{"id":16713,"date":"2018-11-13T09:44:04","date_gmt":"2018-11-13T09:44:04","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=16713"},"modified":"2019-09-27T13:10:01","modified_gmt":"2019-09-27T13:10:01","slug":"4-31-gift-certificates-sales-and-redemption-implementation","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/4-31-gift-certificates-sales-and-redemption-implementation\/","title":{"rendered":"4.31. Gift Certificates Sales and Redemption Implementation"},"content":{"rendered":"

In this document, it will be explained how to apply Gift Certificate Implementation.<\/p>\n

 <\/p>\n

How It Works?<\/strong><\/span><\/p>\n

You can either scan the barcode via barcode reader or enter the number of Gift Certificate manually into numberpad. Also you can click on Select Gift Certificate button and enter its number manually into search field.<\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

1. Adding Necessary Components<\/strong><\/span><\/p>\n

1.1. Adding GC Product<\/p>\n

1.2. Adding GC Product into Menu<\/p>\n

1.3. Adding Account Types<\/p>\n

1.4. Adding Accounts<\/p>\n

1.5. Adding Account Screens<\/p>\n

1.6. Adding Transaction Types<\/p>\n

1.7. Adding Document Types<\/p>\n

1.8. Adding Payment Type<\/p>\n

1.9. Adding Entity States<\/p>\n

1.10. Adding Entity Type<\/p>\n

1.11. Adding Entities<\/p>\n

1.12. Adding Entity Screens<\/p>\n

1.13. Editing Ticket Type<\/p>\n

1.14. Adding Ticket Tags<\/p>\n

1.15. Adding Printing Template<\/p>\n

1.16. Adding Print Job<\/p>\n

 <\/p>\n

2. Adding Actions<\/strong><\/span><\/p>\n

2.1. Adding Display Ticket Action<\/p>\n

2.2. Adding Account Transaction Document Action-Purchase<\/p>\n

2.3. Adding Account Transaction Document Action-Redeem<\/p>\n

2.4. Adding Update Order Transaction Type Action<\/p>\n

2.5. Adding Update Order State Action<\/p>\n

2.6. Adding Create Entity Action<\/p>\n

2.7. Adding Print Account Transaction Document Action<\/p>\n

2.8. Adding Update Entity Data Action- Balance<\/p>\n

2.9. Adding Update Entity State Action<\/p>\n

2.10. Adding Add Line to Text File Action<\/p>\n

2.11. Update Ticket Tag Action-GCN<\/p>\n

2.12. Update Ticket Tag Action-GCB<\/p>\n

2.13. Search and Select Entity via Numberpad Action<\/p>\n

2.14. Change Entity to Invalid Action<\/p>\n

 <\/p>\n

3. Adding Rules<\/strong><\/span><\/p>\n

3.1. Adding Order Added to Ticket Rule<\/p>\n

3.2. Adding Update Order States Before Ticket Closing Rule<\/p>\n

3.3. Adding Order States Updated Purchased and Printed Rule<\/p>\n

3.4. Adding Select Numpad Rule<\/p>\n

3.5. Adding Redeeming GC Rule<\/p>\n

 <\/p>\n

1. Adding Necessary Components<\/strong><\/span><\/p>\n

1.1. Adding GC Product<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Products > Product List ><\/strong> here click on Add Product.<\/strong><\/p>\n

\"\"<\/a>\"\" \"\"<\/p>\n

Product Name:<\/strong> Gift Certificate<\/p>\n

Group Code:<\/strong> Gift Certificates<\/p>\n

Portion:<\/strong> Normal<\/p>\n

Multiplier:<\/strong> 1<\/p>\n

Price:<\/strong> 0,00<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.2. Adding GC Product into Menu<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Products > Menu List > Menu ><\/strong> here click on Add Missing Categories <\/strong>and\u00a0<\/strong>accept the confirmation.<\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.3. Adding Account Types<\/strong><\/span><\/p>\n

1.3.1. Adding GC Accounts<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Account Types ><\/strong> here click on Add Account Type.<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> GC Accounts<\/p>\n

Filter Type:<\/strong> All<\/p>\n

Rules:<\/strong> Credit<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.3.2. Adding GC Balances<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Account Types ><\/strong> here click on Add Account Type.<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> GC Balances<\/p>\n

