Gift cards enables your customers to credit an amount of money on a card to make purchases within your store later.
The card is linked to a single code and can be redeemed by anybody in possession of the card.
In the Apps section of your account install the 'Gift cards' application (Premium option required).
A 'Gift card' product is automatically created in your product database.
This product is by default not taxed. But you can link it to a tax rate in its product form. The tax will then be charged when the gift card is sold (and not when the value is redeemed).
In the application settings, you can enter a validity period that will apply to all gift cards sold.
If you don’t input a period, gift cards can be redeemed indefinitely.
You can change the validity period when you sell a gift card or into the application for cards already sold.
Create a sale and click on the 'Gift card' button under the sale detail.
Enter the card amount in the 'Sell a gift card' section.
The Validity field is automatically fulfilled, but you can change it. Leave it empty for unlimited validity.
The 'Code' field enables to input the code of a printed physical gift card. Leave it empty to generate a code automatically.
Click on the 'Add to the sale' button to confirm the creation of the gift card: the gift card product is added to the sale for the selected amount and you will find the card code in the S/N field (serial number).
Click on the top right button 'Back to the sale'.
Finish the sale as per usual with the payment method used to buy the card.
On Internet, you can buy batches of printed physical gift cards with single barcodes, you can customize with your brand image.
To print a gift card from your account, you can use the 'PDF documents' application (see part 5/ of this guide).
If the S/N field is not available in sales, go to 'Settings/Users/Access management' and enable the right: 'Manage product serial numbers'.
Create a sale and add products purchased by the customer.
Click on the 'Gift card' button under the sale detail.
Scan or input the gift card code in the 'Use a gift card' section and confirm. A credit line for the gift card value is added to the sale.
Complete the sale:
If the total amount of the sale is positive, cash in your customer for the remaining amount,
If the total amount of the sale is negative, add a new gift card to the sale to balance it at 0. Validate the sale with any payment method.
If you don’t want to generate a new gift card, you can use the store credit account of your customer.
The negative amount of the sale will be paid with the CRED payment method to credit your customer account for the remaining amount to redeem. More information.
In the 'Gift card' app you can track gift cards issued, used and expired.
You can filter and export results in CSV.
In your reports:
The turnover linked to the 'Gift card' product is the total amount of issued gift cards,
The negative turnover linked to the 'Credit/Gift card' product is the total amount of redeemed gift cards.
If you don’t use printed physical gift cards, you can print a PDF gift card.
First, install the 'PDF documents' application in the Apps section of your account.
When you sell a gift card, you will find an 'Action' drop-down menu at the top right side of the sale. Select the 'Gift card' template to generate your PDF gift card.
Price lists enables to manage pricing rules different than the one setup in your product database.
You can target pricing strategies for different group of customers: staff, VIP, professionals...
In the Apps section of our account, install the 'Price book' application (Premium option required).
Create a price list and name it.
Click on the 'Edit' button to enter the price list.
Add products from your product database: ID of the product, ID of the product variant (if not, leave the field blank) and then a specific selling price.
On the Price Book main dashboard, click on the 'Enable' button to activate the price list on your account.
You can import a price list with a CSV spreadsheet with three columns: Product ID, Variant ID and selling price.
Create a sale and add products purchased by your customer.
At the top right side of the sale, select in the 'Action' drop-down menu the price list to apply.
Prices of the sale are updated for the products with a special price in the price list, otherwise prices remain unchanged.
In the Apps section of our account, install the 'Rounding' application (Premium option required).
A 'Rounding' product is automatically created in your product database. This product is by default not taxed. But you can link it to a tax rate in its product form.
In the app settings, select the rounding rule to apply, and for which payment types amounts will be rounded.
In sales, if the payment method is linked to a rounding rule, the 'Rounding' product will be automatically added to round the total amount of the sale.
A deposit is a surcharge added to the selling price when the product is purchased.
This deposit can be redeemed depending on conditions like returning the empty container.
In the Products section of your account, create the different deposits as single products (no tax should apply to your deposits). These products should not be tracked into inventory.
In the Apps section of your account, install the 'Deposits' application (Premium option required).
In the app settings, link your products (or variants) to your deposit products.
When a product linked to a deposit is added to a sale, the linked deposit product will be automatically added.
Any action on the main product (delete, modify quantities) will also trigger an update of the deposit product linked.
To redeem deposits, you can create a specific product in your product database, with a negative price. This product will be used to refund your customers or generate a credit.