How to Load and redeme a Gift Card

Loading a Giftcard:

Please see the video and instructions below on how to load a gift card on the SoftPoint App. 

• Steps to Load Amount onto a Gift Card in SoftPoint POS

  1. Log into SoftPoint:
     • Start by logging into the SoftPoint POS system.
  2. Open an Existing Order or Create a New Check:
     • If you're using an existing order, select it.
     • To create a new check, click the plus sign in the bottom right corner.
     • Choose a table or enter a name for the order.
  3. Select the Gift Card Item:
     • Choose the item that has been configured as a gift card item (e.g., named "Roundup").
  4. Enter the Amount to Load:
     • Enter the amount to load onto the gift card.
  5. Enter or Swipe the Gift Card:
     • Enter the card number manually or swipe the gift card through the device to input the card details.
  6. Confirm the Details:
     • Click "Confirm" to finalize the details of the gift card load.
  7. Check the Shopping Cart:
     • Go to the shopping cart in the top right corner.
     • You will see the gift card item along with the card number.
  8. Send the Order:
     • Send the order to the point of sale system to record the transaction.
  9. Proceed to Payment:
     • Click "Pay" and select the credit card payment option.
  10. Complete the Payment:
      • Follow the prompts to complete the payment process.
  11. Close the Check:
      • Once payment is completed, the check will be closed, and the gift card will be loaded with the specified amount.

  This process ensures that the gift card is loaded with the desired amount and the transaction is recorded accurately in the SoftPoint POS system.

Redeeming a Gift Card

How to Use Factor4 Gift Card Barcode Scanning to Apply Payment

This guide explains how to use Factor4 barcode scanning to check a gift card balance and apply it toward a customer’s ticket during checkout.

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When to Use This

Use this process when a customer wants to pay all or part of their ticket using a Factor4 Gift Card

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Step-by-Step Instructions

1. Open the Ticket and Start Payment

1. Open the customer’s ticket.
2. Tap Pay in the bottom-right corner of the screen.

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2. Select Factor4 as the Payment Method

1. From the payment options, choose Factor4.
2. The Factor4 screen will open.

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3. Scan the Gift Card for Balance Inquiry

1. On the Factor4 screen, you’ll see the Balance Inquiry field.
2. Tap Scan to activate the barcode scanner.
3. Hold the gift card’s barcode in front of the scanner.
4. Once detected, the gift card number will automatically populate in the field.
   • This eliminates the need to manually type the card number.

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4. Review the Gift Card Balance

1. After scanning, the available balance on the gift card is displayed (for example, $50.00).
2. Confirm the balance with the customer.

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5. Redeem the Gift Card

1. Tap Redeem to apply the gift card to the ticket.
2. If the gift card balance is less than the total amount due, a notification will appear.
3. Select Ok, Got It to continue applying the gift card to the ticket.

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6. Complete Survey Prompt (If Enabled)

• If surveys are enabled at your location:
  1. Choose whether to proceed with the survey.
  2. For this flow, select No Thank You to continue.

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7. Handle Remaining Balance

1. If the gift card does not cover the full ticket amount:
   • A message will indicate that the ticket is not yet closed.
2. Tap Done.
3. Receipt options will appear as usual.
4. You’ll be returned to the ticket screen, where the remaining balance can be paid using another payment method.

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Key Notes & Tips

• Barcode scanning speeds up checkout and reduces manual entry errors.
• Gift cards can be used for partial payments.
• The ticket remains open until the full balance is paid.
• Receipt and survey behavior remains the same as with other payment methods.

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Summary

Factor4 barcode scanning allows you to quickly scan a gift card, view its balance, and apply it toward a ticket. If the gift card doesn’t cover the full amount, the remaining balance can be completed using another payment type.

 

 

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