giftcard-v4.2-userguide (2)

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GIFT CARD

USER GUIDE

Version 4.2

mailto:[email protected]:[email protected]

Copyright (c) 2009-2014 www.magestore.com

Gift Card v4.2 User Guide 2

Table of Contents

1. INTRODUCTION ............................................................................ 4

For Customers ................................................................................................. 4

For Admin........................................................................................................ 5

Others .............................................................................................................. 6

2. HOW TO USE .................................................................................. 7

2.1. Order a Gift Card Product ........................................................................ 7

2.2. Manage Gift Card/Credit ........................................................................ 14

2.3. Use Gift Card/Credit to Place an Order.................................................. 18

3. HOW TO CONFIGURE ............................................................... 21

3.1. Settings ................................................................................................... 21

3.2. Manage Gift Card Templates .................................................................. 30

3.3. Create/Edit a Gift Card Products ............................................................ 35

3.4. Generate Gift Codes................................................................................ 42

3.5. Manage Gift Codes ................................................................................. 45

3.6. Manage Gift Card Credit Balance .......................................................... 50

3.7. Create New Order ................................................................................... 51

3.8. Refund Orders ......................................................................................... 52

3.9. History .................................................................................................... 53



Table of Terminologies

No. Terms Explanation

1 Gift code

Gift codes are not only generated from Gift Card

products but can also be added by Admin:

Gift codes of Gift Card products are generated

in Settings

You can import/add gift codes in Manage

Gift Codes, or auto generate random gift

codes in Generate Gift codes

2 Gift code pattern Template to auto-generate random gift codes

3 Gift Card product

Gift Card can be created as a product in your

store. Like other products, it will have details

like: Product page, Price, Weight

4 Gift Card value

The value of Gift Card that can be used to

purchase products at your store. For example:

Customer may buy a Gift Card whose value is

$100 at just $90. His friend later can buy a

product of $100 in your store.

5 Gift Card order, Product

order

Gift Card order is the order purchasing Gift Card

at your store.

Product order is the order using gift codes to

purchase products at your store.

6 Gift Card Product page

The detailed page of a Gift Card where

Customers can choose options like: sending Gift

Card to friend, filling recipients information,

sending Gift Card via emails/PO, adding

message, scheduling day to send

7 Credit Balance

When Gift Card Credit Balance function is

enabled, Customers may redeem their gift codes

to a credit balance and use the balance to pay for

orders at your store.



1. INTRODUCTION

More and more Customers go online to find gifts for their friends and families, instead of

wandering from shop to shop to buy the best gift. Why not join this trend by creating Gift

Card/ Gift Voucher as a 1-size-fits-all gift? With this extension, Customers can purchase

Gift Cards to present others and then recipients can use them to buy products at your

store. Its a great idea for helping you increase customer satisfaction.

OUTSTANDING FEATURES

For Customers

Gift Cards have different values for Customers to choose at their convenience.

(Featured)

Customers can select Gift Card template and upload their preferred image. (Hot)

Gift Card usage conditions (if have) will be shown before Customers purchase.

(New)

Customers have a chance to buy Gift Cards at a lower price than their actual value.

(Hot)

Buyers can schedule to send Gift Cards on a certain date.

Buyers can choose to provide their name or not when sending Gift Card to friend.

(New)

Buyers can write a custom message on Gift Card for friends.



Buyers can preview Gift Card with information and design chosen before adding to

cart. (Hot)

Gift cards are delivered through email or post office.

Send notification emails to buyers when recipients receive Gift Card. (New)

Multi-shipping addresses are provided, allowing clients to send Gift Cards to many

people at the same time.

Allow multiple people to use one gift code as configured in backend.

Customers are able to redeem their gift codes to Gift Card credit balance to use as

a payment method in checkout.

Customers can track status of their gift codes and know when they will be expired.

Customers can quickly check and manage Gift Card codes. Right after they buy

Gift Cards, the system automatically adds gift codes to their Gift Card list.

