What Are Gift Certificates?
The Gift Certificate option in vinSUITE allows you to create a prepaid gift certificate to be used as an alternative to credit card purchases made from your website store.
- The Gift Certificate creation process is not dependent on any prepayment being made by the customer. We recommend you first collect the dollar total from the member to cover the amount of the Gift Certificate before creating it.
- Make sure that Gift Certificate is an option in your website checkout process. This field is required in order for your customer to redeem their certificate online. If this field is not currently available, please Contact our Support Desk at firstname.lastname@example.org to enable this feature.
Using the Gift Certificate Utility
In vinSuite, expand the Products module located on the left hand menu and choose Gift Certificates option. The will open the Gift Certificate screen.
Adding a Gift Certificate
- Click Add a Gift Certificate
- Enter the following fields.
Recipient: Enter the name of the person receiving the gift certificate.
Initial Amount: Enter dollar amount.
Active: Set the toggle to YES to activate the certificate.
Once the above fields have been entered, Click Save to create your gift certificate.
- Once the gift certificate has been created, a Certificate # and Key Code will be generated. These will need to be communicated to the Purchaser or Recipient. See below screenshot for details
Redeeming Gift Certificates via the Online Store Gift
Gift Certificates can be redeemed only through your online website store. When going through the checkout process, the person using the Gift Certificate will need to enter both the Certificate Number & Key Code. See below screenshot for details.
- If the customer does not use the gift certificate in its entirety the gift card will be keep a balance.
- The customer may use the gift certificate as many times as they want as long as there is a dollar amount available for use on the certificate.
- The customer will have to contact the winery to find out the balance of the gift certificate.
Gift Certificate Usage Report
The Gift Certificate Usage BASE report will allow you to build a customized list of orders that have used a Gift Certificate as tender. For additional information on that report, visit the online help for vinSUITE Reports