Filter Type:<\/strong> All<\/p>\n

Rules:<\/strong>\u00a0Default<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.4. Adding Accounts<\/strong><\/span><\/p>\n

1.4.1. Adding Purchases Account<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Accounts ><\/strong> here click on Add Account.<\/strong><\/p>\n

\"\"<\/p>\n

Account Name:<\/strong> GC Purchases<\/p>\n

Account Type:<\/strong> GC Balances<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.4.2. Adding\u00a0Redemptions Account<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Accounts ><\/strong> here click on Add Account.<\/strong><\/p>\n

\"\"<\/p>\n

Account Name:<\/strong> GC Redemptions<\/p>\n

Account Type:<\/strong> GC Balances<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.4.3. Adding\u00a0Funds Account<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Accounts ><\/strong> here click on Add Account.<\/strong><\/p>\n

\"\"<\/p>\n

Account Name:<\/strong> GC Funds<\/p>\n

Account Type:<\/strong>\u00a0Payment Accounts<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.4.4. Adding ZZGC2000 Account<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Accounts ><\/strong> here click on Add Account.<\/strong><\/p>\n

\"\"<\/p>\n

Account Name:<\/strong> ZZGC2000<\/p>\n

Account Type:<\/strong>\u00a0GC Accounts<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.5. Adding \/ Editing Account Screens<\/strong><\/span><\/p>\n

1.5.1. Adding Gift Certificate Account Screen<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Account Screens ><\/strong> here click on Add Account Screen.<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> Gift Certificates<\/p>\n

Filter Type:<\/strong> All<\/p>\n

Display As Tree:<\/strong> Should be selected.<\/p>\n

Account Type:<\/strong> Add GC Balances<\/strong> and GC Accounts<\/strong> into Selected Account Types<\/strong> section by clicking on Select<\/strong> button and check the boxes as shown in the above image.<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.5.2. Editing General Account Screen<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Account Screens ><\/strong> here click on General Account Screen.<\/strong><\/p>\n

\"\"<\/p>\n

Filter Type:<\/strong> Work Period<\/p>\n

Display As Tree:<\/strong> Should be selected.<\/p>\n

Account Type:<\/strong> Add GC Balances<\/strong> and GC Accounts<\/strong> into Selected Account Types<\/strong> section by clicking on Select<\/strong> button and check the boxes as shown in the above image.<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.6. Adding Transaction Types<\/strong><\/span><\/p>\n

1.6.1. Adding GC Credit Transaction Type<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Transaction Types ><\/strong> here click on Add\u00a0Transaction Type.<\/strong><\/p>\n

\"\"<\/p>\n

Account Transaction Type Name:<\/strong>\u00a0GC Credit Transaction<\/p>\n

Source Account Type (Debit):<\/strong>\u00a0GC Accounts<\/p>\n

Target Account Type (Credit):<\/strong>\u00a0Payment Accounts<\/p>\n

Default Source Account:<\/strong> Blank<\/p>\n

Default Target Account:<\/strong> GC Funds<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.6.2. Adding GC Debit Transaction Type<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Transaction Types ><\/strong> here click on Add\u00a0Transaction Type.<\/strong><\/p>\n

\"\"<\/p>\n

Account Transaction Type Name:<\/strong> GC Debit Transaction<\/p>\n

Source Account Type (Debit):<\/strong> Payment Accounts<\/p>\n

Target Account Type (Credit):<\/strong> GC Balances<\/p>\n

Default Source Account:<\/strong> GC Funds<\/p>\n

Default Target Account:<\/strong> GC Redemptions<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.6.3. Adding GC Purchase Transaction Type<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Transaction Types ><\/strong> here click on Add\u00a0Transaction Type.<\/strong><\/p>\n

\"\"<\/p>\n

Account Transaction Type Name:<\/strong> GC Purchase Transaction<\/p>\n

Source Account Type (Debit):<\/strong> GC Balances<\/p>\n

Target Account Type (Credit):<\/strong> Receivable Accounts<\/p>\n

Default Source Account:<\/strong> GC Purchases<\/p>\n

Default Target Account:<\/strong> Receivables<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.6.4. Adding GC Redemptions Transaction Type<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Transaction Types ><\/strong> here click on Add\u00a0Transaction Type.<\/strong><\/p>\n

