CONFIGURING GIFT CARD ACTIVATION FEES MARGIN*PLUS POS

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1 CONFIGURING GIFT CARD ACTIVATION FEES MARGIN*PLUS POS To configure the taxable Gift Card Activation Fees for the Vanilla Visa & Vanilla Mastercard s, you first create an Activation Fee Item for each Fee Amount and then link it to the appropriate items. This will allow the Activation Fees to automatically apply to the transaction when the gift cards are sold. This also allows for reconciliation reporting which can be used when its time to submit your fees. Below you will find the necessary instructions to configure your Gift Card Activation Fees and the suggested Reports to use for submission. If you have any questions, please contact POSitec Customer Support at PHASE 1 DETERMINE THE NECESSARY FEES The Activation Fee Amount information can be found directly on the Vanilla Visa & Vanilla Mastercard packaging. The Activation Fees are different based on the denomination of the gift card; therefore, they cannot be lumped together. For example, the Activation - $3.95 Fee must remain separate from the Activation - $4.50 Fee as they relate to different gift card items.

2 PHASE 2 CREATE AN ACTIVATION FEE ITEM As mentioned above, each Activation Fee Amount must remain separate for maintenance purposes. This means that you ll have to create a separate Item Number for each Activation Fee Amount. The Activation Fee is also GST/HST Taxable in all provinces, except for British Columbia so if your store is located in a different province, be sure to add the necessary tax codes to each fee. If an Activation Fee Item already exists within your Margin*Plus POS system, you may continue to the Phase 3 Link an Activation Fee Item section of this document. 1. Select [1] Inventory File Maintenance, then [1] Item Master File Maintenance 2. Enter the unique [Item Number] you wish to use for this Activation Fee 3. At the Item not found prompt, press [Enter] 4. Enter the [Activation Fee Item Description] you wish to use; ie: Activation Fee $ Complete the Create Item Entry Form with the following: a. Tax Status select your [GST/HST Taxable] Code (all provinces, excluding BC) Or b. Tax Status select your [No Tax] Code (BC Only) When creating several items with similar attributes, press the [F1] or [F16] Page Down key while you are in the Case Size field. This will automatically copy the information into Fields 8, 9 and from the previous item. 6. At the Are all entries correct? prompt, choose [Yes] 7. At the Add pricing to the product message, choose [Yes] 8. At the Enter New Base Cost prompt, enter the [Activation Fee Amount]; ie: for the Activation Fee $7.50 Item, enter the Base Cost as $ At the Enter New Retail prompt, enter the [Activation Fee Amount]; ie: for the Activation Fee $7.50 Item, enter the Retail Price as $ At the Enter Base Gross Margin prompt, enter [$0.00]

3 11. Press [Enter] through the remaining fields, then at the Okay to write price changes? prompt, choose [Yes] PHASE 3 LINK AN ACTIVATION FEE ITEM Once the Activation Fee Items are created it s time to link them to the necessary gift cards. 1. Select [1] Inventory File Maintenance, then [1] Item Master File Maintenance 2. Lookup the item you wish to add the Activation Fee to, then select [M] Modify 3. At the Enter field number to modify prompt, enter Field Number [22], then press [Enter] 4. Enter the [Activation Fee Item Number] you wish to link to this item, then press [Enter] 5. When all item changes are made, at the Enter field number to modify prompt, press [Enter] 6. At the Are all entries correct? prompt, choose [Yes]

4 PHASE 5 PROCESSING A TRANSACTION Now that the Activation Fee Configurations are complete, you re ready to start selling these gift cards. When you scan the gift card into a transaction, the Activation Fee will automatically apply. PHASE 6 RECONCILIATION REPORTING Use the following Margin*Plus Report to submit the total Activation Fees you ve collected. PRODUCT SALES BY DATE RANGE The Product Sales by Date Range Report will list the total quantity of units sold within the selected date range and category for each Activation Fee Item. 1. Select [17] End-of-Day Procedures, [11] Product Sales by Date Range, then choose your [Printer] 2. In the Soft By field, choose [Category], then [By Item] 3. Enter the [Starting Category] and [Ending Category] for the Activation Fee Items 4. Enter the [Start Date] and [End Date] you wish to run this report for 5. In the Show Below Cost Only? field, choose [No] 6. In the Summary Only? field, choose [No] 7. In the Skip Zero? field, choose [Yes Skip items with zero sales] 8. Select [Execute]

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