Consolidating Gift Card Balances

To consolidate gift card balances

  1. In POS, click Gift Card Balance Inquiry at the top of the page.
  2. In the Gift Card - Balance Inquiry dialog box, enter the first gift card number.
  • If you scan the gift card using a barcode scanner, DataTrak automatically triggers the Lookup balance transaction to the vendor and the balance is returned if one exists.
  • If you must type in the gift card number, for example from a magnetic stripe card, you must type in the number and click Lookup to trigger the balance transaction to the vendor and the balance is returned if one exists.
  1. Make a note of the balance, and then click Cancel.
  2. Select the member and then select the Management category.
  3. Click Gift Card $0.00 and scan or enter the member’s other gift card.
  4. In the Add Value Amount field enter the amount from the first gift as noted in Step 3 above.
  5. Click Add Value.
  6. If the Edit Sale Item dialog box appears, select the employee to receive commissions and then click OK.
  7. At the bottom of the Point of Sale page, click Total.
  8. On the Complete Sale page, click the Vendor Gift Card payment method.
  9. In the Gift Card - Redeem dialog box scan the first gift card for which you checked the balance in Step 2 above.
  10. Click OK.
  11. Click Finish to complete the transaction.

The transaction is sent to the Valutec. If any errors are received from the vendor during the transmission of this transaction, you will be directed to the Gift Card Transactions page to review the error and retry the transaction providing you have the appropriate security roles.