\"\"<\/p>\n

Account Transaction Type Name:<\/strong> GC Redemptions Transaction<\/p>\n

Source Account Type (Debit):<\/strong> Receivable Accounts<\/p>\n

Target Account Type (Credit):<\/strong> GC Accounts<\/p>\n

Default Source Account:<\/strong> Receivables<\/p>\n

Default Target Account:<\/strong>\u00a0Blank<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

NOTE: At this point, you need to restart SambaPOS V5 Pro.<\/strong><\/span><\/p>\n

 <\/p>\n

1.7. Adding Document Types<\/strong><\/span><\/p>\n

1.7.1. Adding\u00a0GC Purchase Document Type<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Document Types ><\/strong> here click on Add Document Type.<\/strong><\/p>\n

General Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong>\u00a0GC Purchase Doc<\/p>\n

Button Color:<\/strong> Purple<\/p>\n

Account Type:<\/strong> GC Accounts<\/p>\n

Document Type:<\/strong> Add GC Credit Transaction by clicking on Add Account Transaction Type<\/p>\n

Mappings Section;<\/strong><\/p>\n

Add a row by clicking on Add<\/strong> button and configure settings as shown in the image below.<\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.7.2. Adding GC Redemption Document Type<\/strong><\/p>\n

Go to Main Menu > Manage > Accounts > Document Types ><\/strong> here click on Add Document Type.<\/strong><\/p>\n

General Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> GC Redemption Doc<\/p>\n

Button Color:<\/strong> Purple<\/p>\n

Account Type:<\/strong> GC Balances<\/p>\n

Document Type:<\/strong> Add GC Debit Transaction by clicking on Add Account Transaction Type<\/p>\n

Mappings Section;<\/strong><\/p>\n

Add a row by clicking on Add<\/strong> button and configure settings as shown in the image below.<\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.8. Adding Gift Certificate Payment Type<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Tickets > Payment Types ><\/strong> here click on Add Payment Type.<\/strong><\/p>\n

General Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

Template Name:<\/strong>\u00a0Gift Certificate<\/p>\n

Account Transaction Type:<\/strong> GC Redemptions Transaction<\/p>\n

Button Color:<\/strong> Purple<\/p>\n

Mappings Section;<\/strong><\/p>\n

Add a row by clicking on Add<\/strong> button and configure settings as shown in the image below.<\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.9. Adding Entity States<\/strong><\/span><\/p>\n

1.9.1. Adding Purchased Entity State<\/strong><\/p>\n

Go to Main Menu > Manage > Settings > States ><\/strong> here click on Add State.<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> Purchased<\/p>\n

State Name:<\/strong> GCStatus<\/p>\n

State Type:<\/strong> Entity State<\/p>\n

Color:<\/strong> LightGreen<\/p>\n

Show on End of Day Report:<\/strong> Must be selected.<\/p>\n

Show on Product Report:<\/strong>\u00a0Must be selected.<\/p>\n

Show on Ticket:\u00a0<\/strong>Must be selected.<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.9.2. Adding Redeemed Entity State<\/strong><\/p>\n

Go to Main Menu > Manage > Settings > States ><\/strong> here click on Add State.<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> Redeemed<\/p>\n

State Name:<\/strong> GCStatus<\/p>\n

State Type:<\/strong> Entity State<\/p>\n

Color:<\/strong> DarkRed<\/p>\n

Show on End of Day Report:<\/strong> Must be selected.<\/p>\n

Show on Product Report:<\/strong>\u00a0Must be selected.<\/p>\n

Show on Ticket:\u00a0<\/strong>Must be selected.<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.10. Adding Gift Certificate Entity Type<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Entities > Entity Types ><\/strong> here click on Add Entity Type.<\/strong><\/p>\n

General Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> Gift Certificates<\/p>\n

Entity Name:<\/strong> Gift Certificate<\/p>\n

Custom Fields Section;<\/strong><\/p>\n

\"\"<\/p>\n

Add two Custom Fields<\/strong> by clicking on Add Custom Field<\/strong> and configure the settings as shown above image.<\/p>\n

Accounting Section;<\/strong><\/p>\n

\"\"<\/p>\n

Account Type:<\/strong> GC Accounts<\/p>\n

Account Template Name:<\/strong> [Name]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.11. Adding GC Dummy ZZGC2000 Entity<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Entities > Entities ><\/strong> here click on Add Entity.<\/strong><\/p>\n

