Gift Card Processing
Gift Card Processing is a native extension for Acumatica that manages the full gift card lifecycle—from issuance and sale through redemption, balance tracking, history, and returns—directly within Sales Orders, Invoices, and AR payments. It supports both non-stock (code-based) and serialized stock cards, optional expiration control, and centralized setup and governance. The result is consistent processing, accurate balances, and an auditable record of every transaction without side spreadsheets or ad-hoc tools.
Gift Card Processing
Gift Card Processing is a native extension for Acumatica that manages the full gift card lifecycle—from issuance and sale through redemption, balance tracking, history, and returns—directly within Sales Orders, Invoices, and AR payments.
It supports both non-stock (code-based) and serialized stock cards, optional expiration control, and centralized setup and governance. The result is consistent processing, accurate balances, and an auditable record of every transaction without side spreadsheets or ad-hoc tools.
1
Centralized gift card lifecycle control
Gift Card Processing covers issuance, sale, redemption, and closure in one governed flow. For non-stock cards, numbers can be generated according to a numbering scheme or entered manually during order entry and fulfillment. For stock cards, serialization ensures each card is unique and traceable; if the serial class tracks expirations, an expiration date can be applied and enforced throughout downstream transactions.
As cards are sold and redeemed, the system maintains face value, used amount, and remaining balance. Customer, order, and document references stay attached to each card. This provides end-to-end traceability: every redemption points to a released document and a specific card, which simplifies reconciliation and audit.
2
Payment method integration across order-to-cash
Gift cards operate as a first-class payment method in Sales Orders, Invoices, and Payments and Applications. When selected, a gift card field is available to capture or default the card (by serial or number), and standard release actions validate and post the transaction. Teams can apply a card at order time, at invoice time, or as a standalone AR payment, keeping processes consistent across channels.
After release, balances are updated automatically on the card record. Finance does not need manual offsets or external trackers; the tender follows the same controls, approvals, and audit trail as other payment methods, ensuring predictable month-end behavior.
3
Flexible item modeling: non-stock or stock with expirations
Organizations can model gift cards as non-stock items for simple digital issuance and easy commerce mapping, or as stock items when warehouse control and expirations are required. Stock cards use serial tracking end-to-end: serials (and optional expiration dates) are created at receiving, and the appropriate serial is picked during allocation and shipment.
This flexibility supports diverse use cases in a single design: digital codes for e-commerce and bulk import workflows, and physical, serialized cards for retail operations where shelf management, physical counts, and expiration compliance matter.
4
Commerce alignment, multi-card support, and numbering
Configuration can map external gift card SKUs to Acumatica items and, when needed, allow multiple gift card SKUs for commerce scenarios. A default gift card item can be defined for imports, enabling smooth ingestion of externally issued cards. For non-stock cards, numbering segments can auto-generate card numbers at scale, ensuring uniqueness and eliminating manual keying.
With these controls, omnichannel flows are unified: cards sold online or externally can be recognized on import, numbered or matched correctly, and processed through the same accounting and balance logic as cards issued inside Acumatica.
5
Operational visibility, auditability, and history
Card-level data is centralized: inventory or non-stock ID, customer, serial or number, source order, face value, used amount, and remaining balance. Users can review card history to see every transaction that affected the balance. Summary inquiries provide portfolio-level oversight so finance and operations can monitor issuance, redemptions, and liability exposure.
Because the system records all actions on released documents, auditors can verify balances and usage without reconstructing events from emails or spreadsheets. This reduces investigation time and helps ensure that liability and revenue recognition remain aligned.
6
Managed returns and synchronized reconciliation
Returns of items associated with a gift card sale follow standard Acumatica RMA and credit memo flows. For stock gift card items, users select sold serials in line details so returns precisely reference the original issuance; for non-stock cards, the related amounts are updated through the normal document chain.
As returns are processed and released, gift card balances, credits, and inventory stay synchronized. This alignment across AR, inventory, and card history prevents mismatches and keeps customer service, warehouse, and accounting on a single, predictable procedure.
Tagline
SCHEDULE A DEMO
«Consider the Gift Card Processing solution as your dedicated financial concierge for all things gift cards. Just as a concierge meticulously manages reservations and requests, this system seamlessly handles the issuance, tracking, and redemption of every gift card, ensuring perfect alignment with your financial records in Acumatica. It’s like having an invisible, unerring accountant for every gift card transaction, freeing your team to focus on growing the business rather than managing complex reconciliations.»
Tagline
SCHEDULE A DEMO
«Consider the Gift Card Processing solution as your dedicated financial concierge for all things gift cards. Just as a concierge meticulously manages reservations and requests, this system seamlessly handles the issuance, tracking, and redemption of every gift card, ensuring perfect alignment with your financial records in Acumatica. It’s like having an invisible, unerring accountant for every gift card transaction, freeing your team to focus on growing the business rather than managing complex reconciliations.»
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