Category: Gift Cards

How to record Square transactions in SP-1

Occasionally we are asked how to record a payment made in some way other than our default methods.  As a quick review, SP-1 has the ability to accept:

Cash

Check

Credit Card (five per transaction)

Account Charges  (billing a customer)

Gift Cards (five per transaction)

Sometimes, that’s not enough.  We have customers that take paper gift certificates, accept script, barter cash or even credit card transactions from an outside source like Square or Mogley.

In SP-1 we have the ability to create five special payment options to record items like this. When you select the gift card button, you will see those buttons at the top.  In the example below, you see Mogley, Square and Gift Certificate options.   This will also allow you to record an account number or approval number on the transaction.   Keep in mind that it does not process through those methods, just record that it happened.

 

 

 

 

 

 

 

 

Of course, we will report on each of these as well (see below).   Call us for more information!

 

 

Posted in Gift Cards, Order Entry, POS Features Tagged with: credit cards, gift cards, payment types

Rewards & loyalty in SP-1

As you might know, SP-1 has the ability, built in, to handle a rewards program.  Recently we have been getting more questions about  the ways this can be used.

Typically the rewards program  is used in conjunction with a plastic card that can be used as a gift or prepaid card as well.   There are two different  paths to setting up the rewards system in SP-1.

The first concept is a buy X get Y free.  This is typically setup on a specific menu group (coffee, pizza etc) and works by adding one point (or punch) to the customers account per item purchased.  So, in a buy 10 get 1 free scenario, the customer would buy 10 drinks and then get 1 free.   Essentially, this should work out to a 10% discount to the customer.

The upside to a Buy 10 get 1 Free?   It’s easy for your customers and employees to understand.  Everyone “gets” it when they see the promotion.  The downside?  It only works well with one menu category so you are limiting exposure.  Also, it’s tough to base it on the particular item the customer  orders and that can result in people taking advantage of the system.

The second concept is using a point per dollar system.  This is setup so that every dollar spent earns a set amount of points.  For simplicity sake, $1.00 equals 1 point.  Once the customer has earned enough points, they  can trade that in on a discounted item, a free item or even for  money added to their gift card.

The upside to this?  It’s very flexible and it opens the entire menu up for earning points.  You can also select up to five redemption rewards for the customer to earn.  The downside?  It can easily become too complicated for the average customer to quickly understand.

Common promotions that are used out there with these rewards programs include:

Buy 10 get 1 free.

Double point Tuesday.

Spend $1 get 1 point.

35 points for a free drink (up to $3.50).

50 points gets 50% off your next order (up to $5.00).

50 points gets you $5.00 on your gift card.

If you are a roaster or sell coffee / tea in bulk, then another way to treat the program is to offer to supply a certain amount of coffee or tea for home use after 10 drinks or a certain amount of points.  It’s a great way to help convert customers into drinking your product at home.

These are just a few ways people use the rewards program in SP-1.  Let us know what your ideas are!

Posted in Gift Cards, Order Entry, POS Features Tagged with: loyalty, rewards

Combining Gift Cards

Another customer inspired blog post!  Deanna from Crema Caffe asked how to combine gift cards this holiday season.

 

Like a lot of business owners, Deanna has customers with gift and prepaid cards.  During the holiday season, those customers sometimes receive an additional card or two as a gift.  Now the customer has two or three cards in their wallet or purse and all of them have a balance!

Fortunately, SP-1 makes this transferring of balances very simple and smooth.

Let’s assume that our customer is named Phil.  Phil has two gift cards.  One that he has been using for years (we’ll call that Card 1) and one that his brother gives him this year (Card 2).    Obviously Phil would rather only carry one card.    When Phil comes into your store you will take the following steps!

First we check and see how much money is on card 2 by swiping it in Gift Card Inquiry.   We then remember (or write down) the balance.  Then we swipe card 1 as if we are going to re-load it with money.

Enter the balance you remembered – this is how much money we are putting on card 1.   Complete the ticket, select gift card and swipe card 2.  You are done!

 

What happened?  It’s easy – to transfer balances, we simply pay for card 1 with card 2!

 

 

Posted in Gift Cards Tagged with: gift cards

Gift cards, Accounts & Tabs – What’s the difference?

This blog was inspired by a discussion that our training staff had with one of our local customers.  The store brought a new manager in and wanted to get them familiar with SP-1.  In the middle of the training it was discovered that the store had some outstanding account balances and it was apparent that some of the staff was confused by the differences in gift cards, customer accounts, account payment and running a tab.

Let’s start with Gift Cards . . .  In our system, a gift card is really a “cash card”.  You put money on it and take money off it.  It’s really that simple.

So what’s a customer account or profile?  Well, they are really two different things.   Once you create a “customer profile” you have opened a powerful set of options.   You can now assign that persons cash (or gift) card to their customer name.  Keep in mind that this is just a way to identify a person.  If you then pull up that persons profile by name, card or phone number, you will be able to see their last order (and every order previous).  This is a great way to increase your speed of service as a large percentage of people order the same item every time.

If you have a customer profile created, you can choose to activate customer accounts.  Accounts are similar to gift cards in some ways but there are key differences.  An account is basically allowing a customer to run an extended tab.  If a business orders $100 worth of product from you once a week, you may choose to bill them for the product – this is a good use of a tab.  It is possible to run a negative tab, where the store owes the customer money.  This is a good use for bartering etc.

