Gift Certificates

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.