How to Sell a Gift Card/Gift Certificate

How to Sell a Gift Card/Gift Certificate

Once you have created a Gift Certificate/Gift Card in your system as an inventory item, you can now start selling them to your customers. For more information on how to Create Gift Cards in inventory, visit this Article.

How to Sell A Gift Certificate or Gift Card:

Gift certificate balance is tracked by serial number, rather than by customer.
This allows you to sell a gift certificate to someone other than the intended recipient.

The owner of the gift certificate may redeem the balance by presenting the card's serial number.

  1. Starting at the main point-of-sale screen, bring up the purchasing customer.
    • Gift cards can also be sold using Guest Sale.
  2. Enter your gift certificate Part Number to add it to the invoice.
  3. When prompted by the popup, enter the Serial Number of the certificate you are selling.
    • Tip: Make sure popups aren't blocked.
    • If it is an e-certificate, enter the recipient's email and message. Choose to deliver immediately or on a future date.
  4. If necessary, adjust the card's value.
    • Click the Unit Price field and adjust the amount as desired.
  5. Proceed to payment to create and finalize the invoice.
  6. If you want to give away the gift certificate (instead of selling):
    • Sell the certificate to a customer account belonging to the store.
    • Use Expense Account as the payment method.

Once the invoice is finalized, the balance of the gift card can be tracked by its serial number


    • Related Articles

    • How to Create a Gift Certificate / Gift Card / E-Gift Card

      Before you can sell a Gift Certificate or Gift Card, you must first create define your Gift Certificate/Card as an Inventory Item in your POS system. For more information on how to Sell a Gift Certificate/Card once it has been created, please visit ...
    • How to Redeem a Gift Card or Gift Certificate

      Redeem a Gift Certificate: Gift certificates are redeemed by selecting the "Gift Certificate" payment method at time of checkout. Starting in the main point-of-sale screen, pull up the customer who will be redeeming their certificate. Gift ...
    • Gift Cards and Gift Certificates in Orchid POS

      Check Gift Card / Certificate Available Balance Ordering Gift Cards How to Create a Gift Certificate / Gift Card / E-Gift Card How to Sell a Gift Card/Gift Certificate How to Redeem a Gift Card or Gift Certificate View a Report of Open Gift Card / ...
    • How to Add Funds to an Existing Gift Card or Gift Certificate

      Gift certificates can be reloaded by reselling the existing serial number. Funds can be added at any time. The gift certificate does not need to be empty for it to be reloaded. Starting at the main point-of-sale screen, bring up the purchasing ...
    • Manage Existing Gift Cards and Gift Certificates

      Gift certificates can be managed from the Back Office > Inventory > Gift Certificates page. This page will show a list of existing gift certificate items. To manage a specific card type, click on the card's "Part #" (highlighted in blue). This will ...