Gift Card Processing. CoLinear Systems, Inc. CoLinear Systems, Inc. 1 of 23 update: 10/31/2011

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1 CoLinear Systems, Inc. 11 CoLinear Systems, Inc. 1 of 23 update: 10/31/2011

2 Table of Contents WTG Gift Card Services... 3 Introduction... 3 Card Services Information:... 3 Creating Virtual Gift Cards... 4 Selling/Redeeming Gift Cards in Response... 8 Selling Gift Cards in Response... 8 Creating the Gift Card as Inventory Items... 8 Gift Card Menu Items... 9 Gift Card Setup... 9 Selling a Gift Card in Order Entry...10 Fulfilling a Gift Card...10 Gift Card Customer Service...13 Redeeming Gift Cards in Response...14 Miscellaneous Gift Card Functions:...18 Virtual Terminal...18 Gift Card Activity...19 Importing Gift Card Amount...19 Redeeming Gift Card in Counter Sales...20 Other Notes...21 FAQ...22 CoLinear Systems, Inc. 2 of 23 update: 10/31/2011

3 WTG Gift Card Services Introduction WTG Card Services is a standalone, fully-functional gift card production and services suite. The plastic AND the service. WTG gift card program is fully integrated in Response version 10. The website explains about card production, fees, and the Contact page contains a brochure and merchant application (with all of the service level details, fees, schedules, etc). It's important to note that the gift card service, with its web presence and XML web services at its core, can be accessed not only by Response, but also by your local/remote call center, your website, and directly through the web interface all at the same time. The "available anywhere" mentality is critical for a true multi-channel gift card solution. WTG Card Services was architected as an external, Response-agnostic utility, to be used with, or without, Response. In other words, a restaurant or candy shop could use the cards and services provided and not know anything about Response. As long as you have an internet connection, you can use this service. Card Services Information: Use this link to find pricing information on gift cards from WTG Gift Card Services. You ll use this same link later to log in to create/manage cards CoLinear Systems, Inc. 3 of 23 update: 10/31/2011

4 Creating Virtual Gift Cards To setup a WTG Gift Card account, send an to WTG Card Sales to start the process. Once an account has been created, click the Merchant Login link to access your site. To create Virtual Cards, click on the Create Virtual Cards button and then New Order. CoLinear Systems, Inc. 4 of 23 update: 10/31/2011

5 Here you will enter a short description for your order, the number of cards to create, if you would like to activate these cards now, the value of the card, and if these are promotional cards*. There are also optional expiration and note fields. *Important Accounting Note: If you choose promotional card, cards are treated as a discount. Otherwise, they are treated as deferred revenue. CoLinear Systems, Inc. 5 of 23 update: 10/31/2011

6 Click Next to verify your order (order is not complete until you click Submit Order below). Once the order has been submitted, you can download the individual card numbers and info into a csv file, or show a listing of your order(s). Click on the Reporting button to see your gift card activity. CoLinear Systems, Inc. 6 of 23 update: 10/31/2011

7 Note, since promotional cards are accounted (deferred revenue vs. discount) for differently than non-promotional, they are separate in the reporting area. Click on the Virtual Terminal option in the left column to activate or add value, redeem or reduce, perform balance inquiry or void or deactivate card Note: this is all outside of Response; the gift card data is not stored in Response at all CoLinear Systems, Inc. 7 of 23 update: 10/31/2011

8 Selling/Redeeming Gift Cards in Response Selling Gift Cards in Response Creating the Gift Card as Inventory Items To sell gift cards, you must setup the item in inventory. Mark an item as a gift card and give it a value. Item is priced and otherwise stocked as a normal inventory item. Your preprinted/pre-numbered gift cards are stored in a bin like any other item. For the Value, enter the face value of the gift card. With a set value, you can sell, for example, a $25 gift card for $20 the value is not tied to the item price. If you want to sell gift cards of any denomination, leave the value at $0.00 (dynamic) and the Gift Card value after fulfillment will be set to the lineitem item price. Example, someone wants a $500 gift card have a generic GIFTCARD inventory item setup with the Item is a Gift Card flag checked on, with a 0.00 (dynamic) value. When entered in Order Entry, the lineitem item price will determine the value of the gift card. Virtual Card means the card is not a physical/plastic card. Virtual Cards are just a number. These numbers are generated on-the-fly from the Card Service and may be ed/printed/etc. CoLinear Systems, Inc. 8 of 23 update: 10/31/2011

9 Gift Card Menu Items Gift Card Setup Card Service currently supports WTG Card Services. Merchant Id / Login ID / Password are a valid merchant ID/username/password as setup on the WTG Card Services Site. Values Expire After X days Leave 0 for no expiration, or set number of days. Hands Free Fulfillment disables prompts during Gift Card Fulfillment (explained later). CoLinear Systems, Inc. 9 of 23 update: 10/31/2011

10 Selling a Gift Card in Order Entry Sell a gift card like a normal item. Optionally set a lineitem message the message will be stored with the card and displayed upon redemption. Note: you can sell a fixed value gift card for a different price than the value. Fulfilling a Gift Card The order is printed as a normal order. CoLinear Systems, Inc. 10 of 23 update: 10/31/2011

