2.1Connecting POSIM EVO to GCLink
In order for POSIM EVO to connect with GCLink, the GCLink account information must be entered into EVO’s General Preferences.
1
From the POSIM Navigator, go to Administration > General Preferences > Gift Cards.
2
Check the box next to “Use Multi-Store Gift Cards. ”
Figure 2-1Screen Shot 2017-07-12 at 4.34.00 PM
GC-Link Store ID: Each store location will have a unique "Store ID" which is used to identify the store location for all gift card transactions purchased and redeemed.
GC-Link URL: The default URL for GCLink should be set to http://gclink.posim.com/transact.php
GC-Link User: The username is created during the initial setup of the GC Link account. The username will be the same for all store locations and is used to connect to GC Link and login to GC Link reports. See 3.4 Gift Card Reporting
for further details on reporting.
3
Enter the Store ID and Username into the preference window.
Figure 2-2Screen Shot 2017-07-12 at 4.15.15 PM
4
Next, click on "Set Password" and enter the GC Link password.
Figure 2-3Screen Shot 2017-07-14 at 11.26.55 AM
Figure 2-4Screen Shot 2017-07-13 at 9.44.12 AM
5
Once the Store ID, Username and Password have been entered, press the "Test" button.
Figure 2-5Screen Shot 2017-07-14 at 11.26.55 AM
A test connection to GC Link will be performed and if the information provided is accurate, then EVO will be able to successfully connect.
Figure 2-6Screen Shot 2017-07-13 at 9.45.13 AM
2.2Setting Up Gift Cards
Gift card SKUs must be created before gift cards can be sold. These gift card SKU's will be entered on an invoice to sell gift cards, similar to the way that an item SKU is entered on an invoice to sell an item. See http://posim.com:1975/evo#d210057eade88925 for further details on setting up Gift Card SKU's.
Enter the following information to complete gift card setup:
SKU - The SKU is a unique identifier which is used to sell gift cards on an invoice. Examples: GC, GC25, GC50, etc.
Description - Provide a brief description of the gift card. The description will appear on the receipt/invoice when a gift card is sold. Example: $25 Gift Card.
Amount - Enter the gift card amount for each gift card SKU. Setting up a gift card with an amount of $0.00 is considered a "flex amount" and will prompt the sales clerk to enter the amount of the gift card at the time of sale. Whereas setting up a gift card with a specific amount will create pre-defined gift card amounts that are automatic at the time of sale. Example: If GC25 is setup with the "Amount" of $25.00, when GC25 is entered on an invoice, the gift card amount will automatically will be set to $25.00.
Figure 2-7Screen Shot 2017-07-13 at 9.58.26 AM
Once gift card preferences are complete, select "Okay" to save and close the preference window. Gift cards are now ready to be sold within the system.
Figure 2-8Screen Shot 2017-07-17 at 11.53.13 AM
2.3Enabling Gift Card Payments
The "Gift Card" payment method must be enabled in General Preferences in order to accept gift cards as a form of payment.
1
To change the payment options, go to General Preferences > Invoice > Postings & Payments > Payment Options.
Figure 2-9Screen Shot 2017-07-20 at 12.22.10 PM
2
Mark the checkbox next to "Gift Card" to enable gift cards as an approved payment option.
Figure 2-10Screen Shot 2017-07-20 at 12.24.17 PM
3
Select "Save & Close" to save the changes and close the preference window.
Figure 2-11Screen Shot 2017-07-20 at 12.24.17 PM