Configure Point-of-Sale Touchscreen Keys

Gift and Loyalty Point-of-Sale (POS) keys need to be activated, and some need to be associated with the tender types and service charge records in the Simphony EMC.

1. Sign in to Simphony Home with your credentials.
2. From the Dashboard, click the application navigation icon () at the top left of the page, select Gift and Loyalty, select G&L Gift, Payment, and Loyalty Configuration, select Programs, Cards, Coupons and Rules, and then select POS Configuration.
3. To activate a function, select the function, click Edit, and then select Active.
   The following functions need to be active for gift cards if they are being used:

   • Balance Inquiry

   • Balance Transfer

   • Cash Out

   • Activate

   • Issue

   • Redeem

   • Redeem Auth

   • Reload

4. To allow a function to be used when the system network is offline, select the function, click Edit, and then select Allow Offline.
5. Click Save.
6. To associate the Activate POS key to the Simphony EMC Gift Card Activate service charge record:
   1. Select the Activate line, select Edit POS Key, and then edit the record.
   2. Select Service Charge in the POS Key Type drop-down list.

      Figure 15-17 Edit POS Key for Activate Service Charge

      
      
      
   3. Enter a Description.
   4. Enter the POS Key Number. This must be the same as the Gift Card Activate service charge record number in the Simphony EMC. (For new Simphony Essentials 19.5 organizations, the number is 300.)
   5. Click Save.
7. To associate the Issue POS key to the Simphony EMC Gift Card Issue service charge record:
   1. Select the Issue line, select Edit POS Key, and then edit the record.
   2. Select Service Charge in the POS Key Type drop-down list.
   3. Enter a Description.
   4. Enter the POS Key Number. This must be the same as the Gift Card Issue service charge record number in the Simphony EMC. (For new Simphony Essentials 19.5 organizations, the number is 100.)
   5. Click Save.
8. To associate the Reload POS key to the Simphony EMC Gift Card Reload service charge record:
   1. Select the Reload line, select Edit POS Key, and then edit the record.
   2. Select Service Charge in the POS Key Type drop-down list.
   3. Enter a Description.
   4. Enter the POS Key Number. This must be the same as the Gift Card Reload service charge record number in the Simphony EMC. (For new Simphony Essentials 19.5 organizations, the number is 200.)
   5. Click Save.
9. To associate the Cash Out POS key to the Simphony EMC Cash Out Gift Card tender record:
   1. Select the Cash Out line, select Edit POS Key, and then edit the record.
   2. Select Tender in the POS Key Type drop-down list.

      Figure 15-18 Edit POS Key for Cash Out Tender

      
      
      
   3. Enter a Description.
   4. Enter the POS Key Number. This must be the same as the Cash Out Gift Card tender record number in the Simphony EMC. (For new Simphony Essentials 19.5 organizations, the number is 600.)
   5. Click Save.
10. To associate the Redemption POS key to the Simphony EMC Redeem Gift Card tender record:
    1. Select the Redemption line, select Edit POS Key, and then edit the record.
    2. Select Tender in the POS Key Type drop-down list.
    3. Enter a Description.
    4. Enter the POS Key Number. This must be the same as the Redeem Gift Card tender record number in the Simphony EMC. (For new Simphony Essentials 19.5 organizations, the number is 500.)
    5. Click Save.