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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Gift Cards/ Vouchers
Microsoft Dynamics RMS (Archived)

Gift Cards/ Vouchers

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Posted on by Chris G 50

I want to be able to create gift/cash cards/vouchers for customers who want to add money to their card to take care of their purchases over a week period.

I am able to create the cards in the manager portion and then sell them to the customer with the amount they want on the card. 

My question is after they use the money on that gift card can I add money back to the card or will I have to issue a new card.

Thanks

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I have the same question (0)
  • Peter Matogo Profile Picture
    Peter Matogo 475 on at

    Hello Chris,

    All gift vouchers have a unique serial number associated with them. RMS uses this serial number to track the value of the voucher as it used in the system. Therefore, once the amount has been exhausted, the customer will be forced to purchase a new one.

    Peter.

  • Dave Durrenberger Profile Picture
    Dave Durrenberger 1,622 on at

    Chris,

    You can add to an already sold Gift Card.

    On the POS screen Press Ctrl+Shift+F3 keys to open the Voucher Details window.  Type or scan the Gift Card/Certificate number and then click Find.   Write down the current balance, click OK, and then click OK again to get back to the main POS screen. In this example, we'll say the balance is 35.00.  Type, scan or use F2: Lookup to enter the Item Lookup Code for your Gift Card/Certificate item.  Enter the Gift Card/Certificate number. Click Yes to continue when you receive the warning message that the serial number has already been sold.  For the price, enter the amount they want to add to the Gift Card plus the current balance. For example, if they want to add $50.00 to the Gift Card you would enter $85.00 for the price ($50.00 + $35.00). F12: Tender.  On the Gift Card line enter the original amount that was on the Gift Card. In this example it would be $35.00. Enter the amount that they are adding to the card in the appropriate Tender. In this example, $50.00 on the cash line if they are paying with cash.  Click OK to process the transaction.
    To verify that the adjustment was made correctly, press CTRL+SHIFT+F3, and then enter the Gift Certificate number. There will be 2 Gift Cards listed. One will show a balance of $0; and the other will show the correct value, in this example $85.00.

  • Chris G Profile Picture
    Chris G 50 on at

     Dave,

    Thanks for your help. I knew if the card was zeroed out I could reload it, your solution of using the remaining gc balance as tender for the sale will work.  Thanks again.

     

  • Mohan Nalla Profile Picture
    Mohan Nalla 60 on at

    Hi ,

    I have one question. In the case of mutli store environment. If one rms store issues the gift certificate ,can these gift certificates redeemable at another stores. I mean will the gift card balance  avalibale in HQ database.How to transfer the gift card serial number to HQ so that all rms stores can process transactions.

     

  • Fernando España Profile Picture
    Fernando España 362 on at

    no is not possible, only works in the original store, we have an add-on for multi-stores giftcard/voucher www.solucionessimples.net

  • Pandayan IT Profile Picture
    Pandayan IT 330 on at

    Mabuhay!

    Hoe about adding serial number on the voucher, everytime I configure the Items Gift Check and add the serials I always get  this error 450

    Wrong number of arguments or invalid  property assignment

    I cant add now and use item as a voucher.

    Thanks,

    Chris

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