Gift code can be used as a discount coupon or a payment method when customers

check out.

Auto-add Gift Card to Customers list when using Gift Card at checkout.

Allow recipients to add Gift Card to their lists by clicking on the link in the email.

Customers can check Gift Card information without logging in to the website.

For Admin

Create unlimited Gift Card products to sell online.

Set different values of Gift Card products to be shown as a drop down, fixed

amount or a range.

Separate Gift Card price and Gift Card value, allowing Admin to configure prices

of Gift Card products based on their actual value. (New)

Configure the quantity and codes of Gift Card products.

Limit Gift Card usage to some specific items and stores with Shopping Cart

Conditions and Cart Item Conditions.



Admins can import gift codes from CSV files, add, print or generate gift codes

using patterns to reward customers or use vouchers offline.

Easily manage templates and images for Gift Card product and preview them

before they are applied. (Hot)

Provide Gift Card history for better tracking gift codes, order ID, Customer email,

redeemed value, status, etc. (New)

Auto-send emails informing recipients and Customers of Gift Card code.

Allow adding Gift Card product with recipient, email when creating order in

backend. (New)

Able to generate gift codes in a certain sequential order (Gift Card increment

codes). (New)

Easy tracking with auto updating voucher status.

Configure Gift Card usages such as conditions, numbers of users, expiration,

paying for shipping fee, etc.

Allow using Gift Card discount after or before tax. (New)

Configure what will be displayed on Gift Card product page and the shopping cart

page.

Allow changing logo and notes in Gift Card printout.

Support One-step checkout or Step-by-step checkout method.

Others

Open source 100%

Support Magento Community Gift Card and Magento Enterprise Gift Card

License Certificate valid for 1 live Magento installation and unlimited test

Magento installations (No license key required).

Easy to install and configure

User-friendly interface



2. HOW TO USE

This section demonstrates how Customers can use Gift Cards in frontend.

2.1. Order a Gift Card Product

Gift Card can be ordered as a normal product. Customers can enter or choose the

value and quantity of Gift Card they want to order, then click on Add to Cart

button.

The price of Gift Card product may differ from Gift Card value. It depends on

Admins configuration in backend, which could be a fixed value or a percentage of

Gift Card value. If the price type is percentage, Customers will see the

corresponding Gift Card prices when they choose different Gift Card values.

For better Gift Card appearance, after choosing a preferred template, Customers

can select between 1 of provided images. It is possible for Customers to

personalize their Gift Card by uploading their own image as well. The



recommended size for image to upload is 275x400px. 3 file types are supported

including .GIF, .JPG and .PNG.

If Customers upload an image with an unsupported file type or the image is larger

than the maximum file size configured by Admin, the system will auto-show an

alert message to notify Customers.

For Gift Card products that have usage conditions, the conditions will be displayed

in a tooltip form when hovering over the hyperlink text as shown below:

Customers can also send Gift Cards to their friends by ticking Send Gift Card to

friend checkbox and enter all the required fields:



Recipient name: the name of the recipient

Recipient email address: the email address of the recipient. The system will

send an email which contains a Gift Card code to this address.

Custom message: the message is delivered along with the Gift Card code.

Day to send: Customers can set up the date that a Gift Card will be sent.

If Customers want a Gift Card to be sent through a post office, they need to tick

Send through post office checkbox.

If Customers want to get the notification email when their friend receives Gift

Card, they need to tick the Get notification email when your friend receives

Gift Card checkbox.



