Gift certificates are universal tools beneficial for the business. When selling certificates 100% advance payment is used, the price which can be exchanged for goods eventually. It means the money will stay within the company.
How to enter certificates in the system
To enter certificates in the system go to the menu Loyalty, tab Gift certificates and pressCreate certificates.
Indicate certificates range. If you enter only one certificate indicate its number in the field “Number from”.
Indicate the nominal value of the entered certificates and their retail price.
In case all certificates are intended for sale they must be activated, so that customers could use them immediately after purchase.
Also they can be activated one by one, in the course of selling. To do this, enter the number of the sold certificate in the search box and click the tick mark at the end of the line.
How to sell a certificate
In order to sell a gift certificate it has to be entered into Assortment as goods. To do this, go to Assortment menu, tab Categories and press Create new.
Enter the new category Gift certificates and click Save.
Then go back to Assortment tab and press Create new.
In the new assortment box enter the name and indicate the Gift certificate category.
* In the item name the nominal value can be indicated so that the cashier is sure to choose the right item.
In the Marking field choose the type of marked goods – Gift certificate. Fill in the units and indicate Retail price. Press Save.
The certificate was added to the Assortment and can be sold. Add other nominal values of certificates in the same manner.