- 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
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- 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
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- 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
Gift Card Overview
Gift cards are payment options that can also be used as a marketing incentive or a loyalty program. The gift card option within EBMS allows the user to activate, load, and sell a gift card. The payment or credit from the sale of the gift card is recorded and managed within EBMS but requires a gift card processor to manage the card balance.
The following steps are for US-based merchant accounts only. Review Velox Integration for information on Canadian gift card options.
The following options are required to process gift cards within EBMS:
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The payment card processing module must be added to EBMS. Review the Payment Card Overview section for more details.
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A compatible gift card merchant processor: The following gift card processors have been approved for EBMS:
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Valutec (Koble Payments)
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First Data ValueLink (Verifone Point)
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Give (Verifone Point)
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A card swipe device: This device is used to load value into a gift card or to redeem the card at point of sale. Cards can be loaded and redeemed manually without a swipe device by typing in the gift card number. Verifone devices can be used by the customer to redeem a gift card.
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Gift cards with a bar code or a magnetic stripe: These cards must be compatible with the swipe device and the gift card merchant provider.
An inventory item must be created with a Gift Card classification before gift cards can be loaded or redeemed. Review the Creating a Gift Card Inventory Code section for more details.
Gift cards are activated, and the value is loaded from the point-of-sale dialog within EBMS. Value can be added or subtracted from a gift card after the card is activated. Review the Selling or Loading Cards for more details on activating or adding value to a card.
Review the Paying Using Gift Cards section for more instructions in redeeming a gift card.
Tools to view gift card balances or to adjust gift card values are also included. Review the Viewing Gift Card Balances section for more details.
A gift card's value can be increased or decreased at any time. A card can be deactivated or voided. A customer credit can be added to a gift card as well. Review the Voiding, Crediting, or Changing the Value of Gift Cards section for more details.