To configure the Vii Gift Card integration in Idealpos, complete the steps that are outlined below:
The Vii Gift Card Integration will need to be enabled in the Licence for each POS Terminal that will utilise this integration.
Contact Idealpos or your Idealpos Reseller to purchase this module.
Once the module has been enabled on each POS Terminal, go to:
Back Office > Setup > Licence Gateway > Reload.
Ensure that Vii Gift Cards appears in the Options column for each POS Terminal that will utilise this integration.
Vii Gift Card functionality includes the sale of Vii Gift Cards as well as the redemption of Vii Gift Cards.
To enable this functionality, Idealpos requires the following to be configured:
Go to: Back Office > Setup > Function Descriptors.
Configure Function Descriptor
Locate an unused Function Descriptor for the redemption of Vii Gift Cards > Select the Tender > Press the "Modify" button on the top-left corner.
Unused Function Descriptors typically show a Description of "TENDER #", where # is the number of the Tender.
Any other options can be enabled as required (e.g. Open Cash Drawer, Show in Banking, etc.).
Press "Save" to save the Function Descriptor.
Configure Received Account
Within the Function Descriptors window, a Received Account function will need to be assigned for the purchase of Vii Gift Cards.
Locate an unused Received Account for the purchase of Vii Gift Cards > Select the Received Account function > Press the "Modify" button on the top-left corner.
Unused Received Account functions typically show a Description of "RA #", where # is the number of the Received Account.
Press "Save" to save the Received Account.
Optional - Set Gift Voucher Function Description
If required, the GIFT VOUCHER Description can be changed.
This will affect areas in Idealpos that refer to Gift Voucher sales, Reports, and other areas in the User Interface relating to Gift Vouchers.
Note!
This Description will be used for all GIFT VOUCHER related functions, so if multiple types of Gift Vouchers will be utilised, choose a generic name that covers all Gift Vouchers.
Select the Gift Voucher function and Modify.
To enable the enquiry of Vii Gift Cards (e.g. to check the remaining balance on a card), a Vii Gift Card Enquiry button will need to be created.
Go to: Back Office > Setup > POS Screen >POS Screen Setup > Select a layout > Press "Buttons" on the left-hand side.
Tip!
The currently used POS Screen Layout can be identified by going to: Back Office > Setup > POS Terminals > Modify > POS Screen Layout.
Select a POS Screen tab, then locate a blank/unused POS Screen button and link it to the Gift Voucher Enquiry function, as shown in the example below:
Go to: Back Office > Setup > Global Options > Interfaces > Vii Gift Cards
Stock Items will need to be created for each Card Type/Denomination that has been supplied by Vii.
E.g. Create a Stock Item for $20, $50, $100, etc.
Idealpos also supports Gift Cards that can be sold with a custom amount.
To create the Stock Items, go to: Back Office > File > Stock Control > Stock Items > Add.
Create a Stock Item for each card type/denomination.
After configuring the steps outlined above, the Vii Gift Card Integration has been completed.
It is recommended that a Close Suite/Open Suite is performed to apply the settings on each POS Terminal.
Go to: Start > Idealpos > IPSUtils > Close.
Start Idealpos and the Vii Gift Card Integration is ready for use.
Refer to Using Vii Gift Cards for information about the sale, redemption and enquiry of Vii Gift Cards.