Setting Up Gift Card Options

Use the following procedure to set up the options that control the Gift Card application.

1.   Display the Options Configuration window.

2. Click ID. Using the list below, enter the ID number of the option, and click OK. Click in the Current Value column, select the desired setting, and click Change. Repeat this process for all options in the list. For more information about a particular option in the list, click on its blue underlined text.

   1. Force Gift/Cash Card activation. Epicor recommends you set this option to Yes, so that your clerks are forced through the activation process when they sell a gift card, and, conversely, so that a gift card cannot be activated without first selling and taking payment for it.  

      (ID# 5980) If this option is set to Yes, then whenever a clerk completes a sale containing one or more gift card SKUs, the system automatically steps them through activating each gift card sold. When this option is set to No, the activation of the sold gift cards is left up to the clerk. Epicor recommends you set this option to Yes.

      Security bit 758 controls the ability to cancel out of the activation process for gift cards.

   2. ID# 5360 Gift/Cash card type

      (ID# 5360) This option determines the type of gift cards you accept.

      A = Wildcat (ACE)

      B = Paymentech (Do it Best Corp.)

      C = FDMS (True Value)

      Note: The MSY flag called "Gift Cash Card on System" must be set to Yes in order for the Gift Card application to work.

   3. ID# 5364 Gift/Cash Card activation minimum amount

      (ID# 5364) This option determines the minimum issue amount for a sold or activated gift/cash card. If the option "Force Gift/Cash Card activation" (ID# 5980) is set to Yes, this is the minimum amount that a gift card SKU can be sold for.

      Ace members: $5.00 is the current minimum amount of a gift card that Ace permits, so you should set this option to 5.00 or more.

   4. ID# 5366 Gift/Cash Card activation maximum amount

      (ID# 5366) This option determines the maximum issue amount for a sold or activated gift/cash card.  If the option "Force Gift/Cash Card activation" (ID# 5980) is set to Yes, this is the maximum amount that a gift card SKU can be sold for. The available "Kept By" methods for this option are System (which is the default), Store, User and Terminal.

      Ace members: $250.00 is the current maximum amount of a gift card that Ace permits, so you should set this option to 250.00 or less.

   5. ID# 5368 Gift/Cash Card cash-out maximum without M/O

      (ID# 5368) This option determines the maximum amount of a cash-out of a Gift Card without requiring a manager's override.

      Enter the maximum amount for which a clerk can cash out a Gift Card without a manager's override.  Or, if you always require a manager's override for a cash-out, enter 0.  If you never want to require a manager's override, enter 99999.99.

      The available "Kept By" methods for this option are System (which is the default), Store, User, or Terminal.

   6. ID# 5981 Gift/Cash Card - print amount remaining on POS receipts/invoices

      (ID# 5981) This option only applies if the option "Gift/Cash card type" (ID# 5360) is set to A = Wildcat (Ace). Set this option to Yes if you want the amount remaining on the card to print on the receipt or invoice on transactions with payment by Gift Card. Set this option to No if you don't want the amount remaining to print.

   7. ID# 4905 Print a store copy receipt for bankcards

      Set this option to Yes if you want to print a "merchant" copy for Gift Card activations, add funds, void add funds, and cash-outs.

   The following three options are applicable only if you use Eagle Alerts:

3. 8. ID# 3336 Record "Gift card activation" alerts

      (ID# 3336)This option determines whether or not you want the system to generate an alert when a gift card is activated at POS via ProtoBase. This option defaults to Y.

      Be sure to use the Alert User Profile window,Gift card activation field, to assign this alert to the appropriate users.

   9. ID# 5982 Record "Gift Card Activation aborted" alert

      (ID# 5982) This option only applies if the option "Force Gift/Cash Card activation" (ID# 5980) is set to Yes.

      Set this option to Yes if you want the system to record an alert if the automatic gift card activation process is aborted. This activation process occurs for each gift card sold in a sale. This process can only be aborted if the clerk or a manager doing an override has security bit 758.

      Be sure to use the Alert User Profile window,Gift card activation aborted field, to assign this alert to the appropriate users.

3. Click Change.

4. In-Store gift card users only: You must also set up options specific to In-Store gift cards. Click here for the procedure.

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