Create a Gift Card POS Item

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To sell gift cards through Recreation Management, use the following steps to create a Gift Card POS item. The Gift Card option generates a unique gift card code.  

Instructions

  1. Navigate to POS Items:User interface showing account options with the POS Items section highlighted.

  2. Click the Create POS Item button:The Point-of-Sale Management screen with the Create POS Item button highlighted.

  3. Fill out the following fields, making sure to select the Gift Card option: The Create POS Item interface with various fields and toggles, and the Gift Card checkbox selected and highlighted.

    • Note: For more information on POS Item creation, view the Create a POS Item article.

    • Name: The name of your gift card item, which will be displayed in the catalog

    • Group: Select the category (or create a new group by selecting the Create New POS Item (+) button) that you would like to see this item categorized under

    • Screens: Select one or more screens under which your groups will be displayed; see Create a POS Screen

    • Price: Set the price of the gift card item

    • Gift Card: Check to generate a unique gift code to claim as user credit

  4. Navigate to the GL Codes tab and select Assign GL Code:The GL Codes tab of POS Item creation, and the Assign GL Code button highlighted.

  5. Select a Liability Gift Card GL Code:The GL Codes tab with a Gift Cards GL Code selected and highlighted.

  6. Click Save New POS Item:The Create POS Item screen with the Save New POS Item button highlighted.


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