Create Gift Card Program

To create a basic gift card program:

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 Programs.
3. Click Add.
4. On the General tab, select Gift or Debit Card from the Program Type drop-down list.
5. Enter an identifying Program Name and Public Name, and optionally enter a Description for comments or notes regarding the program.
6. Enter an identifying code up to 10 alphanumeric characters in Program Code. This code is not made public.
7. Select the default currency type used by the program from the Currency Type drop-down list.
8. Leave the Default Coupon Code blank.
9. Select Same type, amount, and check from the Credit Reversal and Debit Reversal drop-down lists.
10. For programs with a limited duration, select the date range that the gift/debit program is active using the Effective From and Effective To date selection fields. Leave the fields blank if the program has an indefinite duration.
11. Leave the other defaults.

    Figure 15-9 General Gift or Debit Card Program Defaults

    
    
    
12. Click the Gift or Debit/Credit/Award Programs tab.
13. To allow customers to cash out a gift card:
    1. Select Allow Cash Out.
    2. Enter a Cash Out Limit to set an upper limit to the amount that can be cashed out.

       Figure 15-10 Gift or Debit/Credit/Award Programs

       
       
       
14. Select the following check boxes:

    • Reserve for Auth

    • Allow Reload

15. Select Allow Partial Redeem to allow the Point-of-Sale to redeem the total value of the card when it is used for a check with a higher value.

    For example, when applying a gift card with $5 remaining to a $10 check, if this option is enabled, the system applies the $5 from the card to the check. If this option is not enabled, the system shows an insufficient balance error, and the balance must be manually redeemed.

16. Select Do Not Allow Issue/Reload and Redemption on Same Check to prevent issuing, reloading, and redemption actions to be performed on the same check.
17. Enter a Maximum Account Balance to set an upper limit on the amount that can be stored on a card at any time.
18. Enter a Transaction Limit to set an upper limit to the amount that can be issued or reloaded to a card in a single transaction. Oracle Hospitality recommends entering a value to prevent input errors.
19. If required, enter a Max Redeem Amount/Day, Max Redeem Amount/Day Part, or Max Redeem Amount/Visit to set an upper limit to the reward amount that can be redeemed by day, day part, or visit.
20. Leave the other defaults, and click Save.