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Gift Card Support in POS
Gift card support in the POS app enables store associates to handle gift card payments, purchases, and returns, streamlining the checkout process. Associates can easily apply gift card tenders, add value to cards, and redeem them for merchandise. With gift card returns, associates can issue refunds to new gift cards, offering customers a convenient option.
Paying with a Gift Card
When a store associate clicks on the Set Gift Card Tender deep link, the app prompts the associate to provide the gift card number and pin. After the associate clicks on Apply, the app shows the balance along with a field for entering the amount to apply to the purchase. The associate can either click Cancel to not proceed or Apply to proceed with tendering using this gift card. After applied, the app shows the amount charged to the gift card in the summary section on the bottom right of the cart screen along with the balance remaining. The tendered gift card is also shown in the summary section on the bottom right. If you decide not to use this card, you can remove it by clicking on the remove icon beside the tendered gift card.
Purchasing a Gift Card
When a store associate clicks on the Purchase a Gift Card deep link, the app prompts them to provide the gift card number and the amount to add to the gift card. The store associate can click ISSUE to add this gift card to the cart for purchase and checkout by paying with any other tender to complete the transaction.
Adding Value to a Gift Card
When the store associate taps the Add Value to Gift Card deep link, the app prompts them to enter the amount to add to the gift card.
After confirmation, the app adds the gift card along with the added value to the cart. The store associate can check out by paying with any other tender to add value to the gift card.
Redeeming a Gift Card
When the store associate taps the Redeem Gift Card link, the gift card is added to the cart as a returned product. The gift card balance is the return total for that product.
Returns via a Gift Card
When a customer walks in with a gift receipt or with no receipt to return a product, the app will be able to return the amount to a new gift card. The associate can fill the cart with the returned products and go to the cart screen. When the store associate clicks Return, the app shows a list of options to which the tendered amount can be returned. If the Return Policy is set to return to Gift Card, the app shows the option to do so.
The associate can select the gift card option and click Confirm. The app prompts the associate to provide the Gift Card number.
Only new, unused gift cards can be used for refunds. After VERIFY is clicked and the gift card is confirmed to be new, the appropriate amount is returned to the gift card.
Receipts
Gift card information can be included on email and print receipts using Email Tags and Print Tags.
| Description | Email Tag | Print Tag |
|---|---|---|
| Gift card purchase value | {gift_card_balance} | :ps_p_gc_balance Available in 9.2.1 app build |
| Gift card balance | {gift_card_tender_balance} | :ps_gc_tender_balance Available in app build 9.2.1 for sales, 9.10.1 for refunds/exchanges |
| Payment tender type (for example Gift Card) | {payment_methods} | :ps_payment_tender_type
|
Known Issues & Restrictions
- Returns back to the original gift card are not supported.
- You can't add another product or a gift card while redeeming a gift card. The app throws the error, "Multiple gift card cash outs not allowed". Cashing out a gift card is always a separate transaction.
- Gift card purchases can't be made using pay by link. If attempted on the POS app, users see the error message: "Cannot start remote pay by link when there are gift card products in the cart."
Configure Gift Card Support in POS
POS offers flexible options for gift card support, including buying, balance checks, and payment processing. Integrate gift card services directly, through payment gateways like Adyen and Verifone, or through a Service Provider Interface (SPI) for comprehensive transaction reporting. Merchants manage vendor contracts, while Salesforce provides the tools to configure cash redemption thresholds and enable features like gift card purchases with other gift cards.
- Modern POS App Build: 5.1.0 or greater
- Platform Support: iPhone, iPad
- Offline Support: No
- Configure Return Policies for both Offline and Online modes. If not configured, gift card functionalities might not work like issuing a new gift card or adding balance. See Returns Policy Configuration
- For direct integrations, we offer out-of-the-box support for Givex, Clutch, and Netsuite.
- Via Adyen, we support Givex, SVS, and Fiserv (formerly Valuelink). See Gift Cards via Payment Terminal.
- Via Verifone Flex, we support Givex and SVS. See Gift Cards via Payment Terminal.
- Via the Gift Card Service SPI, you can connect to any gift card provider. See Gift Card Service SPI
For gift card platforms that overlap between direct and gateway integrations, you can choose the approach that best suits your needs. Opting for the gateway approach ensures that all transactions are available through the gateway reporting.
Create Gift Card Integration
Each gift card service has its own set of required fields. This configuration is specific to direct integrations via the backend (for example GiveX, Clutch).
- Go to .
- Click Create.
- After choosing a service, fill out the required fields. See Gift Card - Clutch Integration and Gift Card - Givex Integration.
-
(Optional) Under Advanced:
- Configure Cash Out Config if you want to have a threshold when redeeming cash with a gift card.
- Enable Allow Gift Card Purchase to permit buying gift cards with another gift card.
- Enable Require Activation to mandate gift card activation.
- Save your changes.
The cash out configuration is used to determine the threshold when redeeming cash with a gift card. There are two fields:
- Default Cash Redemption Threshold: This field specifies the dollar amount specified for the cash redemption.
- State-Specific Cash Redemption Thresholds: These are cash redemption limits for specific states.
For example, in the state of California, customers can redeem their gift card as cash if the gift card has less than or equal to $15. In the state of Texas, customers can redeem their gift card as cash if the gift card has less than or equal to $25. For all other states, the threshold is $10, because it was set as the default.
Set Gift Cards as Tender
A gift card needs to be added as one of the supported tenders so that it can be shown on the POS app.
- Go to .
- Edit an app config.
- Go to .
- Turn on the flag, Has Gift Card.
- Save your changes.
- Go to .
- Expand Advanced.
- Under Supported Tenders, make sure “GiftCard” is one of the supported tenders.
- Save your changes.
Configure Gift Card Deep Links
Set deep links on layouts to manage gift card behavior on the POS app.
- Edit a layout or hamburger menu.
-
Add these deep link(s) for the specific use case:
- Set Gift Card Tender: Displays the gift card configuration screen
- Purchase a Gift Card: Allows gift card to be added to the cart for purchase
- Add to a gift card: Adds value to the gift card
- Cash out a gift card: Allows gift cards to be cashed out
- Check gift card balance: Checks current gift card balance
Display & Delete Applied Gift Cards
Turn on the POS app to show applied gift cards on the cart screen and provide an option to delete them.
- In CMS, go to Apps.
- Edit an app config.
- Go to .
- Turn on the flag, Has Gift Card (HasGiftCard).
Configure Returns to Gift Card via Tender Mapping
Optionally, you can configure mappings to allow returns from any sales tender to be issued as a gift card return. Note that these mappings apply only to returns made within the specified return policy window.
- In CMS, go to .
- Edit a policy.
- Go to Return Tender Mapping.
- Configure the fields. See Returns Policy Configuration.
