Selling / Issuing Gift Cards in PMS (hotel)

Select Gift Cards from your Front Desk or Guest Services menu, or from the icon on your toolbar.



The Execu/Gift program will open to the screen shown below. 

To create the gift card without swiping the card, enter the information here.  The "next" card number will default. 



To create a gift card by swiping, click Find Certificate:



Swipe the gift card and press Enter.



If the card number does not exist, a prompt will ask if you want to create the card now.  This prevents duplicating card numbers in error. 



After swiping the card or entering the card number, you return to the main screen. 

Click Profile Link.

Click Get Name next to the TO and Purchaser fields.  TO is a required field so that the card can be looked up by name.  However, some properties create cards linked to a general "gift card" profile, and this is OK. 



When you click Get Name, the Profile Entry and Lookup window will open so that you can select an existing profile or create a new one. 



After you have assigned the purchaser and recipient, click Add Balance.  DO NOT click save until you have added the balance. Otherwise, you will create a one-use card with no dollar value.



A popup will prompt for the Amount to Add to the card balance and Service Charge if any. (You also may add shipping, but this is very rare.) 

Click Post Charges.



When you select Post Charges the Post Charges/Payments screen will open and the Gift Card/Certificate master folio is selected automatically:

Selling / Issuing Gift Cards in POS (Food & Beverage / Retail)

If you select the GIFT CARD item that does not have a fixed value, the system will prompt for the amount. 

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Enter the dollar amount and select OK.

At the next prompt, enter the card number to create, or swipe the card.

At the next prompt enter the name for the card recipient.

At the next prompt enter the name of the person the card is from.

Select Yes to continue if the information is correct.

DO NOT use the quantity feature when selling gift cards.  If you are selling three gift cards, select the GIFT CARD button three times as shown below.  Each card must be on its own line so that the card number, etc., can be applied.

Below shows the sale in the POS Master Folio.




You can look up a card in Execu/Suite PMS by card number (swiped or manually entered), whether the card was issued through PMS or POS.



You can look up a card in Execu/Suite PMS by name, whether the card was issued through PMS or POS.



The selected card:




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