Create an Item for a Gift Certificate on SkyTab POS

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

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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. Log in to SkyTab POS.
2. Navigate to Manager > Settings > Accounting > Revenue Classes.
3. Tap Add New Revenue Class at the bottom left corner of the screen.
   
4. Name the Revenue Class as Gift Certificate, enable the Item Count as Non-Sales Revenue toggle, and tap Save.
   

Gift Certificate Item Configuration 

1. Navigate to Manager > Settings > Menu > Items.
2. Tap Add New Item at the bottom of the screen.
   
3. 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 article.
     
4. Navigate to the Advanced tab of the Item screen, enable the Open Item toggle, disable the Item Purchasable with Gift Card toggle, and tap Save.
   

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 the Active toggle ON.
2. Require Reference Number (Optional): For Reference, select the preferred reference type and tap OK.
   
3. Tap Save to confirm the changes.

Process Gift Certificate Purchase

1.  From the Order screen, select Gift Certificate item.
2. Enter the Gift Certificate amount and tap OK.
   
3. Tap Pay.
   
4. Process the payment using the preferred tender type by pressing the Amount button located on the screen.

Redeem Gift Certificate

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

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 Generate.
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.