1. BACK-OFFICE SETUP
2. GIFT CARD MANAGEMENT
3. USING GIFT CARDS IN THE APP
3.1 GIFT CARD CREATION PROCESS
3.2 GIFT CARD RETURN PROCESS
3.3 CHECKING GIFT CARD BALANCE
3.4 CHARGING WITH A GIFT CARD
3.5 REFUND PROCESS WITH A GIFT CARD


Gift Cards are a type of REVO product that provides customers with a solution for prepayment or for offering a gift to a family member, friend, etc.

From a tax perspective, it will be considered as a prepayment, and the corresponding invoice will be issued, taking into account the applicable tax rate for the service to be provided. Once the service is provided, a new invoice will be issued, detailing the service provided and reducing the taxable amount of the invoice by the amount specified and charged in the first invoice corresponding to the gift card.

With that said, to comply with current legislation, with Revo, we will create a gift card product, which will be delivered along with the invoice upon sale. In other words, a gift card with the selected loaded amount will be created, and the corresponding invoice will be printed upon payment and order closure. In the future, when this gift card is used, it will be reflected as a deduction of the amount in the taxable base of the invoice.

KEEP CALM! What seems complicated has been simplified with Revo RETAIL. Some steps need to be taken in the back office to ensure proper operation.


1. BACK-OFFICE SETUP

To activate the operation of gift cards, a simple step must be taken in the back office:

1. Access the back office of Revo RETAIL.

2. Click on Promotions / GIFT CARDS.

3. Finally, click on Enable.



This action creates all the necessary configurations to work with gift cards correctly. This includes:

  • A management-only product named Gift Card Use for the internal use of gift cards.

  • A new payment method named Gift Card to charge with gift cards.

  • A gift card product type to create or recharge a gift card.

    • This product will have the corresponding tax (VAT) associated with it.

    • It will also be configured as an open item to be able to add the desired amount as the value when creating or recharging a gift card.

IMPORTANT: These products will be created in a random category; if desired, they can be moved to a new one, but it is essential NOT to modify/delete the created products or the payment method. Doing so would disrupt the gift card process.


There are two options for selling gift cards:

  • We can edit the gift card product and mark it as open, modifying the value for each transaction according to the customer's preference.

  • Alternatively, we can create various gift card format products with different prices as needed. Here is an explanation of how to create the products.


2. GIFT CARD MANAGEMENT

From the Promotions / GIFT CARDS section, we can manage our gift cards.



Here is a list of all created gift cards with the following information:

  • Activated: Whether it is active or not.

  • UUID: Identifying name of the card.

  • Total: Cumulative amount loaded onto the card.

  • Balance: Remaining balance on the card.

  • Expires on: Expiry date of the card.

  • Created: Card creation date.

  • Last use: Date of the last time the card was used.

  • Customer: Customer's name, if associated with the gift card.

We can edit any of the card's fields or delete it. New cards can also be created by clicking on +New and filling in the previously described fields.


3. USING GIFT CARDS IN THE APP

Once in the application and after performing the above configurations in the back office, it is important to Synchronize in the Revo RETAIL menu r. This will update the configuration of our account.

Various actions can be performed with gift cards in Revo RETAIL:


3.1 Gift Card Creation Process:

When a customer makes an advanced payment, from Revo RETAIL, we activate a gift card and load it with the amount the customer pays us. When creating a gift card, we need to identify it with a UUID (a unique code).

1. Click on the previously created Gift Card product.

2. In the window that appears, enter a UUID, which can be any text or number, manually. You also have the option to Generate, where a UUID code will be created automatically.

IMPORTANT: If you enter an existing UUID, instead of creating the gift card, it will reload it with the added amount.

Note: Ideally, the establishment should have designed cards to hand over to the customer. These cards should be numbered, and the card number is the one that will be entered in REVO as the UUID at the time of selling and handing it over to the customer. If not, when a new gift card is activated, a ticket is printed indicating the name and amount, along with a barcode with the numbering (UUID) included.

4. Click on .

5. Next, click on the newly created gift card, and in the price, enter the amount the customer gives you. For example, €100.



6. Finally, cash out the order in cash or by card, depending on how your customer hands you the money.

7. The gift card will be created automatically, and a ticket with its corresponding barcode will be printed on the cash register printer.

Note: Hand over to the customer the gift card ticket and the corresponding invoice as proof.


3.2 Gift Card Return Process:

A customer has bought a gift card from us, but eventually decides to return it. To do this, follow these steps:

1. Click on r.

2. Click on Gift Card Return.



3. In the window that appears, enter the UUID of the card to return or scan the code.

4. Click on .

5. The Amount to refund will appear, click OK.

6. Automatically, a cash-out will be generated for the value just refunded.


3.3 Check Gift Card Balance:

When the module is activated in the back-office, and gift cards are activated in the system, a new option appears in the Revo RETAIL menu: Gift Card Balance. As the name suggests, it is used to make balance inquiries.

1. Access the Revo RETAIL menu r.

2. Click on Gift Card Balance.

3. On the screen that appears, enter the UUID or scan the code, and then click . The balance will be displayed on the screen.

4. If you click on the icon, you can reprint the gift card in case it is lost.



3.4 Payment Process with a Gift Card:

Previously, we saw how to create gift cards. The next step is when a customer who has created a gift card wants to use it for payment.

1. Click on the coin icon to cash out.

2. Click on Other Payment Methods and select Gift Card.



3. Enter the UUID of the card and click on .

Note: You also have the option to use your device's camera to read the gift card code and avoid having to enter it manually.

Two different situations can occur here:

  • Card balance is higher than the total order: In this case, the order will be cashed out in full.

  • Card balance is lower than the total order: In this situation, a message will appear indicating the current available balance of the gift card and asking if you want to pay the corresponding part of the order. By clicking OK, the part of the order will be cashed out, and the remaining amount of the order must be cashed out in cash, by card, or by any other payment method enabled on the account.

In either of the two situations, the gift card appears as an additional line in the order, reflecting as a deduction from the amount in the taxable base of the invoice.


3.5 Refund Process with a Gift Card:

It is possible to make a refund for an order paid with a Gift Card.

1. Click on the Revo RETAIL menu r.

2. Go to Invoices.

3. Search for the invoice to be refunded and click on the bag with the arrow, select the products, and click on Refund.



4. In the message that appears, click OK.



5. The order will open in negative to process the refund, click on other payment methods, select Gift Card.



6. Enter the UUID of the card, then click on .

Note: You also have the option to use your device's camera to read the gift card code and avoid having to enter it manually.

7. The refund will be processed, and the amount will be refunded to the gift card.