Using Toggle on Polaris POS
We’ve put together a guide with Polaris on how to use Toggle through your POS System.
The screenshots below are just a guide; your own Polaris setup might look a little different to these.
Note you will need the Polaris loyalty system to be able to use Toggle.
When the Toggle Gift Card module is configured, you’ll see the Toggle buttons added to your POS system.
Redeeming a card
There will be an option visible to allow you to perform a Toggle redemption. (As per the below screenshot).
On the Payment screen, enter the amount you want to pay, and tap ‘Toggle Redemption’ to use your Toggle gift card balance.
If the amount to be redeemed exceeds the balance on the card, the Operator will be advised that the transaction will not be applied.
If there is any remaining balance this should be settled as usual using another payment method.
Issuing a card
1 - To issue a new gift card on-site, use the “TOGGLE CARD CHECK” button within Polaris Functions. Once this button is pressed the operator will be prompted to enter a card number or swipe a card.
2 - The operator will press the ‘Top Up’ button to add balance to the new card.
Topping up a card
If the customer wants to top up the balance on their card, the Operator should use the Top Up button, from the “TOGGLE CARD CHECK” screen.
They will then be prompted for the amount to top up:
Checking a card balance
If a customer needs to check their current card balance, this can also be done through the till. To do this, use the “TOGGLE CARD CHECK” button from the functions screen.
1 - Once the button has been pressed the Operator will be prompted to either swipe the card or manually enter the card number:
2 - The balance will then be displayed on the screen:
Tender vs Discount split
If a card has been loaded with Discount (i.e. was not paid for by the customer), Tender, or a mixture, the Toggle card will need to be attached to the transaction prior to entering the Payment Screen and can be done by pressing “TOGGLE” and adding the card to the transaction.
This split enables you to accurately report on Tender and Discount values within Polaris reporting, and more accurately calculate VAT payments on Tender.
If you have questions or need help please contact our support team - email@example.com.