Overview

This article is meant to inform the business on how to create and utilize gift cards in Trident1.

Process

Create the Gift Card Product

1. Hover the mouse over Products

2. Then hover over Products

3. Click Create Product

Open

4. Define your Gift Card Product

Under Product Information:

Open

Under Location Information

5. Click Save to finish

Ring Up a Gift Card

1. Click Point of Sale
   
   

    

2. Enter the customer’s name

3. Type or scan the product number, UPC or unit barcode into the Product column

4. Press Enter on the keyboard to populate sales line item
   
   

    

5. Scan or enter the gift card barcode

6. Enter the amount for the gift card

7. Click Save
   
   

8. Select the payment method to finalize the sales order

Checking Gift Card Balances

1. Hover the mouse over Point of Sale

2. Click Gift Cards
   
   

    

3. Type or scan in the gift card barcode in the Search for field

4. Change the In drop-down field to Gift Card Barcode

5. Click Search Now

    

6. Trident 1 will pull up the gift card’s remaining balance