This article describes the how to use the Gift Cards module to manage Valutec Gift Cards in RoomKeyPMS.
How to Re-Send a Digital Gift Card
You can re-send a digital gift card email from the Email Log section of the Gift Cards module. You will need to search for the gift card by the date it was delivered. When you re-send the gift card email you will have the opportunity to change the recipient email address, if required.
In the Gift Cards module (Operations > Gift Cards)
- Select the Email Log button
- In the Email Log tab, use the Date From and Date To fields and the Search button to search for the gift card by date delivered
- Select the Re-send icon to re-send the digital gift card email
Next, you will have the opportunity to confirm the existing email, or change the recipient email if needed. Click the Send button to complete the process.
Once the email has been re-sent, the Email Logs will update. The Gift Card # column can be sorted in order to confirm how many times a specific Gift Card Email has been sent.
How to Check a Gift Card Balance
You can check a gift card balance directly in the Gift Cards module, using the Check Gift Card Balance section. In addition to the gift card balance, this section features a detailed log of all gift card activity, including:
- ID : this shows the Valutec OperationID for actions performed in the Gift Card module, or the ResID for transactions/reversals performed on a Guest Folio
- Date : the date that the activity occurred
- Operation : this is the type of activity that occurred
- Amount : the amount of the transaction
- Balance : this is the remaining balance after the transaction occurred
- Clerk : the user that completed the action
Types of Operations
- Activate Card occurs when a physical card is activated
- Create Digital Card occurs when a digital card is activated
- Add Value occurs when value is added to an existing gift card
- Cash Out occurs when an existing gift card is deactivated/cashed out
- RK Transaction occurs when a gift card is used to process a payment on a guest folio in RoomKeyPMS
- RK Reversal occurs when a gift card payment has been reversed in RoomKeyPMS
In the Gift Cards module (Operations > Gift Cards)
- Use the Gift Card # field to enter the full gift card number
- Select the Get Card Balance button
If an Operation appears as RK Transaction - Manual or Reversal - Manual, this means the transaction was recorded in RoomKeyPMS, but it did not successfully process through the Fullsteam interface and therefore the balance of the gift card will not include this transaction.
This causes a Non-Matching Gift Card Transaction, Click Here to see how to fix a Non-Matching Gift Card transaction on the Payment Reconciliation Report
How to Add Value to a Gift Card
You can use the Activate Card/Add Value section of the Gift Cards module to add value to an existing gift card.
The amount you add to the existing gift card cannot exceed the Max Amount value. Click Here to see how to edit the gift card value limit.
In the Gift Cards module (Operations > Gift Cards)
- In the Activate Card/Add Value section, use the Gift Card # field to enter the full gift card number
- Use the Amount field to enter the amount that will be added to the gift card
- Select the Activate Card / Add Value button
The following message will appear to confirm that the Gift Card is already active, what the current balance is and how much you wish to add. Select the Yes button to continue.
Next, you will be prompted to enter the payment method for the Gift Card. Select the Ok button and once the payment has been successfully processed, a message will appear confirming the value added and the new balance.
The Check Gift Card Balance section at the top of the screen will now show the activity for the gift card, including the new Add Value operation you've just completed.
How to Deactivate/Cashout a Gift Card
To Deactivate/Cashout a Gift Card means that you are giving the guest back the balance of the gift card without a hotel purchase or charges on a guest folio. You can use the Deactivate/Cashout section of the Gift Card module.
This feature requires Clerk Permission 5038, Deactivate/Cashout (RKPay Only) and we recommend that only Managers have access to this feature. It is optional, subject to the hotel's discretion.
In the Gift Cards module (Operations > Gift Cards)
- In the Deactivate/Cashout section, use the Gift Card # field to enter the full gift card number
- Select the Deactivate / Cashout Card button
- In the Confirm window, select the Yes button
A payment box will appear, select the method of payment which will be refunded (ie: Credit Card, Cash, etc.). Once processing is complete, the below message will appear.
The Check Gift Card Balance section at the top of the module will automatically update with the status: Gift Card Inactive and the Balance for Card # will be 0.00