Getting started

When the Toggle Gift Card module is configured, you’ll see additional buttons on the Pay screen.

The buttons can be added to the POS via the Screen Designer, and will be accessible by all POS Operators. The functions that will be covered are;

  • Balance Enquiry

  • Gift Card Sale

  • Gift Card Top Up

  • Gift Card Redeem

  • Card reversals

  • Void Payments

  • Tender vs Discount split

Balance Enquiry

  1. Select the Balance Enquiry button on the POS

  2. You will be prompted to enter your card number or scan your QR code

  3. If the card is active, the Card Reference, Expiry Date, Initial Balance and Current Balance will be displayed the the operator

  4. If the card is not active / recognised or has no funds, a suitable error will be displayed to the operator.

Gift Card Sale

The flow for sales will depend on how you configure the Card Sale buttons on the POS (note, these can be 'fixed' amounts or 'Custom' amount, depending if you want to restrict specific values to be loaded or allow the customer to specify an amount

  1. Select the Gift card sale button

    1. If a 'Custom' amount, add a value to load on gift card

  2. Enter a physical card number / scan a QR code

  3. If the card is valid, it will activate the gift card with the desired amount

  4. Complete payment for the gift card

  5. The gift card number will also print on the receipt

If the payment fails, the gift card will not be loaded with the value become available for resale again

Gift Card Top Up

  1. Select your Toggle Top-up button

  2. Enter an active card number / scan a QR code

    1. If the card is not active / recognised, the POS will return an appropriate error

  3. Enter an amount to add to Card

  4. Complete Payment

If the payment fails, the gift card will not be loaded with the value

Gift Card Redeem

  1. After items are added to basket, enter the amount you wish to pay for via Toggle

    1. If no value is selected before paying by Toggle, the maximum amount on the Toggle card will be applied to the basket (up to the basket total value)

  2. select your Toggle payment button

  3. Enter an active card number / scan a QR code

    1. If the card is not active / recognised / doesn't have enough funds, the POS will return an appropriate error

  4. If valid, once applied, the basket will apply the Toggle amount to the basket

  5. If there is any remaining value left for the customer to pay, complete payment

Samtouch will also handle Discounted gift cards and apply the relevant payment type upon payment. See Tender vs Discount section for more info

Card reversals

  1. Select your Toggle cancel card button

  2. Enter an active card number / scan a QR code

    1. If the card is not active / recognised the POS will return an appropriate error

    2. If the card has been used, then it cannot be cancelled. It will be up to your the operator / head office to part refund with the customer

  3. Complete reversal

At this point, the card will be reversed and become inactive. If required, a separate refund must be manually provided to the customer (reversing the card will not re-fund the customer any payment taken for the gift card)

Void Payments

Due to the way Samtouch works, transactions (individual balance adjustments) cannot be reversed within Toggle, however they can 'Void' items on the POS and issue a refund (AKA Top up) a card with funds.

  1. Enter Void Mode on the POS

  2. Select the Item(s) you are voiding

  3. Enter an amount you wish to refund to the customers Toggle gift card

  4. Scan the gift card

  5. The customers card will be topped up with the adjustment amount

Tender vs Discount

If a card has been loaded with Discount (i.e. was not paid for by the customer), then Toggle will tell your POS at the point of redemption - The POS will then apply this payment as a Discount on your till

The above example shows a card with £1.50 discount and £2 Tender on it, which is being used to pay for a £3.50 item. This split enables you to accurately report on Tender and Discount values within Samtouch, and more accurately calculate VAT payments on Tender.

Receipts

The card number will be printed on any receipts where there was;

  • A card issued / sold

  • A topup occured

  • A refund occured

The card number will not be shown where Toggle has been used as a Payment, it will show the 'Payment Type' as Toggle.

Related: Langley Compass Group (LCG), Tillwise

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