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POS Credits

A POS credit refers to either a gift certificate or a credit note. This functions allows you to record lost or stolen POS credits or to create a batch of new ones. For example, if a corporate client wants 1000 gift certificates, you could use this function to create them with one action, instead of adding each one individually to the POS. You create a transaction for each action you want to do. This leaves an audit trail of actions performed on POS credits.

Figure: Example POS Credits Screen

Location

The location where the pos credit is being issued/ recorded.

Type

Indicates the type of POS credit: Gift Certificate or Credit Note.

Indicates the type of POS Credit being created.

Gift Certificate

A standard gift certificate. You would use this to mark an existing gift certificate as lost or stolen. You can also create a set of gift certificate entries, which can be useful if you need to create bulk gift certificates for corporate sales.

Credit Note

Similar to Gift Certificate but for Credit Notes.

Pre-Sale Gift Cert

This is similar to Gift Certificates. It is used in environments where you want to record details of pre-printed gift certificates. You could create the details at head office and record their movements to other locations. See Pre-Sale Gift Certificates for further details.

Reason/Action

The specific action that this transaction is for.

Bulk Create

The system will create a set of POS credits with the details specified below.

Lost

The system will mark the range of numbers as lost. If some one tries to use one at POS, the POS will reject it.

Redeemed

The system will mark the range of numbers as redeemed so they can't be used.

Change Location

This can be used in combination with Pre-Sale Gift Certificates to move them from one store location to another store location. The system does not allow movement from a group location.

Stolen

The system will mark the range of numbers as stolen. If some one tries to use one at POS, the POS will reject it.

POS Credit Start#

The first number of the POS credit.

POS Credit End#

The last number of the POS credit. This should be of the same format as the start number, for example A1000 - A9999

Item Number

The item number of the POS credit item. This is not required for lost or stolen POS credits.

Value

The value of the POS credit. This is not required for lost or stolen POS credits.

Expiry Date

The date the POS credit will expire. This is not required for lost or stolen POS credits.

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