5.a) The Gift Certificate activation link |
Activate a Gift Certificate for use
If your store supports Gift Certificate sales your Administration Panel will display a 'G.C. Manager' link and will also show additional options on the 'Order Manager' page next to each order.
Once you have processed the payment for the order you should return to the 'Order Manager' screen and in the row for that particular order you will see a 'MANAGE GCs' link in the 'View GCs' column. Click on this link and the Gift Certificate Manager screen will appear. This screen displays the gift certificates for this order. Clicking the 'UPDATE' link on this screen will show the unique gift vertificate number, original amount purchased for this gift certificate, current status, date the gift certificate was emailed to the recipient, current balance available and a field to enter an amount spent that will adjust the available balance for tracking purposes.
5.b) The Gift Certificate activation screen |
Click the status dropdown and change the status to active immediately after you have successfully processed the order payment (if payment is declined you would set the status to 'Refunded' so that the gift certificate cannot be used. As this is the initial activation of the gift certificate be sure to check the 'Send Email' box so that an email is sent to the gift certificate recipient with a link to their certificate for them to print. You do not need to check this box on subsequent status updates, however you may do so if you wish to send the recipient a new link to their gift certificate each time their balance changes. After you have sent the initial email to the recipient the date this email was sent will appear in the 'Sent:' field when you return to this screen.
If the customer is redeeming their certificate for a product or service, go to this screen and change the status to 'partially redeemed' or 'redeemed in full' and enter the amount spent in to the 'Amount Spent: $' box. When you update the certificate the balance will reduce according to the amount spent.
Some clients may wish to track certificates using their own software or paper filing system, in that case you should still come to this screen after the initial purchase in order to set the status and make a note of the gift certificate number and original amount.
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