\"\"<\/p>\n

Entity Type:<\/strong> Gift Certificate<\/p>\n

Name:<\/strong> ZZGC2000<\/p>\n

GC Balance:<\/strong> 0<\/p>\n

Account:<\/strong> ZZGC2000<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.12. Adding Entity Screen<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Entities > Entity Screens ><\/strong> here click on Add Entity Screen.<\/strong><\/p>\n

General Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong>\u00a0Gift Certificates<\/p>\n

Ticket Type:<\/strong> Ticket<\/p>\n

View Mode:<\/strong> Search<\/p>\n

Appearance Section;<\/strong><\/p>\n

\"\"<\/p>\n

Background Color:<\/strong> Purple<\/p>\n

Entity List Section;<\/strong><\/p>\n

\"\"<\/p>\n

Entity Type:<\/strong>\u00a0Gift Certificates<\/p>\n

State Filter:<\/strong> Purchased<\/p>\n

Mappings Section;<\/strong><\/p>\n

Add a row by clicking on Add<\/strong> button and configure settings as shown in the image below.<\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.13. Editing Ticket Type<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Tickets > Ticket Types > Ticket ><\/strong> here move Gift Certificate Entity Type<\/strong> into Selected Entity Types List.<\/strong><\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.14. Adding Ticket Tags<\/strong><\/span><\/p>\n

1.14.1. Adding Gift Certificate Name (GCN) Ticket Tag<\/strong><\/p>\n

Go to Main Menu > Manage > Tickets > Ticket Tags >\u00a0<\/strong>here click on\u00a0Add Ticket Tag.<\/strong><\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.14.2. Adding Gift Certificate Balance (GCB) Ticket Tag<\/strong><\/p>\n

Go to Main Menu > Manage > Tickets > Ticket Tags >\u00a0<\/strong>here click on\u00a0Add Ticket Tag.<\/strong><\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.15. Adding Printing Template<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Printing > Printer Templates ><\/strong> here click on\u00a0Add Printer Template.<\/strong><\/p>\n

\"\"<\/p>\n

Template Name:<\/strong> GC Template<\/p>\n

Merge Lines:\u00a0<\/strong>Don’t Merge<\/p>\n

Copy below code group and paste it into\u00a0Template\u00a0<\/strong>field;<\/p>\n\n\n\n
[LAYOUT]<\/code>
\n-- General layout
\n<EB>
\n<T>SambaPOS CAFE
\n<DB>
\n<J00>Date \/ Time:{DATE} {TIME}
\n<EB>
\n<C01>GIFT CERTIFICATE
\n<DB>
\n<L>
\n{TRANSACTIONS}
\n<C>NO CASH VALUE
\n<F>*
\n[TRANSACTIONS]
\n<C11>{AMOUNT}
\n<L>
\n<F>-
\n<EC>
\n-- <QR>{SOURCE ACCOUNT}
\n<BAR>{SOURCE ACCOUNT}
\n<EL>
\n<J00>TOTAL: | {AMOUNT}
\n<F>=<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

\"\"<\/p>\n

When you purchase the Gift Certificate product, printer will give you a paper like above.<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.16. Adding Print Job<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Printing > Print Jobs ><\/strong> here click on\u00a0Add Print Job<\/strong>.<\/strong><\/p>\n

\"\"<\/p>\n

Print Job Name:<\/strong> Print GC<\/p>\n

Printing Content:\u00a0<\/strong>All Lines<\/p>\n

Printer:<\/strong> Ticket Printer<\/p>\n

Printer Template:<\/strong> GC Template<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2. Adding Actions<\/strong><\/span><\/p>\n

2.1. Adding Display Ticket Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong> GC-Display Ticket<\/p>\n

Action Type:<\/strong> Display Ticket<\/p>\n

Ticket Id:<\/strong>\u00a0[:TicketId]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.2. Adding Account Transaction Document Action-Purchase<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Purchase<\/p>\n

Action Type:\u00a0<\/strong>Create Account Transaction Document<\/p>\n

Parameters:<\/strong><\/p>\n

Account Transaction Document Name:<\/strong>\u00a0GC Purchase Doc<\/p>\n

Account Name:<\/strong> [:Account Name]<\/p>\n

Description:<\/strong>\u00a0GC Credit Account [[:CertNum]]<\/p>\n

Amount:<\/strong> [:Amount]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.3. Adding Account Transaction Document Action-Redeem<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong> GC-Redeem<\/p>\n

