Tasks performed by Execu/Tech:

Tasks performed by you:

Create the Gift Card Master Folio

Go to Check In.

At the following prompt select, No - Guest is a walk-in.



When the folio opens, enter the information.



The number of days/dep. date should be 999.

Room no./type should be M.

Folio type should be MA.

See also Master Folios .

Note: You should never post directly to this folio except when it opens via the Execu/Gift program.  The balance of this folio should be always zero.  When a gift card is issued through Execu/Gift, the system posts a charge for the sale of the card and a payment for the means by which the card was purchased.

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Create the Hotel Charge and Payment Codes

1. You should create the following Hotel charge codes:  GCS, GCH, GCPO, GCRC. (If you already are using any of these codes, check with Execu/Tech for alternative codes.)
   
   
   
   See Charge code setup for detailed instructions.
   
   
2. You should create the following Hotel payment codes:  GCR, GCRD.  (If you already are using any of these codes, check with Execu/Tech for alternative codes.)

See Payment code setup for detailed instructions.

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Edit the MENUINI.FIL File

HOTEL-GIFT-CERT-INFO=

It should be followed by:

• the Gift Card master folio number
• the charge code for the sale of the gift card
• the charge code for the handling fee
• the payment code for gift card redeemed (as a form of payment by the guest)
• the charge code for donated gift cards
• the charge code for gift card sales charged to the guest's room (instead of the guest paying for the card at the time of purchase)
• the charge code for POS gift card sales 

These codes must be in this sequence and in this exact format, with no spaces and no punctuation other than shown.

Each of these codes must be used, even if you do not use that feature.  For example, if you do not donate gift cards you still need to include the charge code.

Other MENUINI.FIL lines include:

HOTEL-GIFT-CERT-EXP-DAYS=180
    * number of days to calculate gift certificate/card expiration date from current date
    * up to 999 days.  Default=365
    * NONE means that the card will not expire (except for donated gift cards)

HOTEL-GIFT-CERT-DONATED=NO
    * does not allow the user to create a donated gift card.

There also are settings to allow Execu/Gift to track Activity deposits.  This information will be provided within the Activities Help and Knowledgebase articles.

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Create the POS Revenue Department

Create the POS Category

Create the POS Menu Items

1. Manual pricing: the value of the card will be entered manually at the time of sale.
2. Set a fixed price such as $25 or $100.  Each card issued will have its value based on the fixed (automatic) price of the item.        

Manual Pricing

The image below shows how to set up the item for a manually entered price. Note fields 21 through 28: the menu price is .00 and the (A/M) field is set to M.

With this setting, when the item is selected for sale from the POS item entry screen, a popup will prompt for the price.

 

Fixed Price

The image below shows how to set up a fixed price (automatic) item.  Note fields 21 through 28: the menu price is 100.00 and the (A/M) field is set to A.  This means that if this item is selected for sale, the price will automatically be $100 and cannot be changed.  Note also the item description reads "GIFT CARD $100."   This enables the clerk, cashier, or server quickly to select the correct value card.



See POS Menu Items for detailed instructions.

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Place the item on the POS item entry screen (keyboard)

Log onto POS Administrator and then select "Item Button (Keyboard) Setup". 



Set up the item button/ keyboard record for each terminal and menu from which you will sell gift cards.

The image below shows how it looks on the item selection screen.  See the bottom left two buttons.




See Item Button (Keyboard) Setup for detailed instructions. 

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