How to Add Gift Cards to Pinogy POS

Use this to set up Gift Card capability in Pinogy POS

Step-by-step guide

1. Open Global Settings and Configuration and click on the "Add Ons" tab. Then click on the "New Add Ons" tab.  Find Pinogy Loyalty and click Details. Click the Create button.
   
   

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2. Then click on the "Payments" tab, and click New button under the Payment Types tab. Name the Payment Type “Gift Card”, set Open Drawer to “Do Not Open”, and Default Status to “Enabled”. Leave all other settings as their default settings.

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3. Under the Payment Methods" tab click on "New." In the Manage Payment Method window that just opened, type or select "Gift Card” for the Display Name, Payment Screen Display Button, Payment Type, and Associated Batch. Also check to Enable the Default Status.

4. Then Click on the "Payment Gateway" tab and click on the "+ New" button. Type "Loyalty - Gift Cards" in the Display Name and use the dropdowns to choose the following:
   Payment Processor: Loyalty - Gift Card Redeemer
   Payment Type: Gift Cards

5. Then select the locations that the Gift Cards will used at and click on "Save." 
   
   

7. Go to the Product Module and click on "New." Enter the Barcode of “gc” (1), Description of “Gift Card” (2), Cost of 0.00 (3), Category of “Gift Card" (4), and check Ask for Price (5), Do Not Track in Inventory (6), and Require Customer on Sale (7). When you are done, click on Save (8).
   
   

    

    

8. Go back into the Gift Card product you just created by clicking on the row to highlight it.  Then click on the "Manage" button.  Go to the "Global Settings”" tab. Check the box to enable Extended Action and set the dropdown to "Gift Card” (1). Also change the Product Type to Liability (2).

9. Then click on the Location Settings tab, and click on the “Customize” (1) button in the Override Taxes section.
   
   

    

10. In the new Tax Override window, click on Tax Exempt (1) and then press Save (2).

      

     

This will let you sell gift cards in the Cash Register as part of a sale. If you purchased physical gift cards from us they will have a barcode on the back that you can scan when a gift card is purchased.

Selling a Gift Card

To sell a gift card, ring up the Barcode that you set during the product creation and it then prompt you for the card number and the amount. You can scan the gift card's barcode to enter it into the sale or type it.

After entering clicking Save the gift card will become an invoice line on the transaction.

Manually Creating or Editing Gift Cards

To manually create a gift card or edit the amount on existing gift cards use the following instructions. This method can be used to create virtual gift cards. This is useful for giving store credit without using a physical card. The card number can be anything you enter in although a customer's phone number is most commonly used for ease of remembering the number. 

1. Go to Loyalty Web Page 

2.  Then click on the Login.
   
   

3. Use the email created in the POS with the Pinogy password: QWs! to login to the Loyalty page.
   
   

4. Go to the Gift Card Tab.
   
   

5. A new window opens.  Click on the "New" button in the bottom right.
   
   

6. Scan the barcode on the Gift Card into the field "Card #." Enter the information into: "Amount," "Reason" and "Expires In."  Then click on the "Submit" button to save.

7. Your Gift Card will now display on the main Gift Card screen.
   
   

8. To change the balance of a gift card click on the pencil icon under actions.
   
   

9. Update the information for the card and then click on the "Submit" button to finalize.

Redeeming a Gift Card

To redeem a gift card, ring up a sale as normal. When you get to the payment screen select Gift Card or whatever it was named during the payment setup above in this guide. It will prompt for the Gift Card number. If there is a physical gift card then it can be scanned to enter its barcode. If it is a virtual gift card then type in the number that was used for it. After the gift card’s number is entered in whether by scanning or typing click the Ok button and the amount specified will be deducted from the gift card’s balance. If it is not enough to fully cover the balance due you may have to use an additional payment method. Click Finish when done.