- EBMS Knowledge Base
- Sales
- Payment Card Processing | Gift Cards
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
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Sales
- Introduction
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- MyProposals
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- Sales and Use Tax | TaxJar
- CRM
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- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
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- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
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- Tracking Counts
- Unit of Measure
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- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
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- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
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- MyDispatch
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Financials
- Introduction
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- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Creating a Gift Card Inventory Code
An inventory item must be created before a gift card can be loaded or redeemed. The inventory code that is classified as Gift Card is used to sell the gift card and load the card with the appropriate value. The inventory code is not used when the gift card is redeemed. Multiple inventory items may be created to associated multiple gift card values or an inventory item can be created with no Base Price if the value is entered at the time of the sale.
Complete the following steps to create an gift card inventory item:
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Launch the new inventory item wizard. Review the Inventory Item > Entering New Inventory Items from the inventory documentation for more details.
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Create a new gift card folder if you are creating multiple gift card items or select a miscellaneous folder and click Next.
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Enter an appropriate Description. The value of the gift card should not be included in the description for gift cards with variable values. Click Next.
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Select the Gift Card Classification. Review the Inventory Item > Item Classification section of the inventory documentation for more details on classification options. Click Next to continue
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Enter the Base Price amount or the value of the gift card inventory item that is created. The user can enter zero in the Base Price entry if the value of the gift card is determined at the time the card is loaded or sold. Click Next to continue.
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Enter an appropriate inventory ID and click Finish.
Continue with the Selling or Loading Cards section for instructions on loading cards at the time they are sold.