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How to process Factor 4 gift cards on Retail POS (X-Series)

Factor 4 is a supported third party gift integration to Retail POS in the US and Canada. Retailers accepting Factor 4 gift cards with Retail POS require two new products to be added in Retail POS and two Payment Types.

 

Issuing a Gift Card 

Step One - Select a gift card product to be sold

  1. Select the product Gift Sale in the Sell Screen
  2. Enter the value to be sold on the Gift Card
  3. Select Pay

GiftCard_Sale_1.png

Select a Payment Type to collect the funds

  1. Chose the form of payment to collect the funds for the gift card

Checkout_1.png

Issue funds to a gift card

  1. Select the product Gift Issue in the Sell Screen
  2. Enter the value to be added (issued) on the Gift Card. Some retailers may use Variants to quickly select value amounts
  3. Select Pay

Gift_issue_1.png

  1. Select the Payment Type Gift Issue
  2. Scan or enter the gift card number 

Gift_issue_checkout.png

 Redeem a Gift Card

  • Select a product from the Sell screen
  • Select Pay
  • Select the Payment Type Gift Sale
  • Scan or enter the gift card number

GiftRedeem.png

 

Retail POS gift card reporting with Factor 4

When using Factor 4 with Retail POS and Issuing gift cards, the sales history will reflect two records:

  1. One record will record the funds collected to issue the gift card (this will remove a product from your inventory stock count and it should apply to your gross sales).
  2. The second record will indicate a gift card was issued with funds (this should not apply to your gross sales and the product should not have a stock count).

 

Additional Information

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