What Is The Gift Card Tool?

The Gift Card Tool in your Arryved Portal is a handy resource to help you manage your Gift Cards (both physical and digital). Use the Gift Card Tool to:

• Create new Gift Cards

• Load more balance onto existing Gift Cards

• Remove a balance from a Gift Card

• View a Gift Card’s details

• Modify a Gift Card’s details 

Pro Tip! Use the Tool to create House Accounts, too! 

Prerequisites

• To access the Gift Card Tool, you must be a Portal Super Admin.

Limitations

• A minimum of 13 digits is required in the Card Number field when creating a new physical Gift Card. If you begin the card number with zeros, they won’t be counted as the digits needed. 

• Creating a Digital Gift Card will randomly generate a 12-digit Gift Card Number and a 4-digit PIN. These cannot be custom-made. 

How It Works

Gift Cards 

Gift Cards are physical or virtual cards that hold a balance to be redeemed for goods or services.

• The Sale of a Gift Card counts as revenue if you accepted payment for it.

• It’s also a liability because you still owe goods or services. 

• The creation of a Gift Card in your Arryved Portal is just a liability if no money is accepted. 

House Accounts 

The idea of a House Account is an old-school form of hospitality. When money was in the form of paper that would run out, establishments would allow guests to add their bill to their House Account and come back and pay later when they had more cash or checks on hand. 

Today, with credit cards always on hand, you don’t see House Accounts as often, but they are a fun way to keep a good trusting relationship with your regulars. 

A House Account works like a Credit Card, It has a limit and a balance. As goods are consumed, the account goes up until it reaches the limit. When a payment is made, the balance goes down. 

Find The Gift Card Tool

1. Head to your Arryved Portal as a Super Admin.

2. From the left side navigation, click Operations.

3. Click Gift Card Tool. 
   

Create A New Gift Card

The Top half of the tool is used to create a new Gift Card (or House Account). Once the card or account is created, it’ll be active in the system and you can search for and modify it later as needed. 

1. First things first; select whether you’re activating a new Physical Gift Card or creating a new Digital Gift Card.

• If Physical, enter the Gift Card number shown on the back and the PIN (if there is one). A PIN is required to use the Gift Card for online purchases.

• If Digital, a Number and PIN will be randomly generated after creation. 

2. Enter the amount of money you want to load onto the Gift Card in the Balance Amount field. 

3. The rest of the fields are optional. 

• Enter a Description to help you remember what the Gift Card was for.

• Enter the Purchaser’s info to send them a confirmation.

• Enter the Recipient’s info to receive a copy of the Gift Card Number. 

4. Click Create. 

Once complete, you can see a confirmation along the top with the Gift Card Number present. Use the “Click here to view or edit the gift card” to see more details, including the PIN. 

View & Modify Gift Cards

Use the second half of the tool to search for an existing card or account, and either view or modify the activity. 

Search by:

• Card Number (you can enter some of all of the numbers to generate a search)

• Description

• Name (Purchaser or Recipient)

• Email (Purchaser or Recipient)

• Purchaser’s Phone Number

Once you click one of the search buttons, your results appear in the table below. Click on a card or account from the results to see the full details and make any modifications. 

On the Gift Card’s details page, you can update any of the Gift Card’s information and add or remove funds to the balance. 

1. Description 

This is the general name or note given to the Gift Card when created in the Gift Card Tool. This appears as the name on the Gift Card Liability report. You can change the name here if needed.

2. PIN Code

Give a Gift Card a 4-digit PIN so it can be used for purchases online. Pro Tip! You can give a PIN to a physical Gift Card that didn’t already have one, so it can now be compatible with your Arryved Online Store. 

3. Comped

You can toggle if this card or account was comped or not. The answer will reflect in the Gift Card Liability report

4. Change Amount 

• Debit: Subtracts an amount from the balance.

• Credit: Add an amount to the balance

• Set Amount: Replaces the current balance with whatever amount you enter here. 

5. Adjustment Note

Leave a note for record-keeping. 

6. Purchaser Info & recipient Info

Update the contact info for either the Purchaser or Recipient. If you change the email address, click the Update button to save, then you can use the Send Email button to send a new email with the Gift Card information. 

7. Button options

• Update: Click to save any changes you’ve made.

• Return To Liability Report: Click to be taken to your Gift Card Liability report.

• Return To Find Gift Card: Click to return to the main page of the Gift Card Tool to create a new card or make another search. 

• Send Email: Sends a new confirmation email to the Purchaser and Gift Card details to the Recipient if their email addresses are present. 

Gift Card History

This table shows a detailed list of each action performed on this Gift Card or House Account. You can also see a list of all modifications made to all cards/accounts with the Gift Card Modification Log.

Related Articles

Gift Card Modification Log Overview

How To Create a Gift Card Item