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Selling or Redeeming Gift Vouchers

Last updated 30/09/2020

 

How to sell and redeem a gift voucher.

Selling Gift Vouchers


To sell a gift voucher:

  1. OPTIONAL: Add a customer to the gift voucher so that the gift voucher can be applied to the customer's contact in Cin7.
  2. Search for the gift voucher product. If you have not created any gift voucher products, review the Setting Up Gift Vouchers article.
  3. Enter a Gift Voucher code if you use pre-printed codes.
  4. Remember that the value of a gift voucher is determined by the total the voucher is sold for.
  5. Complete the sale as usual.
    The gift voucher code will be printed on the receipt.

The gift voucher will be created in Cin7.

Administrators can view all vouchers that have been made like so:

  1. While logged in as an Administrator, select your username in the top right corner and then select Settings.
  2. From the POS menu, select POS Gift Vouchers & Store Credit.
    You will see a searchable list of gift vouchers and related balances.

Redeeming Gift Vouchers


To redeem a Gift Voucher:

  1. Enter products and a customer into a sale as usual.
  2. Once you a ready to complete the transaction, select PAY.
  3. On the right-hand side, select Gift Voucher.
  4. Enter the Gift Voucher code in the field provided, then select Search.
  5. If a Gift Voucher is found, select Redeem.
    The gift voucher will appear in the payments area. Select del to remove it if necessary.

If you do not know the gift voucher code, you could also search for the customer to which the gift voucher was applied.

To do this:

  1. Search for the customer using the customer's box.
  2. Select the customer.
  3. When you have proceeded to the payments screen and select Gift Voucher, the gift vouchers assigned to the customer will be shown underneath the customer space.
  4. To redeem, simply select a Voucher Code from the list.
    The gift voucher will appear in the payments area. Select del to remove it if necessary.

FAQs

I'm trying to test this functionality but the Gift Voucher balance is not showing correctly.

Remember to sync settings between selling and redeeming gift vouchers, especially if you are testing gift vouchers. In the course of a normal gift voucher sale, there would be enough time for the POS to sync fully before it is redeemed.

Is it possible to redeem part of a gift voucher?

Gift Vouchers will be redeemed in full, unless the voucher is worth more than the total of the transaction. Any left over balances will remain on the card and can be redeemed at another time.

How can I check the balance on outstanding gift vouchers?

Cin7 has a report for this purpose called Gift Vouchers and Store Credits - Balance due. This report provides a list of all the gift vouchers that have not been fully redeemed.