To preview how the Gift Card actually looks like when recipients receive,

Customers can click on the Gift Card thumbnail image or the Preview Gift Card

button. A popup of Gift Card interface will be shown as below:

After Customers add a Gift Card to cart and click on Proceed to Checkout, they

will be directed to the following page:

When Customers send the Gift Card to their friend



When Customers buy the Gift Card for themselves:

Then Gift Cards products can be checked out as normal products. Customers will

receive a Gift Card code if they buy for themselves. In case Customers purchase

the Gift Card to send to their friends, the code will be delivered to their friends

email with the following form:



If the Sender has ticked the checkbox Get notification email when your friend

receives Gift Card, a notification will be sent to his email address immediately after

the Gift Card is delivered to the friends email as below:



If Customers purchase Gift Card for themselves, the notification email that they receive

is as below:



2.2. Manage Gift Card/Credit

After receiving a voucher code, Customers can check their voucher balance and credit by

clicking on Gift Card tab on the navigator bar in My account section:

Gift Card/Credit Management page will be shown as below; the gift code

which Customers received will be automatically added to the list.

On this page, Customers can add a gift code which they received to the list or

redeem it to their Gift Card credit balance. Next time when they order a product,

they can use their credit balance without having to enter the gift code.

Customers need to click on Add/Redeem a Gift Card button and enter the Gift

Card code into the text field.



Add a Gift Card:

Customers need to click on Add To Your List button, this Gift Card will be added to

the list and displayed as below:



Gift Card list shows some information of Gift Cards such as: code, balance,

status, added date and action. Customers can view, print, redeem and remove

their Gift Cards.

Gift code is mostly hidden to ensure the security for Customers. They can view a

full gift code by clicking on each one.

Clicking on View link on Action column, Customers can view Gift Card detailed

information.

They can also redeem their Gift Card to the credit balance or remove it from a list

by clicking on the corresponding link in Action column.

If Customers add the code which is sent to their friends, it will be highlighted as

below:



Redeem a Gift Card:

After entering the code, Customers need to click on "Redeem Gift Card" button. The

value of the Gift Card will be redeemed to their Gift Card credit balance.

Customers are able to view the detailed information of their credit balance by

clicking on View detail link. Credit Detail page is shown as below:



This page shows their current balance and their Balance history (Action,

Balance Change, Gift Card code, Order, Balance, and Date).

2.3. Use Gift Card/Credit to Place an Order

When Customers have Gift Card codes or Gift Card credit balances, they can use them

as a payment method when ordering a product. There are two ways to use Gift Card

code/credit balance:

On Shopping Cart page:

Customers can choose to use credit or Gift Card by ticking either Use Gift Card credit

to check out or Use Gift Card to check out checkbox or both.

Use Gift Card credit to checkout: Customers need to enter an amount of money

they want to use. After applying, this amount will be deducted from their Gift

Car credit balance immediately.



Use Gift Card to check out: The system shows a box where Customers can

enter gift codes. Besides, they can use gift codes they added to the list on Gift

Card/Credit Management page.

After Customers click on Apply Gift Card button, the Grand Total will be updated as

below:

On Checkout page:



Customers can choose to use Gift Card or Gift Card credit and enter the amount of

money as on Shopping Cart page. Then click on Add Gift Card button to apply.

*Note: Gift Card codes or Credit Card credit balances cannot be used to purchase Gift

Card products but they can be spent on shipping fee, depending on Admins settings.



3. HOW TO CONFIGURE

*Important Note: If you use a different theme from the default theme of Magento, you

need to move template, skin and layout files into your theme folder:

- app/design/frontend/base/default/....

- skin/frontend/base/default/css/magestore/...

3.1. Settings

To configure default configurations and settings of the extension, please log in to

backend, and then choose Gift Card menu Settings. Administrators can change

parameters as follows:

General tab :



No. Field Sample Description

Enable Gift Card Yes Enable Gift Card module on your site

Gift code

1 Gift code pattern GIFT-[A.4]-

[AN.6]

Configure the pattern to auto-generate

gift codes for Gift Card products

when Customers purchase in frontend.

[A.8] : 8 alpha characters

[N.4] : 4 numeric characters

[AN.6] : 6 alphanumeric characters

If you enter GIFT-[A.4]-[AN.6] as the

sample, the system will auto-create a

bunch of gift codes matching this

pattern, GIFT-ADFA-12NF0O for

example.



2 The number of prefixes

shown

4 The number of prefix characters

which are shown in a voucher code is

4, for example: 1234-XXXX.

