VinesOS Gift Cards Syncing to Revel
When customers purchase Gift Cards on your site, you'll need to export these cards to Revel to enable the card to be used on the Revel POS iPad. Please follow these steps to ensure Gift Cards are properly accounted for.
Vines OS Dashboard
Go to Products > Gift Card > Gift Card Dashboard.
Check the box beside the gift cards you wish to export to Revel.
You can either download individual cards or "All New" cards. Selecting "All New" will select only those cards that have not been previously exported.
Note: Cards that have previously been exported will have an icon indicating it has been exported.
Once you completed selecting cards to export, click the green Export button in upper right of the Gift Card Dashboard. An excel file will download to your local computer. This is the file you'll import to Revel.
Revel Dashboard
On your Revel Dashboard, Go to Settings >search for Gift card and select "Gift, Rewards and Admin Cards". Scroll down until you see the Gift, Rewards and Admin Cards section, click on Import for Gift card.
Click "Choose file" and select the file you just exported from Vines OS.
Click "Upload"
Note: Each time you export gift cards from Vines OS, it will have the same file name with an incremented number on the end. "vos-giftcards (12).xlsx" We suggest renaming or deleting the file each time you do an export.
Upon successful import of new cards, your dashboard will display the Gift Card number, initial value and remaining balance. You're all set! These Gift Cards can now be redeemed on your Revel POS iPad as well as your website.
Revel Gift Card Set Up
If using Revel POS, enter the Gift card product ID from Revel to sync the product. Go to the product on your Revel Dashboard, and get the product ID from the URL, like this example.
Then enter this product ID on the Gift card page as shown below.
Gift card redemption on Revel
If you are using Revel, the gift card is automatically created in Revel, and there is nothing else you need to do. You can use the number generated by VOS on Revel. Note it will have letters and numbers on it. You can enter numbers and letters on Revel, by toggling like this:
Create the Mailed Card on Revel
First you'll need to create the gift card on your Revel POS dashboard. On the iPad, select the 'Gift Cards'.
2. On the Gift Card screen, enter the gift card number from the plastic card. Hit Next.
3. The next screen will indicate that there's no gift card for that number in the Revel system. Do you want to create this gift card? Press 'Create'.
4. On the Gift Card Info screen, click on the 0.00 on the Add Value line. Enter the value of the gift card that was sold. Press Confirm and then Done.
The Gift Card has now been created and is ready to be used online or on Revel.
IMPORTANT: Now enter the gift card number on the Vines OS order. You can find the link to enter it in the Gift Card Dashboard on Vines OS.
ALTERNATIVE OPTION: you can export the VOS gift card orders and import them to Revel. This is more automated so you don't have to create the card manually in Revel.