Gift Certificates: Difference between revisions

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11-3-15: We are no longer issuing the plastic gift cards. We have printed Gift Certificates in the plastic file drawer behind the front counter filed under "G". These are blank certificates that are ready to sell. Get this ready for the customer~
11-3-15: We are no longer issuing the plastic gift cards. We have printed Gift Certificates in the plastic file drawer under the F-L bay filed under "G". These are blank certificates that are ready to sell. Put them in an acetate sleeve with chip board.
<br> Here is the procedure:
<br><br>
Option 1
<br> <br>
1. See if the Gift Certificate recipient is set up in LabWorks. If not, get their information, and set them up. (We must have phone # and email.)


2. Next you'll put the $ amount as a credit for them that they can debit from as they make purchases. Do this as follows:
This is the procedure:<br>
 
# See if the Gift Certificate '''Recipient''' is set up in LabWorks. If not, get their information, and set them up. (We must have phone # and email.)
'''Actions > Accounts Receivable > Receive Payments'''
# Next you'll have to write up a work order under the person's name who is purchasing the gift certificate. Should they not be in our system get their information: ie. Full name, phone number and email.
 
# Code for gift certificate is:  '''GIFTCARD'''
Put in the Customer Number, the Payment Amount (the Gift Certificate Value), Payment Type on their card, DO NOT SELECT GIFT CERTIFICATE, click vs/ms or discover, cash, or check, depending on how they are making their payment, then "OK". The $ will show as the "Unapplied Amount.)
# After the transaction give the customer the invoice(if they want it) and leave the work order on Glen's desk.  
 
# Put in customer notes of '''recipient''' the name of the person who bought the gift certificate and include date.
<br>
# When filling out the gift certificate information be sure the recipient's customer number is written on the certificate.
3. No receipt will generate. To give the customer something, you can print a Customer Activity Report. If you need to email it, make a PDF to attach.
# (Glen will do this) After invoicing issue a CM to the person or the account under which the gift certificate was purchased. Under AR apply the gift certificate amount to the recipient's account. This will balance out LW in sales revenue.
 
<br><br>
Option 2<br> <br>
 
1. See if the Gift Certificate recipient is set up in LabWorks. If not, get their information, and set them up. (We must have phone # and email.)
<br>
2. Next you'll put the $ amount as a credit for them that they can debit from as they make purchases. Do this as follows:
<br>
3. Add a line Item by going to the search button> #19 Customer Service > Gift Card
<br>
4. Make a Deposit & Select how they will be making their payment I.E. visa/master card, cash, check, etc. DO NOT SELECT GIFT CERT.
<br>
5. Print out a copy for the customer~

Latest revision as of 13:45, 25 February 2025

11-3-15: We are no longer issuing the plastic gift cards. We have printed Gift Certificates in the plastic file drawer under the F-L bay filed under "G". These are blank certificates that are ready to sell. Put them in an acetate sleeve with chip board.

This is the procedure:

  1. See if the Gift Certificate Recipient is set up in LabWorks. If not, get their information, and set them up. (We must have phone # and email.)
  2. Next you'll have to write up a work order under the person's name who is purchasing the gift certificate. Should they not be in our system get their information: ie. Full name, phone number and email.
  3. Code for gift certificate is: GIFTCARD
  4. After the transaction give the customer the invoice(if they want it) and leave the work order on Glen's desk.
  5. Put in customer notes of recipient the name of the person who bought the gift certificate and include date.
  6. When filling out the gift certificate information be sure the recipient's customer number is written on the certificate.
  7. (Glen will do this) After invoicing issue a CM to the person or the account under which the gift certificate was purchased. Under AR apply the gift certificate amount to the recipient's account. This will balance out LW in sales revenue.
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