Define Liability Item Settings

Xenial PortalData ManagementOrdering SettingsSettingsPreferencesSet company defaults

Sales for liability items are realized when customers redeem the items to purchase products from the store. Examples of liability items include gift cards and gift certificates.

To define liability item settings:

  1. Open the Liability Items section.

  2. Open the Gift Cards section.

  3. Set the Enable Gift Cards toggle to Yes to enable gift card functionality at the Ordering application and access the gift card configuration settings.

    • If this toggle is turned No, gift card functionality is disabled at the Ordering application and gift card transactions cannot be processed.

  4. Set the Enforce Min/Max Activation Amount toggle to Yes to enforce the defined minimum and maximum dollar amounts for gift card activations.

    • In the Min Activation Amount field, type the minimum dollar amount that is required to activate a new gift card or add value to an already activated gift card.

    • In the Max Activation Amount field, type the maximum dollar amount that may be added when activating a new gift card.

  5. Set the Allow Adding Funds toggle to Yes to allow customers to add funds to a previously activated gift card once its balance is depleted.

    • Set the Activate Inactive Gift Card On Add Funds toggle to Yes to automatically activate an inactive gift card when the cashier adds funds to the card.

    • Set the Add Funds To Already Active Gift Card On Activate toggle to Yes to automatically add the specified funds to an already active gift card when the cashier attempts to activate the card.

  6. Set the Allow Camera For QR Code Scanning toggle to Yes to allow a device-integrated camera to scan the QR code of gift cards.

    • Set the Make Camera Default Scanning Device toggle to Yes to designate the device-integrated camera as the default scanning device.

  7. From the Default Payment Type dropdown, select the applicable payment type to associate with gift cards.

    • This information is used by the application to contact the gateway to verify funds.

  8. Set the Enable Gift Card Processing Through Xenial toggle to Yes to enable the gift card payment processors supported by Xenial.

Define Bulk Gift Card Activation Settings

Xenial PortalData ManagementOrdering SettingsSettingsPreferencesSet company defaults

To define company-wide bulk activation settings for gift cards:

  1. Open the Liability Items section.

  2. Open the Gift Cards section.

  3. Set the Allow Bulk Activation toggle to Yes to allow multiple gift cards to be activated in a single transaction. When toggled Yes, a Bulk Activation section is displayed with additional settings for defining the desired methodology. At least one of the following methodologies must be toggled Yes.

    • Allow Bulk Activation by Card Range - The cashier selects a gift card dollar amount and then swipes/scans a starting card number and an ending card number. The application adds gift cards for the beginning number, ending number and every number in between. This methodology is useful in environments where sequential cards are provided and those cards are managed to ensure they don't get out of sequence.

    • Sequential Card Range - Enforce sequential card number ranges for a bulk gift card activation. If this setting is toggled No, non-sequential card number ranges are allowed.

    • Allow Bulk Activation of Individually Added Cards - The cashier selects a gift card dollar amount and then swipes/scans each individual card. This methodology is useful in environments where maintaining sequential card numbers is not reliable or practical.

  4. (Optional) In the Bulk Activate Amount Shortcuts section, define the gift card dollar amount shortcuts. The cashier can select an amount shortcut to speed up the activation process.

    • Select an Amount setting.

    • Select Edit.

    • Type the dollar amount in the Amount field.

    • Select Done.