Cayan Genius Installation und Einrichtung - Seite 4
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Technical Notes (Continued):
Setting up Gift Card Functions (Issue, Reload, and Balance Inquiry, Redeem)
Keystroke POS now supports Issuing, Reloading, Balance Inquiry, and Redeeming of Gift Cards through the "Customer-
Facing" Genius device. Keystroke also allows the clerk to manually enter gift cads on the computer keyboard (added in
version 8.00.46). You no longer have to use KeyPay or have a separate mag-stripe reader for these functions.
1) Add a payment type for Gift Card in Configuration Manager, under Tables, Sales Payment Types. Adding a
second payment type like "Return To Gift Card" is optional but may help when issuing a gift card on a return.
2) Create Inventory Items in Keystroke POS for Issue, Reload, and Balance Inquiry.
- Use "Token Values" (i.e. $&$) in the descriptions of items to help with printed invoices/receipts.
Examples of Item Descriptions:
GIFT CARD ISSUE $&$
GIFT CARD BALANCE
GIFT CARD RELOAD $&$
- Put an "&" in the Product Code field
- Mark items as Service Items
- Set the items cost and price to $0.00
- Set the items to Non-Taxable.
- Add "Balance: $&#" in the Inventory Comment by hitting Shift-Enter on the item.
3) Setup Gift Card Triggers in Configuration Manager, under Tables, Gift Cards... If prompted, allow Keystroke to
create the default Gift Card Triggers.
4) Disable the Authorization Methods by setting the Default (Ctrl-F7) Auth Method to None.
Once saved, the program will prompts you to change all triggers. Answer YES to change all triggers to none.
5) You are now ready to test the triggers in Sales Manager. Enter any one of the line items added above, and the
Genius will prompt you to swipe the gift card.
6) When you are ready to pay using a gift card, just use the Selected by Customer payment type.
Gratuity Setup in Keystroke POS for the Cayan Genius.
First, contact Cayan and have them turn on the Default Values for Gratuity. You will need to know Serial Number on each
Genius device. They will turn it on for you. You will have to restart the Genius device to take effect.
In Keystroke POS, setup a new Payment type in Configuration Manager, Tables, Sales Payment types:
-
Give it a name of Gratuity (or similar like Tips, etc.)
-
Make it available on Sales Transaction
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Make sure there is no Authorization Method attached to it
On each and every Credit Card Payment type, you will now see a Gratuity Button on the lower right. Use this button and
set all Credit Card payment types to Gratuity. The customer can select a % amount or select Other Amount.
9/26/2019
Specialized Business Solutions
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