Viewing Gift Card Usage History in the POS App

In addition to viewing gift card usage details in Admin, you can also look up the full information and transaction history directly within the POS app. This means faster service for your customers and greater efficiency for your staff when handling gift card inquiries or tenders. 

This guide provides a complete walkthrough of the POS app’s gift card features. You will learn how to configure the necessary staff permissions (View and Manage), how to instantly look up a gift card in the POS app to retrieve its complete details (balance, expiry, and history), and how to handle advanced operations like disabling a card while adhering to critical risk warnings.

How to Configure Required Permissions

This feature involves advanced operations and requires corresponding access permissions, which are set based on staff roles. Follow the steps below to configure the View gift card and Manage gift card permissions:

Assigning Permissions to a Role

1. Log in to your SHOPLINE Admin, go to POS, and click Staff.

2. On the Staff page, click Role management in the top-right corner.

   

3. On the Role management page, click Create a role in the top-right corner.

   

4. On the Create a role page, fill in the required information and locate the Gift card section to set access permissions:

   • • View gift card: Allows viewing detailed gift card information, including balance and transaction history.
     • Manage gift card: Allows performing management operations on gift cards, such as disabling (deactivating) and reissuing.

Alternatively, you can also edit permissions for an existing role. On the Role management page, click the pencil icon in the Action column for the corresponding role, and set the Gift card access permissions there.

5. After setting the permissions, click Save in the top-right corner.

Assigning Staff Members to the Role

1. Return to the Staff page, and click the pencil icon in the Action column for the corresponding staff member.

   

2. In the POS access permissions section, you can set the staff member's access permissions for different stores. To easily view the assigned role and permissions at a glance, click Display permissions.

   

   

3. After setting the permissions, click Save in the top-right corner.

How to Look Up a Gift Card in the POS App

To view gift card usage history in your POS app, follow these steps:

1. From the SHOPLINE POS app, click on Workbench and then Add an image block to add the View gift card image block.

   

2. Back at the SHOPLINE POS app, click on Workbench and then View gift card.

   

3. Enter the gift card number, or scan the barcode by clicking the barcode icon in the top-right corner.

   

4. The POS will instantly display the Gift Card Information screen, which includes:

   • • Active status
     • Expiry date
     • Gift card history
     • Ability to deactivate the gift card if needed.

       Caution: This operation cannot be undone. Once disabled, the gift card is permanently invalid and unrecoverable. Please proceed with caution.