Gift Certificates: Difference between revisions
No edit summary |
No edit summary |
||
| Line 10: | Line 10: | ||
3. Code for gift certificate is: '''GIFTCARD''' | 3. Code for gift certificate is: '''GIFTCARD''' | ||
4. | 4. After the transaction give the customer the invoice 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. | 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. | 6. When filling out the gift certificate information be sure the recipient's customer number is written on the certificate. | ||
Revision as of 19:44, 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. After the transaction give the customer the invoice 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.