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Gift card setup

Posted on by 1,066

I followed the below steps to setup gift cards:

1.Create a Product for Gift card

2.Define this product in Retail parameters/Posting/Gift Card

3.Gift card Company should be defined, Gift card policies can be used if required.

4.Configuration of Gift card default policies & Policy sets are based on your requirement.

5. To use this in POS , Add Issue Gift Card / Pay Gift card & Gift card Balance buttons in the respective screen layout.

6. Configure Gift card as a Payment method, Assign this payment method to the respective stores/Payment methods.

7. Schedule relevant jobs to update the Store server. 

However, when trying to issue a gift card from POS, I get the below error:

"Tender information is unavailable. Check the program's tender setup"

Gift-card-error.jpg

Please could somebody tell what step I have missed in the gift card setup.

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  • Verified answer
    vivo88 Profile Picture
    vivo88 1,066 on at
    RE: Gift card setup

    In order to add amount to Gift card through Retail POS, follow the below steps:

    Add a new button in Retail POS - > 

    g4.jpg

    Select the operation - > Add to Gift Card

    g2.jpg

    Enter the Gift card number and Amount 

    g3.jpg

    This will now show as an item in your cart in Retail POS and you can pay the amount through your any of your payment methods:

    g4.jpg

    After that you can check your Gift Card balance to ensure that the amount has been added:

    g5.jpg 

    If anybody else is having any problems with  adding amount to Gift Card through Retail POS, I hope this would help them out.

  • Verified answer
    vivo88 Profile Picture
    vivo88 1,066 on at
    RE: Gift card setup

    I also faced problems while adding amount to Gift card through AX.

    The below steps really helped in solving my problem:

    I want to add amount to my Gift Card in legal entity USRT. I use menu “Add amount” in “Call Center > Journals > Payment management > Gift cards”.

    gift8.jpg

    I filled “Gift card number”, “Amount to add”, and “Customer”. Then click “Payments” in “Add to gift card balance” form.

    gift2.jpg

    In “Customer Payments” form, I click “Add” then “Payment” form is appeared. I got issue that there is no payment method when I want to lookup “Payment method”.

    gift3.jpg

    I tried to right click on “Payment method” then click “View Details” to open “Payment methods” form. I tried to create a new payment method. But, when I tried to save record, I got warning error “Field ‘Channel’ must be filled in”. Then, I cancel this process.

    gift4.jpg

    So, my friend told me to check “Call centers” in “Retail > Common > Retail channels > Call centers”.

    gift5.jpg

    Then, check “Channel users”. Ohh this is the cause of issue about no payment method in “Customer Payments” form. My current user (AXAOSAdm) is not registered to “Channel users” yet. So, I create a new record in “Channel users” and add my current user (AXAOSAdm).

    gift6.jpg

    Yes, now I can lookup “Payment method” when add customer payments.

    gift7.jpg

    Then, I can enter customer payment information.

    gift8.jpg

    After that, I close “Customer Payments” form and click “OK” in “Add to gift card balance” form. Then, system will post the invoice and give us information “Invoice USRT-000004 has been posted”.

    If anybody else is having any problems with  adding amount to Gift Card through AX, I hope this would help them out.

  • Verified answer
    vivo88 Profile Picture
    vivo88 1,066 on at
    RE: Gift card setup

    Turns out I follow my steps once again and it worked perfectly and I solved the problem myself.

    anyways below are the screen shots for all steps I followed:

    Product creation gift card as a service:

    pay-gift-card.jpg

    Retail Parameters - 

    retail-parameters.jpg

    Payment method - 

    3426.payment-method.jpg

    Card setup -

    card-setup.jpg

    Run jobs -

    6087.all-jobs.jpg

    Issue gift card from Retail POS - 

    issue-gift-card.jpg

    Check balance - 

    check-balance.jpg

    Pay for item with gift card - 

    pay-gift-card.jpg

    Check remaining balance in Gift card -

    Remaining-balance.jpg

    If anybody else is having any problems with setting up and using gift cards in Retail POS, I hope this would help them out.

  • Ranjeetrai Profile Picture
    Ranjeetrai 70 on at
    RE: Gift card setup AX 2012 R3

    HI vickram,

    can you attach the screen shot of all the set ups from product creation to running job.

  • vivo88 Profile Picture
    vivo88 1,066 on at
    RE: Gift card setup AX 2012 R3

    I'm still facing the same problem, even after re-checking the steps.

    Hoping somebody can help me out here.

  • vivo88 Profile Picture
    vivo88 1,066 on at
    RE: Gift card setup AX 2012 R3

    I am still unable to figure why I can't issue gift cards from Retail POS

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