3 Replace hidden

characters by

X All hidden characters in a voucher

code are replaced by X, for

example: 1234-XXXX.

Gift Card usage

4 Gift code of Gift Card

product expires after

365 Gift Card can be used within 365 days

after being activated.

5 Maximum time(s) allow

to enter gift code

incorrectly

5 Customers can just enter a code

incorrectly for 5 times.

6 Maximum number of

users per one gift code

1 You can limit that just 1 user can use

a gift code.

7 Enable customers Gift

Card credit balance

Yes Allow Customers to redeem/ use Gift

Card credit balance.

8 Allow using Gift Card

for shipping fee

Yes Gift code or Gift Card credit can be

spent for shipping fee, even when

ordering Gift Card product.

9 Show link to check Gift

Card on website

Yes Enable Customer to check status of

Gift Cards after entering gift codes.

Tax Configuration

10 Apply Gift Card

discount

Before Tax Apply Gift Card discount to

Customers order value (tax

excluded).

Gift Card Product page tab:




Gift Card value

1 Default Gift Card value 25,75,100 Set default Gift Card dropdown values

as 25, 75, and 100 in case admin didnt




specify when creating Gift Cards.

*Note: this configure is only applied to

Gift Cards created in previous versions

of the extension. Starting from version

4.0, each Gift Card product must have

its own value(s) when being created.

2 Description of Gift Card

value

The value

of Gift Card

Description of Gift Card value shown

on Gift product details page to explain

for Customers (only applied to Gift

Cards in versions below 4.0).

Gift Card template

3 Allow customers to

change the image

inserted into template

Yes Enable customers to change the image

inserted into Gift Card template by

uploading their preferred picture.

4 Maximum size of images

uploaded by customers

400 Limit the maximum size of images

uploaded by customers to 400KB

5 Remove customers

image from the server

when Gift Card balance

is 0 or expired

Yes Allow the system to auto-remove

images uploaded by customers from

database when Gift Card balance is 0 or

expires.

Gift Card shipping information

6 Allow shipping Gift

Card

Yes Gift Cards can be sent through post

office.

7 Minimum days for store

owner to send Gift Card

through post office

5 After Customers order Gift Cards for

friends and choose Send through post

office option, Gift Cards will be sent to

recipients within 5 days.




8 Message max length 240 Customers can write a custom message

within 240 letters

9 Enable scheduling Gift

card delivery

Yes Allow Customers to set dates to send

Gift Cards

Shopping Cart Page & Checkout page tabs:


1 Show Gift Card box

on shopping cart

page

Yes Enable a Gift Card box for customers to

apply gift codes right on the shopping

cart page.

2 Information

displayed on

shopping cart page

Gift Card value

Gift Card template

Recipient name

Show selected information of Gift

Card on shopping cart page

3 Show Gift Card Yes Allow showing Gift Card printout




image as product

image in shopping

cart

preview as product image on shopping

cart page

4 Show Gift Card box

in the Payment

section

Yes Show Gift Card box for customers to

apply gift codes right on the Payment

Method section at checkout

Email notification tab:



No. Filed Sample Descriptions

General

1 Enable email

notification

Yes Allow sending notification emails to

Customers and recipients.

2 Send Gift Card to

friends when Gift

Card status is

Active Gift Card will be sent to friends via

email when its status is Active

3 Sender of email

notification

General

Contact

Set the default sender of notification

emails as General Contact

4 Gift Card notes {condition

s}.

Notes displayed in Gift Card delivery

email.

5 Send Gift Card copy

via email

Yes Allow sending a copy of Gift Card via

email if Customers choose to ship

through post office

Notification email sent to purchaser

6 Send-to-Purchaser

email template

Choose the email template sent to

purchasers after buying Gift Card



No. Filed Sample Descriptions

successfully.

7 Send-to-Recipient

email template


purchasers when recipients receive

Gift Cards.

Notification email sent to recipient

8 Send-to-recipient

email template

Choose the email template sent to Gift

Cards recipient.