Action Type:\u00a0<\/strong>Create Account Transaction Document<\/p>\n

Parameters:<\/strong><\/p>\n

Account Transaction Document Name:<\/strong> GC Redemption Doc<\/p>\n

Account Name:<\/strong> [:Account Name]<\/p>\n

Description:<\/strong> GC Debit Account [[:CertNum]]<\/p>\n

Amount:<\/strong> [:Amount]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.4. Adding Update Order Transaction Type Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Update Transaction Type<\/p>\n

Action Type:\u00a0<\/strong>Update Order<\/p>\n

Account Transaction Type:\u00a0<\/strong>GC Purchase Transaction<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.5. Adding Update Order State Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Update Order State<\/p>\n

Action Type:<\/strong>\u00a0Update Order State<\/p>\n

Parameters:<\/strong><\/p>\n

State Name:<\/strong>\u00a0Certificate<\/p>\n

Group Order:<\/strong>\u00a03<\/p>\n

Current State:<\/strong>\u00a0[:Current State]<\/p>\n

State:\u00a0<\/strong>[:State]<\/p>\n

State Order:<\/strong> 3<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.6. Adding Create Entity Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Create Entity<\/p>\n

Action Type:<\/strong>\u00a0Create Entity<\/p>\n

Entity Type Name:\u00a0<\/strong>Gift Certificates<\/p>\n

Entity Name:<\/strong>\u00a0GC[:Certificate Number]<\/p>\n

Create Account:\u00a0<\/strong>True<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.7. Adding Print Account Transaction Document Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:\u00a0<\/strong>GC-Print<\/p>\n

Action Type:\u00a0<\/strong>Print Account Transaction Document<\/p>\n

Parameters:<\/strong><\/p>\n

Document Id:\u00a0<\/strong>[:DocumentId]<\/p>\n

Printer Name:<\/strong>\u00a0Ticket Printer<\/p>\n

Printer Template Name:<\/strong>\u00a0GC Template<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.8. Adding Update Entity Data Action-Balance<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Balance Update Entity Data<\/p>\n

Action Type:<\/strong>\u00a0Update Entity Data<\/p>\n

Parameters:<\/strong><\/p>\n

Entity Type Name:\u00a0<\/strong>Gift Certificates<\/p>\n

Entity Name:<\/strong>\u00a0[:CertNum]<\/p>\n

Field Name:\u00a0<\/strong>GCBalance<\/p>\n

Field Value:<\/strong>\u00a0[:Bal]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.9. Adding Update Entity State Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:\u00a0<\/strong>GC-Update Entity State GCStatus<\/p>\n

Action Type:<\/strong>\u00a0Update Entity State<\/p>\n

Parameters:<\/strong><\/p>\n

Entity Type Name:<\/strong>\u00a0Gift Certificates<\/p>\n

Entity Name:<\/strong>\u00a0[:CertNum]<\/p>\n

Entity State Name:<\/strong>\u00a0GCStatus<\/p>\n

Current State:\u00a0<\/strong>[:Current GCStatus]<\/p>\n

Entity State:<\/strong>\u00a0[:New GCStatus]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.10. Adding Add Line to Text File Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Add Line to Text File<\/p>\n

Action Type:<\/strong>\u00a0Add Line to Text File<\/p>\n

File Path:<\/strong>\u00a0C:\\D\\Programs\\POS\\SALES\\GC\\Gift_Certificates_Transactions.txt<\/p>\n

Text:<\/strong>\u00a0[:sometext]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.11. Update Ticket Tag Action-GCN<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Update Ticket Tags GCN<\/p>\n

Action Type:\u00a0<\/strong>Update Ticket Tag<\/p>\n

Parameters:<\/strong><\/p>\n

Tag Name:<\/strong>\u00a0GCN<\/p>\n

Tag Value:<\/strong> [:GCN]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.12. Update Ticket Tag Action-GCB<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Update Ticket Tags GCB<\/p>\n

Action Type:\u00a0<\/strong>Update Ticket Tag<\/p>\n

Parameters:<\/strong><\/p>\n

Tag Name:<\/strong>\u00a0GCB<\/p>\n

Tag Value:<\/strong> [:GCB]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.13. Search and Select Entity via Numberpad Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Select NUMPAD<\/p>\n

