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Susanna Romanelli (Unlicensed)

Susanna Romanelli (Unlicensed)

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On the order page, in the Payment Details section, users can issue a new Gift Card by taking advantage of the button Issue New Gift Card.

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  1. Click on the button Issue New Gift Card

  2. Fill the Issue New Gift Card tab and click on Send

  3. The Gift Card will be sent via email to the customer and on the order page, it will show all the Gift cards issued, if more than one, underneath the Payment History area

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  4. A system note will be created and available in the Notes section of the order (see the below example)

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Exception

  • Please note that ONLY CRM users with the Customer Service Admin or Root roles are allowed to exceed the total value of the order, when adding the Gift Card amount. In this specific case, for these users the system will only show a Warning Message stating that the value of refunds + gift cards exceed the total order value, and asking to choose between the option the following two options: Proceed or Cancel.

  • Any other CRM roles, is not allowed to create a Gift card which amount exceed the order grand total. In this case, it displays an error message stating that the value exceeds the value of refunds + gift cards, and request to contact the manager.

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Click on the button Issue New Gift Card

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Fill the Issue New Gift Card tab and click on Send

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The Gift Card will be sent via email to the customer and on the order page, it will show all the Gift cards issued, if more than one, underneath the Payment History area

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A system note will be created and available in the Notes section of the order (see the below example)

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Gift Card and the Customer Account

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