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Using PointOne with Toggle
Using PointOne with Toggle

Using Toggle with your PointOne POS to Purchase gift cards, make balance adjustments, top up cards and do balance enquiries

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Written by Anthony Moore
Updated over a week ago

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 , and will be accessible by all POS Operators. The functions that will be covered are;

On the POS, you should see an option called Cashless - once selected, the Toggle option should be visible.

ToggleMenu

When selected, this will allow you to do the following Toggle options;

submenu

Balance Enquiry

From the Toggle Options;

  1. Select Balance

  2. This will prompt you to add a card reference (This can be manually added, or QR scanned from the card if your POS is compatible)

  3. Click Confirm

The card will then be checked and the balance displayed. If the card is invalid (i.e. has expired, or isn't active) - the operator will be shown an appropriate error.

Gift Card Sale (Physical, Digital, Receipt)

Gift cards can be sold via the POS, loaded with either set amounts (as defined in Toggle) or overridden for Custom amounts. It also supports several fulfilment options, of Physical card sales, Digital (email required), or printed via a receipt.

From the Toggle Options, select Issue to bring up the sale options.

Sale Options

Gift Card

  1. Select Gift Card from the sale Options.

  2. You will need to to scan* / swipe / enter a physical gift card number

    1. Digital (Requires you to add an email address. Toggle will send the voucher code to the entered email as if it was a web shop purchase)

    2. Printed (receipt)

  3. This will bring up a list of available products from your Toggle account. The different pre-set pricing options will be displayed against each, or you can override these and set a custom price to add onto the card

  4. Once payment is completed, the card will be activated

*Note, there might be additional hardware requirements (Scanner devices) from pointOne to enable QR scanning.

eGift Card

  1. Select eGift Card from the sale Options.

  2. You will be prompted to add an email address (Toggle will send the voucher code to the entered email as if it was a web shop purchase)

  3. This will bring up a list of available products from your Toggle account. The different pre-set pricing options will be displayed against each, or you can override these and set a custom price to add onto the card

  4. Once payment is completed, the card will be activated

Printed

  1. Select Printed from the sale Options.

  2. This will bring up a list of available products from your Toggle account. The different pre-set pricing options will be displayed against each, or you can override these and set a custom price to add onto the card

  3. Once payment is completed, the card will be activated

  4. The card number, pin and QR code will be printed on a receipt

Top-up

From the Toggle Options;

  1. Select Top up

  2. This will prompt you to Scan / Swipe / Enter a card number

  3. You can then select an amount to add onto the gift card

  4. Once payment is completed, the card will be topped up with the value added

Gift Card Redeem

To redeem a card against a basket of items, start from the Toggle Options;

  1. Select Redeem

  2. Scan, Swipe or Enter a card number

  3. Enter the amount that you would like to remove from the card (Note, you cant apply more value than whats in the basket)

  4. Confirm

The value will be removed from the card once the payment has been completed

If there is additional payment on the basket required, you can complete the payment via existing payment methods

Basic validation will take place to ensure the card number is correct / active prior to applying.

Card reversals / Void Payments

When you void a transaction, if a gift card has been used as part of the payment - the card will be re-instated to its previous value.

Gift cards cannot be partial refunded, so the entire balance used in the transaction will be returned to the customers gift card.

  1. Select your backoffice > Review transactions

  2. Select the transaction you wish to reverse

  3. Select Refund Customer > Refund all

  4. Enter a reason, and click Refund

  5. This will take you back to the POS screen, and select Issue Refund Now

This will return the value used in the transaction back onto the gift card.

Tender vs Discount split

Tender vs Discount split is not currently part of the integration, but will be coming in a later phase.

What it does

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

This split enables you to accurately report on Tender and Discount values within iiko reporting, and more accurately calculate VAT payments on Tender.

You might also find our guide around how to setup the PointOne integration useful http://academy.usetoggle.com/en/articles/8499582-how-to-connect-pointone-with-toggle

If you need help or have questions please contact our support team at success@usetoggle.com.

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