Action Type:\u00a0<\/strong>Change Ticket Entity<\/p>\n

Parameters:<\/strong><\/p>\n

Can Create Ticket:<\/strong> True<\/p>\n

Entity Type Name:\u00a0<\/strong>Gift Certificates<\/p>\n

Entity Name:\u00a0<\/strong>[:SearchValue]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.14. Change Entity to Invalid Action<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> here click on Add Action.<\/strong><\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0GC-Entity Change to Invalid<\/p>\n

Action Type:\u00a0<\/strong>Change Ticket Entity<\/p>\n

Parameters:<\/strong><\/p>\n

Can Create Ticket:<\/strong>\u00a0False<\/p>\n

Entity Type Name:\u00a0<\/strong>Gift Certificates<\/p>\n

Entity Name:<\/strong>\u00a0ZZGC2000<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3. Adding Rules<\/strong><\/span><\/p>\n

3.1. Adding Order Added to Ticket Rule<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> here click on Add Rule.<\/strong><\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong>\u00a0GC-Update New<\/p>\n

Event Name:<\/strong>\u00a0Order Added to Ticket<\/p>\n

Execute Rule If:<\/strong> Matches<\/p>\n

Add Custom Constraint:<\/strong><\/p>\n

Menu Item Group Code|Equals|Gift Certificates<\/p>\n

Select Actions:<\/strong><\/p>\n

Action-1:<\/strong> GC-Update Order State<\/p>\n

State:<\/strong> Ordered<\/p>\n

Action-2:<\/strong> Update Order Gift State<\/p>\n

State:<\/strong> Locked<\/p>\n

Action-3:<\/strong> GC-Update Transaction Type<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.2. Adding Update Order States Before Ticket Closing Rule<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> here click on Add Rule.<\/strong><\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong>\u00a0GC-Update Order States<\/p>\n

Event Name:<\/strong>\u00a0Before Ticket Closing<\/p>\n

Execute Rule If:<\/strong> Matches<\/p>\n

Add Custom Constraint:<\/strong><\/p>\n

Remaining Amount|Equals|0<\/p>\n

Select Actions:<\/strong><\/p>\n

Action:<\/strong> GC-Update Order State<\/p>\n

Current State:<\/strong>\u00a0Ordered<\/p>\n

State:<\/strong> Printed<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.3. Adding Order States Updated Purchased and Printed Rule<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> here click on Add Rule.<\/strong><\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong> GC-Purchased and Printed<\/p>\n

Event Name:<\/strong>\u00a0Order State Updated<\/p>\n

Execute Rule If:<\/strong> Matches All<\/p>\n

Add Custom Constraint:<\/strong><\/p>\n

State Name|Equals|Certificate<\/p>\n

State|Equals|Printed<\/p>\n

Select Actions:<\/strong><\/p>\n

Action-1: GC-Create Entity<\/strong><\/p>\n

Certificate Number:<\/strong>[=Helper.GetUniqueString()][=Order.Price]<\/code><\/p>\n

Action-2: GC-Purchase<\/strong><\/p>\n

Account Name:<\/strong>[=Data.Get(\"AccountName\")]<\/code><\/p>\n

CertNum:<\/strong>[=Data.Get(\"AccountName\")]<\/code><\/p>\n

Amount:<\/strong>[=Order.Price]<\/code><\/p>\n

Action-3: GC-Print<\/strong><\/p>\n

DocumentId:<\/strong>[=Data.Get(\"DocumentId\")]<\/code><\/p>\n

Action-4: GC-Balance Update Entity Data<\/strong><\/p>\n

CertNum:<\/strong>[=Data.Get(\"AccountName\")]<\/code><\/p>\n

Bal:<\/strong>[=Order.Price]<\/code><\/p>\n

Action-5: GC-Update Entity State GCStatus<\/strong><\/p>\n

CertNum:<\/strong>[=Data.Get(\"AccountName\")]<\/code><\/p>\n

New GCStatus:\u00a0<\/strong>Purchased<\/code><\/p>\n

Action-6:<\/strong> GC-Add Line to Text File<\/strong><\/p>\n

Sometext:<\/strong>{DATE} {TIME}, [=Data.Get(\"AccountName\")] ([=Order.Price]), Purchased, Balance [=Order.Price]<\/code><\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.4. Adding Select Numpad Rule<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> here click on Add Rule.<\/strong><\/p>\n

