Verify Gift Card Numbers Currently in the System

Modified on Wed, 29 Jun, 2022 at 3:03 PM

Overview

    If you need to verify what gift card number you have in your system already follow the steps below.


Procedure (Option 1)

  1. Login to the Back Office
  2. Click on "Reports" on the left hand side.
  3. Type "Gift" in the search box near the top left.
  4. Click on "Gift Card Batches" to open the report.
  5. Once the report opens write down each of the "ID's". These will be used shortly.
    NOTE: You can also keep this web browser tab open and open a new one to look at the next report.
  6. Click on "Reports" on the left hand side.
  7. Type "Gift" in the search box near the top left.
  8. Click on "Gift Card Balances" to open the report.
  9. Change the Advanced Filter to be "Balance - is not empty - 0". This will allow all cards to be shown in the batch you define below.
  10. Click "AND" just to the right of the field with 0 in it.
  11. Add the filter "BatchID - equals" and for the last field this is where you will enter one of the "ID's" you wrote down earlier. You will need to repeat this step for each of the ID's you wrote down earlier so can see what card numbers are in your system.
  12. Once you have the first ID entered click the magnify glass to show the gift cards.
  13. Click on the Gift Card column header to sort by that from smallest to largest numbers. It will have a down arrow next to Gift Card.

  14. Write down the first number in the list.
  15. Click on the Gift Card column header again to sort by that from largest to smallest numbers. It will have an up arrow next to Gift Card.
  16. Write down the first number in the list.
  17. Repeat steps 11 - 16 until you have gone through all of the ID's. This will give you all of the numbers you can NOT use for new  gift cards.


Procedure (Option 2):

  1. Log in to the back office/manager part of Cloud Retailer
  2. Click on "Admin" and then click on "Gift Card Batches"
  3. Select the most recent batch number and click on "export gift card codes to file"
  4. This will generate a file with a list of gift card numbers than can be opened in Notepad, Word, Google Doc's, etc.
  5. Add the gift card numbers to a running file that shows all of the gift card numbers that have been used. This is something that you can keep adding too and also share with the company that prints your gift cards to ensure that you have a record of which gift card numbers are currently being used.


Here is a video showing how Option # 2 works:



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