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:
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<br> <br>
This is the procedure:<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.)
# 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.)
 
# 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.
2. Next you'll put the $ amount as a credit for the Recpient that they can debit from as they make purchases. Do this as follows:
# Code for gift certificate is:  '''GIFTCARD'''
 
# After the transaction give the customer the invoice(if they want it) and leave the work order on Glen's desk.  
  '''Actions > Accounts Receivable > Receive Payments'''
# Put in customer notes of '''recipient''' the name of the person who bought the gift certificate and include date.
 
# When filling out the gift certificate information be sure the recipient's customer number is written on the certificate.
Put in the recipient's Customer Number, the Payment Amount (the Gift Certificate Value), Payment Type on their card*, DO NOT SELECT GIFT CERTIFICATE, click visa/mc or discover, cash, or check, depending on how they are making their payment, then "OK". The $ will show as the "Unapplied Amount.)
# (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.
 
(Enter the credit card number of the '''Gift Certificate Purchaser''' in Accounts Receivable. No need to make a Work Order in LabWorks. If the Recipient has a credit card number on file, delete it from the field on the Receive Payments screen and enter the CC# of the Gift Certificate buyer. Their credit card will not be retained beyond that transaction.)
 
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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.

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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