1

Non-Existent Card

Add Value

From the Toast POS app > New Order.

Tap Gift Cards > Add Value ($).

Enter any value, and click Next.

Swipe or enter a number not associated with a gift card at that restaurant.

Gift card cannot be found error message appears.

2

Non-Existent Card

Balance Inquiry

From the Toast POS app > New Order.

Tap Gift Cards > Balance Inquiry.

Swipe or enter a number not associated with a gift card at that restaurant.

Gift card cannot be found error message appears.

3

Non-Existent Card

Redeem

From the Toast POS app > New Order.

Add items to your order.

Click Pay.

Click Gift Card.

Swipe or enter a number not associated with a gift card at that restaurant.

Gift card cannot be found error message appears.

4

Non-Existent Card

Sell Card

From the Toast POS app > New Order.

Tap Gift Cards > Sell Card.

Enter any value, and click Next.

Swipe or enter a number not associated with a gift card at the restaurant.

Gift card cannot be found error message appears.

5

Inactive Card

Add Value

From the Toast POS app > New Order.

Tap Gift Cards > Add Value ($).

Enter any value, and click Next.

Swipe an inactive gift card.

The gift card is inactive error message appears.

6

Inactive Card

Balance Inquiry

From the Toast POS app > New Order.

Tap Gift Cards > Balance Inquiry.

Swipe an inactive gift card.

The gift card is inactive error message appears.

7

Inactive Card

Redeem

From the Toast POS app > New Order.

Add items to your order.

Click Pay.

Click Gift Card.

Swipe an inactive gift card.

The gift card is inactive error message appears.

8

Inactive Card

Sell Card

From the Toast POS app > New Order.

Tap Gift Cards > Sell Card.

Enter any value, and click Next.

Swipe inactive gift card.

The gift card should display as an item selection on the check, for the amount for which you sold it.

9

Inactive Card

Sell Card

Pay cash for the check you created in case 8, which contains the gift card.

You should be able to sell and pay for the gift card successfully.

10

Inactive Card

Sell Card

From the Toast POS app > New Order.

Tap Gift Cards > Balance Inquiry.

Swipe the gift card.

The gift card's balance should be the amount for which you sold it.

11

Inactive Card

Reverse Sell Card

Follow the steps from case 8.

From the Toast POS app, navigate to the Closed Orders tab.

Locate the check from your card sale.

Click Update, then Pay, then Void. Confirm the void operation.

In the overflow menu, click Void Order. Confirm the void operation.

Create a new order.

Click Gift Card.

Click Balance Inquiry.

Enter in the card number for the gift card you originally sold.

Click Done.

The gift card is inactive error message appears.

12

Active Card

Balance Inquiry

From the Toast POS app > New Order.

Tap Gift Cards > Balance Inquiry.

Swipe active gift card.

The balance should be the correct and expected balance on the card.

13

Active Card

Redeem Full Order

From the Toast POS app > New Order.

Add items to your order.

Ensure that the total amount due is less than the amount on the gift card.

Click Pay.

Click Gift Card.

Swipe an active gift card.

The order should go to the Paid Checks tab on the POS, and it should have a gift card payment for the full order amount.

14

Active Card

Redeem Full Order

Run a balance inquiry on the card used in case 13.

The balance should be decremented by the amount of the previous order.

15

Active Card

Redeem Partial Order

From the Toast POS app > New Order.

Add items to your order.

Ensure the total amount due is more than the amount on the gift card.

Click Pay.

Click Gift Card.

Swipe an active gift card.

The Payments screen will open.

Verify that there is a gift card payment for the full amount of the gift card in the payments list.

Verify that there is a balance due.

16

Active Card

Redeem Partial Order

Complete the order from case 15 with a second payment.

The order should appear on the Paid Checks tab.

17

Active Card

Redeem Partial Order

Run a balance inquiry on the card used in case 16.

The card balance should be $0.

18

Active Card

Reverse Redeem

On the Paid Checks tab, locate one of the orders created and paid for in one of the previous two tests.

Click Pay ($).

Note the card number you use to pay for this order, and the amount of money for which you redeem it.

Click each payment and press Remove / Void.

In the overflow menu, clock Void Order.

Create a new order.

Run a balance inquiry on the gift card for which you voided the payment.

The card balance should be incremented by the amount of the voided payment.

19

Active Card

Tip Without Digital Receipts

On the the Toast POS app home screen, navigate to the Setup section and click Device Setup.

Turn off digital receipts.

From the home screen, in the Mode section, click Payment Terminal.

Create an order worth less than the value of an active gift card.

Click Pay.

Click Gift Card.

On the Paid Checks tab, locate the previous check and click Pay ($).

Enter in a tip that the gift card has enough money to cover.

Click Update, and then Close.

The check should be moved to the Closed Checks tab.

20

Active Card

Tip Without Digital Receipts

Run a balance inquiry on the card used in case 19.

The balance on the card should be decremented by the amount of the check and tip.

21

Active Card

Tip With Digital Receipts

On the the Toast POS app home screen, navigate to the Setup section and click Device Setup.

Turn Digital Receipts on.

From the home screen, in the Mode section, click Payment Terminal.

Create an order worth less than the value on an active gift card.

Click Pay.

Click Gift Card.

When the tip dialog appears, select a tip amount less than the gift card balance. This dialog does not allow you to tip more than the balance on the card.

Complete the order.

The check should be moved to the Closed Checks tab.

22

Active Card

Tip With Digital Receipts

Get the balance of the card used in case 21.

The balance on the card should be decremented by the amount of the check and tip.

