. Thats where I test things first and thats the one I was going to let you anydesk into.
I remote into the workstations like I am right now, but they open at 3 and cant do that then.
The paid support you paid for is not for custom setup. That is for system support. Custom setup usually is case by case cost.
If you can load a default database you can look at voucher in it and copy that payment type and accounting setup.
All you need is a gift card product to sell and a gift card payment type.
OK so far on the production machine I did this.
Changed the menu and added the card. Its currently the first item so it defaults to that right away.
This will give it that keypad that I am hiding everywhere else.
Also, I think I got the payment stuff sorted out.
Slight over sight, how can make this tax free really fast.
Map all products to tax except the gift card. It’s in the mapping of your tax template.
Ok that did it thank you.
