Unlocking Growth: The Ultimate Guide to Biz-Tech Gift Card Processing for Acumatica
Welcome to the future of customer loyalty and revenue growth. Biz-Tech Services Gift Card Processing, seamlessly integrated with Acumatica, provides a high-ROI solution that allows your company to sell serialized gift cards and process them as a primary payment method. This solution is designed to streamline your financial workflows while enhancing the customer experience.
Setting the Foundation: Initial Setup
The first step in your journey is configuring your Payment Methods. To ensure clean financial tracking, it is strongly recommended to create a dedicated General Ledger account specifically for your gift card items. By linking a cash account to this method, you can define a ‘Default Gift Card’ that will automatically populate during the payment process, ensuring a smoother experience for your users.
Configuring for Success: Mapping and Security
The Gift Card Preferences screen is the heart of your configuration. Here, you can establish vital mapping between external SKUs and your internal Acumatica items, which is essential for businesses operating across multiple commerce platforms.
Security is a paramount concern, which is why the system offers two distinct numbering modes:
1. Numbering Segments: Allows you to define a structured, auto-incremental sequence.
2. Random Numbering: A powerful tool to prevent unauthorized use by generating unique strings based on the quantity of cards in a sales order, rather than following a predictable pattern.
Flexible Inventory Management: Stock vs. Non-Stock
Biz-Tech supports both inventory models to fit your specific business needs:
1. Non-Stock Items: Fulfillment is direct. Once a gift card is sold on a standard Sales Order, the system generates serial numbers visible in a dedicated popup for the user. For these items, ‘Ship Complete’ is utilized as the standard shipping rule.
2. Stock Items: For businesses managing physical cards, Stock Items offer deeper control. You must create a specific Lot/Serial Class to track serial numbers and expiration dates. These cards are brought into the system via the Receipts screen, and when a customer makes a purchase, the system requires an allocation from the available pool to ensure only cards currently in your warehouse are sold and tracked.
Seamless Sales and Payment Processing
Selling a gift card is as simple as any other transaction in Acumatica. Whether an order is created manually or imported from an external system, gift card details—including the customer ID and order number—are automatically stored in the GIFT CARDS tab of the Payment Methods screen once a regular Sales Order with Gift Card inventory in its line is created, shipped if needed, and the invoice is released. Just do not forget to have the correct serial number for the item
Then you can process a payment and purchase by Gift Card. Simply have your Sales Order ready with the appropriate line amounts and quantities. On the Payments tab, select your configured Gift Card payment method and the specific serial number. After the payment is released, the card amounts are adjusted automatically in the system. You are able to use the Gift Card partially.
After the Payment is release, all the transactions are available on Payment Methods Screen.
Advanced Visibility: Tracking, Returns, and API Integration
Total visibility is provided through the Gift Card History and Gift Card Summary screens, accessible via the Payment Methods screen. The History screen allows you to view every single transaction associated with a card, from its initial issuance to every partial payment made. You even have the flexibility to manually create a card here if needed.
Managing returns is equally streamlined. By using the Return Order (RC type), you can bring a gift card back into inventory and the system will automatically update its balance. For modern, multi-channel retailers, the Biztech API endpoint allows you to import gift card information from external systems effortlessly. This ensures that your Acumatica system remains the single source of truth for all gift card balances, whether they were sold in-store or online.
Drive your business forward with the precision and power of Biz-Tech Gift Card Processing