23

Active Card

Add Value

From the Toast POS app > New Order.

Tap Gift Cards > Add Value ($).

Enter any value, and click Next.

Swipe an active gift card.

Verify that Add Value ($) is added to the check for the correct amount.

24

Active Card

Add Value

Complete the order from case 23.

The check should move to the Closed Checks tab.

25

Active Card

Add Value

Run a balance inquiry on the card used in cases 23-24.

The card balance should be increased by the correct amount.

26

Active Card

Reverse Add Value

On the Closed Checks tab, find the order created in case 25.

Click Pay ($).

Void all payments.

In the overflow menu, click Void Order.

Confirm the void operation.

Create a new order.

Click Gift Card and then click Balance Inquiry.

Swipe the card whose Add Value action was voided.

The gift card balance should be decremented by the voided Add Value action.

1

Account Lookup

Card swipe

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Swipe a card associated with a loyalty account at that restaurant.

The expected loyalty account should appear.

2

Account Lookup

Card swipe

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Swipe a card NOT associated with a loyalty account at that restaurant.

The Invalid Account error message should appear.

3

Account Lookup

Card swipe

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Swipe a card that is NOT a loyalty account card.

The Card swiped is not a rewards card error message should appear.

4

Account Lookup

Keying in number

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Key in a card number associated with a loyalty account at that restaurant.

The expected loyalty account should appear.

5

Account Lookup

Scanning QR code

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer > Scan.

Scan a QR code associated with a loyalty account at that restaurant.

The expected loyalty account should appear.

6

Account Lookup

Scanning QR code

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer > Scan.

Scan a QR code NOT associated with a loyalty account at that restaurant.

The Invalid Account error message should appear.

7

Account Lookup

By email

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer > Lookup.

Key in an email address associated with a loyalty account at that restaurant.

The expected loyalty account should appear.

8

Account Lookup

By phone number

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer > Lookup.

Key in a phone number associated with a loyalty account at that restaurant.

The expected loyalty account should appear.

9

Account Lookup

By name

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer > Lookup.

Key in a name associated with a loyalty account at that restaurant.

The expected loyalty account should appear.

10

Account Inquiry

Unavailable rewards

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

The expected rewards value should display, but because the awards are unavailable for redemption, you should not be able to apply them to a check.

11

Account Inquiry

Available rewards

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

The expected rewards should be available redemption.

A Redeem button should be present.

12

Account Inquiry

Rewards points

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

The expected rewards value should display on the dialog.

13

Account Inquiry

Invalidated rewards

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

Remove the items from your check.

Tap Rewards > Look Up Customer.

The reward should be removed from the check.

The error message Changes to the check have voided applied rewards. Discounts that are no longer applicable have been removed should display.

14

Redemption

Item-level discount

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

Tap Redeem to add a reward to the check.

The reward should apply to the target item on the check.

The amount discounted should be correct.

15

Redemption

Item-level discount

Tap Pay.

The reward discount should be correctly carried to the payment screen.

16

Redemption

Item-level discount

Complete payment on the check.

The payment should process successfully.

17

Redemption

Check-level discount

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

Tap Redeem to add a reward to the check.

The reward should apply to the check.

The amount discounted should be correct.

18

Redemption

Check-level discount

Tap Pay.

The reward discount should be correctly carried to the payment screen.

19

Redemption

Check-level discount

Complete payment on the check.

The payment should process successfully.

20

Redemption

Buy one get one discount

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

The expected reward should display, but should be unavailable for redemption.

21

Redemption

Buy one get one discount

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

The expected rewards should be available redemption.

A Redeem button should be present.

22

Redemption

Buy one get one discount

Tap Redeem to add a reward to the check.

The reward should apply to the target item on the check.

The amount discounted should be correct.

23

Redemption

Buy one get one discount

Tap Pay.

The reward discount should be correctly carried to the payment screen.

24

Redemption

Buy one get one discount

Complete payment on the check.

The payment should process successfully.

25

Accrual and Reversal

Without reward applied to check

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items to the check.

Tap Pay($).

The payment should process successfully.

You should see the expected accrual message.

26

Accrual and Reversal

Accrual reverse

On the Closed Checks tab, find the order placed in case 25.

Tap Pay($).

Void all payments.

In the overflow menu, clock Void Order.

Confirm the void operation.

The check should be successfully voided in Toast.

You should see the expected reversal message.

27

Accrual and Reversal

With reward applied to check

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

Tap Redeem to add a reward to the check.

Tap Pay.

Complete payment on the check.

The payment should process successfully.

You should see the expected accrual and redeem messages.

28

Accrual and Reversal

Redemption reverse

On the Closed Checks tab, find the order placed in case 27.

Tap Pay($).

Void all payments.

In the overflow menu, click Void Order.

Confirm the void operation.

The check should be successfully voided in Toast,.

You should see the expected reversal messages.

29

Accrual and Reversal

With multiple rewards applied to check

From the Toast POS app > New Order.

Tap Rewards > Look Up Customer.

Look up a loyalty account that has associated rewards.

Add items that would trigger rewards to the check.

Tap Rewards > Look Up Customer.

Tap Redeem to add a reward to the check.

Repeat at least once in order to apply multiple rewards to the check.

Tap Pay.

Complete payment on the check.

The payment should process successfully.

You should see the expected accrual and redeem messages.

30

Accrual and Reversal

Partial redemption reverse

On the Closed Checks tab, find the order placed in case 29.

Tap Update.

Select a reward that was redeemed, and void it from the check.

Tap Pay.

Complete payment on the check.

The check should successfully close.

You should see the expected reversal messages.