Check Gift Card Balance in POS without Using Customer Profile

Check Gift Card Balance in POS without Using Customer Profile

bloodyrosebtq
Excursionist
34 1 25

I have been going crazy trying to find gift card balances for my customers when they come into the store. It took me forever to find the instructions for this.

 

The instructions say:

  1. Tap Customers, then in the search results
  2. tap the customer's name
  3. tap View all gift cards.

This makes ZERO sense and is problematic for so many reasons. The customer you are looking up is not the person that purchased the gift card. Gift cards are GIFTED to another person.

 

Here are some of the problems with this feature as it is implemented.

  1. As the customer that is trying to make a purchase using the gift card, they think they are the customer. Searching by their name yields no results.
  2. As the customer that is trying to make a purchase using the gift card, they may have received the gift card from a friend, but it was paid for by that friend's parent or significant other. They might not know the correct name to look up.
  3. As the customer that is trying to make a purchase using the gift card, they may have received the gift card from someone that paid with cash. Unless you associate a customer name at time of purchase, you cannot lookup a customer that paid cash.
  4. As the customer that is trying to make a purchase using the gift card, may have received the gift card from someone who paid by chip, tap or or Apple/Google Pay. Unless you associate a customer name at time of purchase, you cannot lookup a customer that by a secure transaction method.
  5. As the cashier helping the custom, the cashier cannot log in to the Shopify Admin app to check the gift card balance in Products > Gift Cards. The cashier has to get a manager or someone else with access to the app.

USE CASE: As a customer with a gift card I need the cashier to be able to check my gift card balance while I am shopping in store.

USE CASE: As a cashier I need to be able to check a gift card balance in the Shopify POS for a customer who is shopping in store, without having to get my manager to look up the balance.

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Bloody Rose Boutique
Austin, TX
Replies 2 (2)

Talktohenryj
Shopify Partner
120 0 22

@bloodyrosebtq sadly this is a current limitation of Shopifys native gift card app.

 

That said, if you get a third party app you will have access to this info pretty easily.

 

I own iziGift. This is something we recently built in for this very reason. All you need to do is:

 

  1. Click to go to the app
  2. Go to the orders page
  3. Search for the gift card number 

 

Also, the app will give you the ability to create a gift card balance check page so your customers can easily search for their gift card numbers on their own.

 

Lastly, our app is free for your first $200 of gift card sales per month so depending on the amount you sell this may not cost you anything additional.

 

Hope that help and please let me know if you have additional questions.

 

 

Thanks,

Henry

bloodyrosebtq
Excursionist
34 1 25

Yeah... I understand it is a limitation. That's why I wrote this up.

 

I have a difficult time paying for something that should be a feature provided by Shopify. The cost to get all these plug-ins to accomplish tasks that the app used to do, or can easily be coded to do, is stupid.

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Bloody Rose Boutique
Austin, TX