How do I create a Gift Certificate Product

1.  Create your Gift Certificate as a Point of Sale item

• Functions -> Point of Sale -> Add Product
• Enter a UPC Code or let the House generate one
• Set a Priority Level (optional)
• Quantity in Stock
• Re-order threshold
• Cost
• Price (For a Gift Certificate, you may want to leave this at $0 to allow for various denominations.  You will override the price at the time of purchase.)
• Allow Bill Later (allows the Member to buy now, pay later)
• Allow Complimentary
• Apply Primary Tax (Federal)
• Apply Secondary Tax (State)
• Apply Tertiary Tax (Municipal)
• Member Can View (allows the item to be sold online through the Member Portal)
• Short Description
• Long Description
• Product Category
• Income Category
• Upload an Image
• Save

2.  Selling the Gift Certificate

• Quick Functions -> View Catalog
• Click 'Add to Cart' next to the desired item
• Quick Menu -> Check Out (1 item)
• From the 'Select Purchaser' drop down, find your Member by entering the last name or card ID and Search
• Select the Member
• To override the price, click the $ in the Actions column

• Enter the amount of the Gift Certificate
• Enter a reason.  You may want to enter the Gift Certificate number in this area
• Select Cash Drawer
• Select Payment Type or 'Bill Me Later' if Member is putting certificate on account
• Submit

3.  Using the Gift Certificate

• The friend or family Member brings in the Gift Certificate to pay for Membership, Services or Product
• Purchase the Membership, Service or Product
• On the Point of Sale screen, select 'Gift Certificate' from the Payment Type drop down
• Submit