Value Card Purchase on SOI

To purchase Value Cards in the SOI, you must first go to Setup>System Settings>Channels>SOI>Allow Card Purchases and set it to 'Yes'.

Follow the steps below to add a Value Card to an SOI purchase.

Step

Action

1

Login to the SOI and click on the Customer Information title bar to assign a customer to the order.

2

Once the customer has been assigned, click on the Order Items title bar to add Value Card purchase.

3

Click on the Value Card Purchase link on the Order Items screen.

4

Enter the Value Card information in the fields provided.

Card Number - The barcode number stamped on the back of the specific card being issued.

Expiration Date* - An expiration needs to be entered for a date in the distant future ( i.e., 10/12/2022).

Credit Existing Value Card - If the customer has an existing card, the new amount can be added to that card by selecting it from the drop-down.

Value - Enter the dollar amount being assigned to the card.

 *Note: Most states do not allow Value Cards to expire since they are considered the same as cash.

5

Click on Create Value Card Credit.

6

The card is listed as an order item and additional items can be added.

7

The Value Card is shipped to the customer per the regular order payment process.

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