Finally, there is another method of tabs. If you place a ticket “On Hold”, then the order is not paid for.  This does not require a customer name or information.   This method of running a tab is only intended for same day payment.  If you are running a tab over multiple days you would use the accounts method.

Posted in Gift Cards, Order Entry, POS Features Tagged with: accounts, gift cards, tabs

80 Day’s until Christmas – What? You haven’t ordered gift cards?

Don’t you just hate to see how many days we have left for the holiday season?  It usually get’s us thinking of everything we have to do before the end of the year.

One thing that makes us cringe is the thought of how many people will wait until the last minute to order gift cards.   It happens every year and I don’t expect it to be any different this year.

However, if you are hoping to be different, think about ordering your gift cards as soon as possible for the holiday season.  Typically the gift card manufacturers start to be very busy right around Halloween.

Want some information about gift cards?  Check out our previous blog posts here and see all the blogs we have written about gift cards.

Need to see some sample cards?  Head over to Facebook and see them here.

Don’t wait until the last minute!  It will cost you more!

 

 

Posted in Gift Cards, Marketing Tagged with: gift cards

Fact sheet on state gift card protection laws

 

I’m often asked by our owners if they can charge an inactivity fee if a gift card is not used.  It’s a tricky question to ask because it really depends on the state laws.

Usually a store owner wants to look at eating up the residual balance from the gift card after a specific period of inactivity.

There is a great resource available here that shows various laws by state.

 

Please do NOT consider any of this as the word of law without checking directly with your state!

 

Mike.

Posted in Gift Cards, Technology Tagged with: gift cards, inactivity

Co-Brand your gift cards and maybe save a buck

Posted in Gift Cards, Uncategorized Tagged with: gift cards, loyalty

4 Loyalty Card alternatives

Not interested in doing a traditional “punch” card system?   Looking for something different than “buy 10 get 1 free”?   Try one of these alternatives that other SelbySoft customers have used and passed on to us. 


Buy a gift card, get a drink… Pretty standard but still a great way to get around doing a punch card at all.  If I buy a $30 gift card then I get a free drink (up to $3.00 value) right then and there.  This can be great because it eliminates a customer being “owed” a drink at a later time.  You get the money and they get the drink.


Surprise a customer… This actually IS a punch card system but you don’t tell anyone about it.  Instead of customers keeping track of points, your POS reminds the crew member that it is time for the customer to get a free drink.  The biggest catch is that it is not something that happens with the customers knowledge – you only track it internally so it is a surprise.  It’s a very effective way of saying Thank You to your existing customers.


Surprise a customer #2 (gift card) . . . Create a gift card account that you load every day or week.  Allow your employees to use this gift card to buy a drink for your customer.  This is a great way to help your employees feel empowered at the store.  Be careful that it is not only being used for friends or for the same customers and it can be an awesome way to make a customers day.


Surprise a customer #3 (lottery)… Keep track of the points for your customers.  When a customer has ordered 10 times, have your POS prompt to record the visit.  Every week enter all the customers that have ordered 10 times into a lottery for free or discounted product. 




There you go. . . A couple ways to reward customers without duplicating what you competitors might be doing.  If you have a different method you use, let us know! 






Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

Posted in Gift Cards, POS Features, Uncategorized Tagged with: gift cards, loyalty

Gift Card Feature Updates

Posted in Gift Cards, POS Features, Uncategorized Tagged with: gift cards

7 Cool Things About SelbySoft’s Gift Card System

There are a lot of POS systems out there.   Making a decision on which one to buy can be very tough.  Especially when it seems, at first glance,  that most POS systems have a lot of the same features.  

That’s why it’s important to dig deep.  Make sure that you evaluate how well the features works and not just that the sales guy says it’s there.  


With that being said . . . Here are some very cool things about the Gift Card system in SelbySoft:


1)  IT’S FREE. . . Of course that is number one on the list.  Paying a monthly fee and a swipe charge just isn’t cost effective for stores that that deal in small ticket items.  If you have to pay $10-$40 a month and $.10 to $.25 a swipe then the gift card system because a liability.  On top of that most gift cards will run somewhere between $.50 and a $1.20 a card.   With our gift card system, you have no fees and the cards are cost effective – think lower end of that scale.  


2) IT’S INDEPENDENT OF THE CREDIT CARD COMPANY. . .Think about that for a minute and you will start seeing why that can be a good idea.   Besides the costs mentioned above, a gift card that is operated through a credit card company will virtually guarantee that swapping from one credit card company to another is as difficult as possible.    


3) IT’S MULTI-TASKING. . . Gift card, prepaid card, customer profile card, discount card and rewards (punch) card all in one.    


4) IT’S PROMOTABLE. . . With our integrated discount system, it’s incredibly easy to sell a $25 card for $20 and track it.   Better yet, you can track how well those promotions are working and duplicate success.


5) IT’S VERSATILE. . . This is where the differences really start to come out. No putting the ticket on hold, no consolidating later on. 

• Need to buy a drink and a gift card at the same time?  All in one transaction, on one ticket with one cash out.  
• Need to split a gift card into other cards? Easy.  
• Need to buy a drink and recharge your card at the same time?  Just as simple.  

6) IT’S MULTI-STORE CAPABLE. . . Have two or more locations?  We can handle it.  SelbySoft has a fully featured Corporate Reporting package that will handle the gift cards between multiple locations.  If you are franchising or licensing and need corporate gift card pooling, let us know – we even have options to cover that! 


7) DID I MENTION IT’S FREE?. . . Yep – free. 




Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

Posted in Gift Cards, Uncategorized Tagged with: gift cards, order entry