Gift Certificates: Difference between revisions

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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.)
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 the Recpient that they can debit from as they make purchases. Do this as follows:
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 you can enter under CASH CASH to save time however you still need to get their information: ie. Full name, phone number and email.


  '''Actions > Accounts Receivable > Receive Payments'''
3. Code for gift certificate is: '''GIFTCARD'''


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.)
4. 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.


(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 purchaser. Their credit card will not be saved beyond that one transaction.)
5. Put in customer notes of '''recipient''' the name of the person who bought the gift certificate.


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6. 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.
 
4. Put in customer notes of '''recipient''' the name of the person who bought the gift certificate.

Revision as of 19:43, 22 December 2020

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~
Here 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 you can enter under CASH CASH to save time however you still need to get their information: ie. Full name, phone number and email.

3. Code for gift certificate is: GIFTCARD

4. 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.

5. Put in customer notes of recipient the name of the person who bought the gift certificate.

6. When filling out the gift certificate information be sure the recipient's customer number is written on the certificate.

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