- EBMS Knowledge Base
- Sales
- Gift Cards and Loyalty Cards
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
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.