\"\"<\/p>\n

Rule Name:\u00a0GC-Select NUMPAD<\/p>\n

Event Name:\u00a0Numberpad Value Entered<\/p>\n

Execute Rule If:<\/strong> Matches<\/p>\n

Add Custom Constraint:<\/strong><\/p>\n

Numberpad Value|Starts|GC20<\/p>\n

Select Actions:<\/strong><\/p>\n

Action-1: GC-Select NumPAD<\/strong><\/p>\n

Search Value:\u00a0<\/strong>[:NumberpadValue]<\/p>\n

Action-2: GC-Display Ticket<\/strong><\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.5. Adding Redeeming GC Rule<\/strong><\/span><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> here click on Add Rule.<\/strong><\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong>\u00a0GC-Redeemed Update GC Data<\/p>\n

Event Name:\u00a0<\/strong>Payment Processed<\/p>\n

Execute Rule If:<\/strong> Matches All<\/p>\n

Add Custom Constraint:<\/strong><\/p>\n

Payment Type Name|Equals|Gift Certificate<\/p>\n

{ENTITY NAME:Gift Certificate}|Starts|GC20<\/p>\n

[=-1*TN('{ENTITY BALANCE:Gift Certificate}')]<\/code>\u00a0|Greater|0<\/p>\n

Select Actions:<\/strong><\/p>\n

Action-1: GC-Balance Update Entity Data<\/strong><\/p>\n

CertNum:<\/strong>{ENTITY NAME:Gift Certificate}<\/code><\/p>\n

Bal:<\/strong>[=-1*TN('{ENTITY BALANCE:Gift Certificate}')-[:ProcessedAmount]]<\/code><\/p>\n

Action-2: GC-Redeem<\/strong><\/p>\n

Account Name:<\/strong>\u00a0GC Redemptions<\/p>\n

CertNum:<\/strong>\u00a0{ENTITY NAME:Gift Certificate}<\/p>\n

Amount:<\/strong>\u00a0[:ProcessedAmount]<\/p>\n

Action-3: GC-Update Entity State GCStatus<\/strong><\/p>\n

Constraint:<\/strong>[=-1*TN('{ENTITY BALANCE:Gift Certificate}')-[:ProcessedAmount]]<=0<\/code><\/p>\n

CertNum:\u00a0<\/strong>{ENTITY NAME:Gift Certificate}<\/p>\n

Current GCStatus:<\/strong>\u00a0Purchased<\/p>\n

New GCStatus:<\/strong>\u00a0Redeemed<\/p>\n

Action-4: GC-Add Line to Text File<\/strong><\/p>\n

Sometext:<\/strong>{DATE} {TIME}, {ENTITY NAME:Gift Certificate} ([=-1*TN('{ENTITY BALANCE:Gift Certificate}')]), Redeemed [:ProcessedAmount], New Balance [=-1*TN('{ENTITY BALANCE:Gift Certificate}')-[:ProcessedAmount]]<\/code><\/p>\n

Action-5: GC-Update Ticket Tags GCN<\/strong><\/p>\n

GCN:\u00a0<\/strong>{ENTITY NAME:Gift Certificate}<\/p>\n

Action-6:\u00a0GC-Update Ticket Tags GCB<\/strong><\/p>\n

GCB:<\/strong>[=-1*TN('{ENTITY BALANCE:Gift Certificate}')-[:ProcessedAmount]]<\/code><\/p>\n

Action-7: Entity Change to Invalid<\/strong><\/p>\n

Constraint:<\/strong>[=-1*TN('{ENTITY BALANCE:Gift Certificate}')-[:ProcessedAmount]]<=0<\/code><\/p>\n

Action-8: Display Payment Screen<\/strong><\/p>\n

Constraint:<\/strong>\u00a0[:RemainingAmount]>0<\/p>\n

Action-9: Close Ticket<\/strong><\/p>\n

Constraint:\u00a0<\/strong>[:RemainingAmount]<=0<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n","protected":false},"excerpt":{"rendered":"

In this document, it will be explained how to apply Gift Certificate Implementation.   How It Works? You can either scan the barcode via barcode reader or enter the number of Gift Certificate manually into numberpad. Also you can click on Select Gift Certificate button and enter its number manually into search field.     […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-16713","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16713","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=16713"}],"version-history":[{"count":43,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16713\/revisions"}],"predecessor-version":[{"id":18707,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/16713\/revisions\/18707"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=16713"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=16713"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=16713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}