This article is meant to inform the business on how to create and utilize gift cards in Trident1.
1. Hover the mouse over Products
2. Then hover over Products
3. Click Create Product
4. Define your Gift Card Product
Under Product Information:
a. Product Number
b. UPC
c. Product Description
d. Unit Barcode
e. Sell Price - PF fields
Under Location Information
f. Change the Part Type to ‘Gift Card’
g. Part Taxed
5. Click Save to finish
Click Point of Sale
Enter the customer’s name
Type or scan the product number, UPC or unit barcode into the Product column
Press Enter on the keyboard to populate sales line item
Scan or enter the gift card barcode
Enter the amount for the gift card
Click Save
8. Select the payment method to finalize the sales order
Hover the mouse over Point of Sale
Click Gift Cards
Type or scan in the gift card barcode in the Search for field
Change the In drop-down field to Gift Card Barcode
Click Search Now
6. Trident 1 will pull up the gift card’s remaining balance