9 Send notification

email to recipient

when purchaser

refunds Gift Card

Yes Enable email notification sent to

recipient when sender refunds Gift

Card.

10 Send-to-recipient

email template when

Gift Card is refunded


recipient when Gift Card is refunded.

11 Auto-send reminder

email before Gift

Card expires

Yes Enable auto reminder email sent to

Customers before Gift card expires

12 Auto-send reminder

email before

5 The number of days to send

notification to Customers before the

expiration date of a Gift card.

Gift Card Printout tab:




1 Logo for PDF

Printouts

Default/logo_print.png Stores logo used when Gift Cards

are printed or sent via email.

2 Show barcode

on Gift Card

Yes Show barcode on Gift Cards when

they are printed or sent via email.

3 Type of Barcode QR code Show QR code on Gift Cards when


4 Gift Card notes Converting to cash is

not allowed.

The notes shown on Gift Cards when


3.2. Manage Gift Card Templates

After installing the module, you can start with Gift Card templates. This function helps

you create unlimited templates for Gift Card with different titles, designs, images and

notes. You can flexibly customize Gift Cards for different purposes, such as X-mas Gift

Card or Birth Day Gift Card, offering Customers a wide range of choices.



To access Gift Card Template Manager page, go to Gift Card menu Manage Gift

Card Templates.

The Gift Card Template Manager page will be displayed as below:

As you can see, this page lists all available templates in the system. You can

add/edit/delete a template and export the list of templates to .CSV/.XML files. If you

want to change status /delete templates in mass, simply select multiple rows, apply an

action then click on Submit button.

There are 3 default Gift Card templates with 3 different design styles for you to select:

Default template 1: picture aligns with the left of Gift Card

Default template 2: picture aligns with the top of Gift Card

Default template 3: picture aligns with the center of Gift Card



Default template 1

Default template 2



Default template 3

If you want to create new Gift Card templates, select Add Gift Card Template button

and finish the form as below:

General Information tab:




1 Template name Gift Card for Xmas Name of the Gift Card template

2 Status Active Enable this template to be chosen

when creating Gift Card product

3 Template design Left The image will be aligned with the

left of Gift Card.

4 Title Xmas Gift Voucher Set the title of Gift Cards using this

template as Xmas Gift Voucher

instead of the default title Gift

Card.

5 Style color #FFFFFF Choose color of texts in fields

including Title (Xmas Gift

Voucher), Value and Card number.

6 Text color #A9A7A7 Choose color of other texts (fields

name, message, notes, etc.).

7 Background

image

Upload an image to use as a

background of Gift Card. Please

follow the recommended size for the

best result:

- Top Template: 600x175 px

- Left Template: 350x365 px

- Center Template: not available

*Note: Customers will not be able to

change the background image.

8 Notes Converting to cash is not

allowed. You can use the

Gift card code or redeem it

to credit balance to pay for

your order

Add notes, such as usage conditions,

for Gift Card.



You can click on Preview button at the top right corner to see how Gift Cards using

this template will look like. All changes in title, template design, style color and text

color will be shown in a popup. If you want to view the background image applied on a

Gift Card, click Save and Continue Edit button and then preview as above.

Images tab:

In this tab, you can create a list of images for Customers to select when buying Gift

Card in frontend. Just click on Add button and choose image files to upload.

*Note: You should use images with the following recommended sizes for better

display:

Template style is Top: 600x190 px.

Template style is Left: 250x365 px.

Template style is Center: 600x365 px.

Click Preview under each image to see how Gift Card will look like. When you finish,

remember to click on Save or Save and Continue Edit to save your work.

3.3. Create/Edit a Gift Card Products

There are two ways to create a Gift Card product: on Manage Gift Card Products page

and on Manage Products page.

