Stored Value on Point of Sale

 

OpSuite's Stored Value can be used for many purposes.  It can be an in house gift card or a store credit.  Below, will be instructions for using OpSuite's Stored Value for both purposes.

 

Gift Card

 OpSuite's Stored Value is an internal database that will store gift card numbers (auto-generated, imported, or manually entered) with a set dollar amount.  The dollar amount will update as the funds available are used.  OpSuite will track the last time the card was updated (sale, refund or activation) and the location it was activated at.

 

Each stored value can be activated through OpSuite (for instructions, click here) or through the Point of Sale.

 

Activating Stored Value at the Point of Sale

 

To activate the stored value at the point of sale, be sure there is an item at the location for Stored Value.  The item must be created specifically for stored value.  For instructions on this item, click here.  Once your item is assigned to your location, you can add an OpSuite Stored Value to a transaction at the Point of Sale.

 

 

Auto-Generated Stored Value Account Numbers

 

 

A pop-up window will ask you to enter the amount for the Stored Value card or account.  Then select ADD NEW.

 

 

The pop-up window will then display the Stored Value Account number.  This number can be searched in OpSuite or entered at the Point of Sale to redeem, load or check the balance of the stored value.  

 

 

Imported Stored Value Card Numbers

  Start by clicking "More" for the Additional POS functions, then select SV LOAD.

 

A pop-up window will ask you to enter the card number and the amount for the Stored Value card or account.  Then select LOAD AMOUNT.

 

Click OK to add the stored value to the transaction, or cancel to cancel the stored value.  

 

By clicking OK, the stored value will become a line item on the transaction.

 

Additional items can be added to the transaction or it can be tendered out alone.  

 

Store Credit

Stored Value can be used for a Store Credit in the instance a refund cannot be given to the original tender or if a customer has a negative experience, they can be given a store credit for a future purchase.

 

 

Store Credit Tender

Start by creating a Store Credit Tender so the store credits can be tracked and removed from the daily sales total.  For more information on creating a new tender, click HERE.  Below are the recommended settings for the Store Credit Tender.  It is recommended that only Manager or Admin Roles be allowed to use the Store Credit tender to ensure it's proper usage.  

 

 Once your store credit tender is active on your POS device, you can activate a Stored Value card on the transaction.  Other items can be added to the transaction as well.  Once you are ready to complete the sale, click the Total Button. 

 

Enter the amount of the Stored Value ($10 in this this example), then press the Store Credit Tender.  This will update the amount due  from the customer.  The remaining balance can be paid using any tender the customer wishes.  Once the transaction has been completely tendered, the Stored Value card will become active and able to be used. 

 

 

 

If printing the stored value at the point of sale, be sure to select Stored Value Activation from the receipt prompt after the transaction has been completed.

             

 

 

  

Store Credit for Returns

To use Stored Value for a Store Credit on a Return Transaction, begin the return as normal.  Scan the items to be returned to add them to the return transaction.  Once all returned items have been added to the transaction, click the TOTAL button.

 

Select STORE CREDIT from the available tenders.  If you have selected to auto-generate Store Credit numbers, it will automatically create the store credit.  If you have selected to use pre-populated numbers, you will be asked to enter the Store Credit number.  Next, you will select the receipt options as you would a normal transaction.  Be sure to include the "Stored Value Activation" receipt so the customer will know what their Stored Value number is and the amount applied.