Create an Item for a Gift Certificate for SkyTab POS

Description: Learn the process of creating and processing a Gift Certificate item using SkyTab POS software.

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Gift Certificate Functionality

The reference number associated with a Gift Certificate serves as an arbitrary identifier used for record keeping and reconciliation purposes. This number is manually managed through receipt documentation rather than being sourced from a digital database. Functionally, it operates similarly to a check tender, in which the Gift Certificate number is recorded in place of a check number. The tracking process relies entirely on a paper-based trail, ensuring accountability through physical documentation rather than electronic validation.

Gift Certificate Revenue Class Configuration

1. Navigate to Manager > Settings > Accounting > Revenue Class and select the blue Add New Revenue Class button at the bottom left corner of the POS Terminal screen.
   
2. Name the Revenue Class as Gift Certificate, enable the Item Count as Non-Sales Revenue toggle, and press the blue Save button at the bottom right corner of the POS Terminal screen.
   

Gift Certificate Item Configuration 

1. Navigate to Manager > Settings > Menu > Items and press the blue Add New Item button at the bottom left corner of the POS Terminal screen.
   
2. Enter Item Name, select Revenue Class (Gift Certificate), and Department as shown below.
   • Note: In this example, the Gift Certificate department is shown as a separate department. However, the Gift Certificate item can be assigned to the departments based on personal preference. If a separate department needs to be created, as in this example, please visit the Create or Edit Departments on SkyTab POS article.
     
3. Navigate to the Advanced tab of the Item screen, enable the Open Item toggle, disable the Item Purchasable with Gift Card toggle, and press the blue Save button as shown in the screenshot below.
   

Gift Certificate Tender Type Configuration

1. Navigate to Manager > Settings > Payments > Tenders and select the Gift Certificate tender type. 
   • Note: The Gift Certificate tender type should be configured by default, unless manually disabled. If the tender type is disabled, enable it by pressing the Active toggle.
2. Require Reference Number (Optional): Go to the Reference section, select the preferred reference type as shown in the screenshot below, and press the blue OK button.
3. Press the blue Save button to confirm the changes.

Process Gift Certificate Purchase

1.  Select Gift Certificate item.
2. Enter the Gift Certificate amount and press the blue OK button.
   
3. Select Pay.
   
4. Process the payment using the preferred tender type by pressing the blue Amount button located at the bottom middle of the POS Terminal screen.

Redeem Gift Certificate

1. Create the order by adding items to the ticket, then navigate to the payment screen by selecting the blue Pay button.
   
2. Select the Gift Certificate tender type and press the blue button that displays the amount at the bottom of the POS Terminal screen.
3. If the reference number has been configured as required, the SkyTab POS software will prompt you to enter the reference number in the pop-up window. Enter the reference number and press the blue Done button.
   

Gift Certificate Reporting 

The reference number will reflect in the Ticket Detail (Closed) report in Lighthouse Business Manager. To generate the report, proceed with the following steps:

1. Log in to Lighthouse Business Manager (LBM).
2. Navigate to the Reporting section.
3. Select the Ticket Detail (Closed) report.
4. Select the time-frame from the dropdown or enter parameters manually, then select the blue Generate button.
5. Find the desired ticket and open the Payments section by pressing on it.
6. The Gift Certificate Reference is displayed in the Reference # section as shown in the screenshot below.