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Microsoft Dynamics RMS (Archived)

Several Gift Card Questions

Posted on by Microsoft Employee

We are using Microsoft Dynamics RMS 2.0.0105 for over 2 years now, and have never quite gotten the Gift Cards to work quite the way we want.  We are using MercuryPay as our Credit Card and GC Processor, but may be switching soon to PNC Bank, and there are some question we have before making the switch.

1.) PNC Bank tells me they likely cannot read our existing GC's.  If we switch, what happens to the old cards?  I do not know how to generate a report detailing for me what GC's are outstanding still, and how much Store Credit they have on them.  I would not mind creating the report, exporting it into Excel, and simply checking them off as people turn them in.

2.) Currently, we have to use two different SKU's for our GC sales.  GC is for selling new, never before issued GC's, and GCR is for RELOADING previously sold GC's... EVEN if the Gift Card is currently empty.  Is that always the case?  Itseems to me that if the GC is empty, we should just be able to use the GC SKU.  Do we even need both SKU's?

3.) When someone redeems a Gift Card, we have to look up the Gift Card balance first (via a Custom POS Button we had made for us) before swiping the card.  If we did not do so, and the sale amount is greater than the GC amount, the GC comes up declined.  I would think that for our own company GC's, the software should allow us to simply scan the card, remove the appropriate amount of credit from the card, and if there is a remaining balance due, the customer would then offer another tender (or yet another GC).

4.) When a GC is redeemed, is there a way for the receipt to show the remaining balance left on the GC?

I have other questions not related to GCs, but I will post those in a different thread.

Thank you in advance for any help!

Robert Placer - Owner
Family Fun Hobbies, L.L.C.
731 Highway 33
Hamilton, NJ 08619
(609) 838-2049
www.familyfunhobbies.com

*This post is locked for comments

  • Ryan Sakry Profile Picture
    Ryan Sakry 3,425 on at
    Re: Several Gift Card Questions

    Robert,

    Are you using RMS Vouchers?  If not then RMS does not really play  much into how this is playing out for you.  If you are using Mercury Pay, are you using the Retail Realms module for processing cards to Mercury or some other plug-in?  From what I hear the RR module is a bit more slick than that. Also if you are using Mercury, to get a list of cards and balances, you will have to contact them directly as RMS will not track this unless you are using built-in vouchers.

    I know our RITE Gift gift card plug-in for RMS allows you to sell and recharge gift cards with a single item, redeem with a single tender, prompts the cashier with a proper balance if they try to redeem for too much, prints out balances on receipts and provides reports of cards and balances, so I certainly it is possible to do with the system!

    I am sorry to say that I think your questions may be better suited for Mercury and/or PNC if their gift card solutions offer these features through RMS.

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