Create Gift Card on Manage Gift Card Products page:



Go to Gift Card menu Manage Gift Card Products

Click on Add Gift Card Product button

Click on Continue button then enter information as a normal product. You should pay

attention to the following tabs:

General tab:

Different from normal products, there is another required field, Select Gift Card

template, allowing you to choose templates for Gift Card product. You can add more

templates to this field in Manage Gift Card Templates (please refer to section 3.1 for

more details).



Prices tab:

In Prices tab, Admin can configure prices and values of a Gift Card Product.

The extension provides 3 types of Gift Card value, including fixed value, range of

values and dropdown values. You can base on the type chosen to set Gift Card value(s)

accordingly such as 50-100 (USD) for the range of values type.



The next step you need to do is selecting the type of Gift Card price, which could be

1 in 3 following options:

Default: Gift Card price is the same as Gift Card value by default.

Fixed number: Gift Card price is a fixed number as you configure in the next

field.

Percent of Gift Card value: Gift Card price is a percentage of Gift Card value as

you configure in the next field.

If you choose the type of Gift Card price as Fixed number or Percent of Gift Card

value, remember to fill in the next field Price/ Percentage to set the price for your Gift

Card product.

The following example will help you have better understanding about these

configurations.

Type of Gift Card value: Dropdown values

Gift Card values: 20,30,40

Type of Gift Card price: Percent of Gift Card value

Percentage: 90,90,90

So Customers only have to pay 90% of Gift Card value, which means $36 for a $40

Gift Card for instance.

Conditions tabs:

The difference between a Gift Card product and a normal product is that a Gift Card

product contains 2 more condition tabs, which are Shopping Cart Conditions and

Cart Item Conditions.

The Shopping Cart Conditions tab enables you to set up the conditions applied

to shopping cart when Customers use Gift Card, for example: Customers can only

use their Gift Card for orders which have Subtotal equals or is greater than $200.



The Cart Item Conditions tab allows you to set up Gift Card usage conditions

applied to each item in Customers shopping cart. For example, Customers can

use their Gift Cards to pay for orders only if the Qty. in cart is equal or greater

than 2.

*Note: Normally some common product attributes are enabled to use with promotion

rules by default. If you dont see the attribute you want when setting Gift Cards

Conditions, such as SKU, you can go to Catalog Attributes Manage Attributes.



Search and choose Attribute Code, such as "SKU". Then change "Use for Promo Rule

Conditions" to "Yes".

Remember to click on Save or Save and Continue Edit button to save your work.

After saving, the Gift Card product which you have just created will be shown on

Manage Gift Products page as below:

Create Gift Card on Manage Products page:

Go to Catalog menu Manage Products

Click on Add Product button

Select Product Type: Gift Card

Click on Continue button and enter information as in Manage Gift Card

Product page.



After saving, Gift Card product which you have just created is shown on both

Manage Products page and Manage Gift Products page as below:

In order to edit any Gift product, you need to click on corresponding row or link Edit.

Remember to click on Save or Save and Continue Edit button after editing to save your

work.



3.4. Generate Gift Codes

This function helps you to generate a wide range of synchronous Gift Card codes, then

you can print and give them to your Customers.

Go to Gift Card menu Generate Gift Codes, you will be navigated to Gift Code

Template Manager page.

To add a new template to generate gift codes, click on Add Template button and

configure information as below:

Template Information tab:


1 Template name Gift Card for Xmas Name of the template to generate gift codes

2 Gift code pattern GIFT-[A.4]-[AN.6] Configure the pattern to generate gift codes

in mass as the following example:








sample, the system will auto-create a bunch

of gift codes matching this pattern, GIFT-

ADFA-12NF0O for example.

2 Gift code value 10 The fixed value for each gift code generated

is $10.

3 Currency

US Dollar The currency unit for gift code value is US

Dollar.

4 Expired on

03/8/16 The expiration date for gift codes is March

8th

, 2016.

5 Gift code Qty. 100 The number of gift codes generated based on

the pattern above is 100.

6 Store View All Store Views Customers can use the gift code in all store

views.

Conditions tab:

In this tab, you can set special conditions applied to shopping carts when Customers

use gift codes generated to check out.



