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//How to track gift certificates in Imonggo

How to track gift certificates in Imonggo

By | 2020-03-10T08:24:09+00:00 November 19th, 2018|How-To|0 Comments

Gift-Cert_FB

Our new feature lets you track the status of your store’s gift certificates or gift checks. To use this feature, you first have to turn it on.

Activate it in Settings > Office > Record Gift Certificates. Turn on the Enable gift certificate tracking switch.

turn-on-gift-certificate

You can create gift certificates in two ways: you can create each one manually, or you can upload a CSV file to upload many in one go.

How to create a gift certificate

1. Go to the Gift Certificates tab in the Customers section of Imonggo then cick the Add Gift Certificate button to manually create one gift certificate.

add-gift-certificate-button

2. Enter the details of the gift certificate in the resulting dialog box.

gift-certificate-creation-details-imonggo

  • Gift Certificate No – Type the gift certificate of this particular gift certificate.
  • Name – Type the name of this set of gift certificates.
  • Reference – Then type the reference number or code of the set of gift certificates.
  • Value – Add the redeemable value of the gift certificate. This should be an amount, not a percent.
  • Expiry – Set the expiry date of the gift certificate.
  • Remark – If you have any more details about the gift certificate set, you can type it here.
  • Status – You can leave this as Available for now.

Then click the Save button to create the gift certificate.

3. Repeat steps 1 and 2 to create more gift certificates. In the example below, we have created a total of gift certificates.

gift-certificate-list-imonggo-free-pos

Please note that you cannot create two gift certificates with the same GC No.

Need a more efficient way to create many gift certificates? Just use Data Manager to do so.

Use Data Manager to create many gift certificates via upload

  1. First, prepare the file that you want to upload. Use a spreadsheets program, like Excel.

file-for-gc-upload-CSV-imonggo-free-pos

Here are the required columns:

  • gift_certificate_no – This is the series number of the gift certificates that you want to create.
  • Name – Type the name of this set of gift certificates.
  • Reference – Then type the reference number or code of the set of gift certificates.
  • Value – Add the redeemable value of the gift certificate. This should be an amount, not a percent.
  • Expiry – Set the expiry date of the gift certificate.
  • Remark – If you have any more details about the gift certificate set, you can type it here.
  • Status – You can leave this as Available for now.

Save the file in CSV format.

2. To go to Data Manager where you can upload this file, just click the Upload CSV button on the Gift Certificates page.

gift-certificate-upload-button-imonggo-free-pos

3. Once in Data Manager, make sure that Gift Certificates is chosen under Select Data to Upload.

gift-certificate-data-manager-imonggo-free-pos

4. Then click the Choose File button to browse for the file in your computer. Once you choose the file, a preview of it should appear on the page.

gift-certificate-choose-file-imonggo-free-pos

5. Then click the Proceed to Upload button.

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6. Confirm the upload in the next dialog.

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7. The next screen should tell you if the upload is successful.

success-gift-certificate-upload-imonggo

8. The Gift Certificates page should also show the uploaded gift certificates in the list.

created-gift-certificates-via-upload-imonggo-free-pos

Please note that you can only upload a GC No once. If you try to add the same GC No in another file upload, that file will have an upload error.

How to redeem gift certificates

Please go to this article to learn how to redeem gift certificates.

Things to note

  • Both Imonggo Store on the browser and on the iPad has to validate the gift certificates before they can be redeemed, so internet connection is required.
  • The validation will check for the following:
    • Confirm that the gift certificate exists in the system and is still not redeemed or voided.
    • Confirm the actual amount of the gift certificate.
  • The gift certificate will only be officially redeemed once the invoice has been finalized. If you cancel the sales transaction before closing the sale, the gift certificates will continue to be valid.
  • When you void an invoice that was paid for using a gift certificate, the gift certificate will not be reactivated. It will still have the Redeemed status because the gift certificate would have already been received or defaced by the cashier. Please issue a new gift certificate with a new GC No. instead.
  • Imonggo allows you to accept more than one gift certificate in a transaction. But if you do not want that to happen, just make it a store policy that you only accept one gift certificate per transaction, and inform your cashier about this policy.

What do you think of this new feature? Tell us your thoughts by commenting below.

Don’t have an Imonggo POS account yet? Sign-up for Imonggo now and let us help start your business.

 

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