11 Warehouse personnel go to Orders / Authorize/Deposit/Gift Cards / Gift Card Fulfillment: Scan or Enter the Shipto ID and press Enter or Ok, the Gift Cards on the order are listed. Next, pull the item(s) as needed based on the Item to Scan Info and scan/swipe the barcode on the back of the gift card(s). CoLinear Systems, Inc. 11 of 23 update: 10/31/2011

12 When the last number is scanned, Response will ask whether to Activate Gift Cards as Scanned? (Note: this question is bypassed if Hands Free Fulfillment is checked in Gift Card Setup screen). The Card Services website is used to activate the card numbers and store a balance. Security Note: An order must be associated with a card to activate it within Response. CoLinear Systems, Inc. 12 of 23 update: 10/31/2011

13 The Result of the card activation is displayed in the Result column, and a message is displayed that Cards were activated as shown. Optionally an SPE is executed upon Verify/Complete of Gift Card fulfillment. This can be used, for example, to print out a customized gift card holder using personalization data on the order or to send an to the customer and /or ShipTo with the card number in the , which is especially useful for Virtual Cards. The same can be done at order confirmation; this is just an additional hook if needed. Gift Card Customer Service For Fulfilled and Shipped gift card lineitems, the card number(s) may be viewed in Customer Service Lookup / Orders / Lineitems. For Gift Card Lineitems, click the Gift Card Info button to auto-load the associated card number into the Balance Inquiry section of the Response Gift Card Virtual Terminal. You can then perform manual Balance Inquiries, Deactivate, etc. e.g. Customer calls, I never received my gift card from order You can go here, find the card number that was fulfilled and see if any activity has occurred on the card using a Balance Inquiry or a Journal display, then optionally deactivate the card and create a new order for a replacement card. CoLinear Systems, Inc. 13 of 23 update: 10/31/2011

14 Redeeming Gift Cards in Response Order Entry Totals Tab contains a new button and totals item, Gift Cards. Pressing Alt+T or clicking the Gift Cards button will bring up the Add Gift Cards to Order dialog. CoLinear Systems, Inc. 14 of 23 update: 10/31/2011

15 Enter as many gift cards in this screen as needed, and as they are added to the dialog, the Balance is displayed in the FYI column. After entering gift cards and relaying balance info to the Customer, CoLinear Systems, Inc. 15 of 23 update: 10/31/2011

16 specify the amount to redeem from each card, then Alt+A or click Apply. The web service will reduce the amount available on the card, the Amount Redeemed and the Balance Due will update for the order. CoLinear Systems, Inc. 16 of 23 update: 10/31/2011

17 Once the order is updated with Gift Card balances, you can then process the rest of the order on a credit card using the Authorize! button, or on account, etc. using the normal method of payment section. CoLinear Systems, Inc. 17 of 23 update: 10/31/2011

18 Miscellaneous Gift Card Functions: Virtual Terminal Orders > Authorize/Deposit/Gift Cards > > Virtual Terminal For Balance Inquiry, simply enter the number and click Balance. For Activate/Add, enter the Card Number and an Amount and optional User Data, then click Add/Activate... CoLinear Systems, Inc. 18 of 23 update: 10/31/2011

19 For Redemption, enter card number and redemption amount, and click Redeem. To deactivate a card, enter the card number and click Deactivate. Gift Card Activity Orders > Authorize/Deposit/Gift Cards > > Gift Card Activity (10/14/08 note, to be completed, very similar to View Credit Card Transactions) Importing Gift Card Amount Map the imported amount on Order Import to IMPO.GC_Amount (must utilize web service directly on external website/call center to process redemption, then import the amount redeemed along with order info). CoLinear Systems, Inc. 19 of 23 update: 10/31/2011

20 Redeeming Gift Card in Counter Sales In Counter Sales, after you have finished adding items to order, just scan the card (with the cursor in the item/scan/swipe area) or type in the card number. You will be prompted for the amount of the gift card you want to apply to the order. CoLinear Systems, Inc. 20 of 23 update: 10/31/2011

21 Other Notes Security Related card data stored in external web service to allow true multi-channel exposure. CoLinear Systems, Inc. 21 of 23 update: 10/31/2011

22 FAQ Q. What changes do Gift Cards create for RCK? A. RCK needs access to gc_amount field in sysoent. until then, use deposit amount. Q. What passes thru RCK for? A. just the deposit/gc amount, not the GC number (unless you want to store the number as a CSR comment) Q. What passes thru RCK for GC if there are multiple Gift Cards on one order? A. the sum of the gift cards redeemed. Q. How does the XML Web service work? What details will our programmer need? A. The Response user should start with our web services documentation. We require a signed NDA (non disclosure agreement) before CoLinear can provide you that web services documentation. Q. For a gift card ordered thru RCK, our website will provide a "variable price" option, meaning the customer can enter any desired value. Will that price be the Lineitem price passed by RCK? A. yes, it uses the lineitem price. CoLinear Systems, Inc. 22 of 23 update: 10/31/2011

23 TECH: Document modification history 10/14/08 document created (draft) 02/23/2011 convert document to.docx (previously giftcardsinresponsev10.doc) 3/21/2011 added gift card services info, counter sales info 10/31/2011 added intro and FAQ. Plus doc review and formatting (cosmetic) CoLinear Systems, Inc. 23 of 23 update: 10/31/2011