After setting up, click on Save Template, Save and Continue Edit or Save And

Generate button, the template created will be shown in the Gift Code Template

Manager grid as below:

When you click on Save And Generate button, gift codes will be auto-generated. After

that, Add Templates page will show a new tab as below:

Gift Codes Information tab:

Besides viewing details and status of gift codes generated, you can export the list of

Gift Card codes to .CSV or .XML file by clicking on the drop-down list Export to,

choose one of the options provided and then click on Export button.



3.5. Manage Gift Codes

Our module enables you to manage gift codes with ease. Go to Gift Card menu

Manage Gift Codes, you will be navigated to Gift Code Manager page.

This page gives you a detailed list of all gift codes in your system, including gift codes

created from Gift Card orders in front-end and gift codes created/ generated in back-end.

Each gift code is provided with essential information, such as the Initial Value, the

Current Balance and gift codes status, etc. To help save much time in managing, our

module allows you to select multiple gift codes and apply the following action(s) in mass.



Export the list of gift codes to CSV/XML files

Change status/send email/delete/print gift codes. Please note that gift codes

without recipient email address cannot be sent.

Besides, you can add new gift codes manually, import gift codes in bulk from CSV files

and edit each gift code by clicking on Edit link at the end of each corresponding row.

If you want to create a new gift code manually, select Add Gift Code and finish the

form as below:

General Information tab:




1 Gift Code Pattern GIFT-[A.4]-[AN.6] Configure the pattern to generate a gift code

as the following example:





sample, the system will auto-create a gift

code matching this pattern, GIFT-ADFA-

12NF0O for example.

2 Gift Code Value 10 The fixed value for the gift code is $10.

3 Currency

US Dollar The currency unit for gift code value is US

Dollar

4 Template

Default Template 1 Gift Cards default template 1 is used for the

gift code generated, in case it is sent to

Customers by email or post office.

You can add/ edit templates on Gift Card

Template Manager page (please refer to

section 3.1. for more details).

5 Template image

Show the image used with the Gift Card

template chosen above. You can edit this

image on Gift Card Template Manager

page (please refer to section 3.1. for more

details).

6 Status

Active When the gift codes status is active,

Customers can use it in frontend.

7 Expired on 03/8/16 The expiration date for the gift code is

March 8th

, 2016.




8 Store View All Store Views Customers can use the gift code in all store

views.

9 Last Comments Add Admins notes if needed

Conditions tabs:

Similar to Shopping Cart Conditions tab and Cart Item Conditions tab when

creating new Gift Cards, these two tabs on New Gift Code page allow you to set

conditions applied to shopping carts and items in cart when Customers use this gift

code to check out.

Message Information tab:

If you intend to send the gift code to a specific person, a Customer for example, this tab

allows you to add information about the Customer, the recipient and a custom message.



After entering all data, remember to click on Save, Save And Send Email or Save

and Continue Edit to save your work.

Moreover, you can add new gift codes by importing voucher codes from a CSV file.

You need to click on Import Gift Code button on the top right corner of the Gift

Code Manager page.

The Import Gift Code page will be shown as below for you to browse a CSV file.

And then, click on Import or Import and Print button.



3.6. Manage Gift Card Credit Balance

Go to Customers menu Customers Manager.

Click on any row

Choose Gift Card Credit tab

On this page, you can view current Gift Card credit balance and Balance History of a

Customer.

In order to change Customers Gift Card balance, you need to enter the amount of money

into "Change Balance" text field and click on Save Customer or Save and Continue

Edit button. The balance will be updated and the change will be added to Balance

History grid as below:



3.7. Create New Order

On Create New Order page, after selecting a Customer and adding a product to an order,

the system will show the Gift Card box, which allowing you to use Gift Card credit

balance or Gift Card code(s) of the Customer to pay for this order. Select the method(s) as

you want and then remember to click on Apply Gift Card button.

After applying, the discount from Credit Balance/Gift Card Code will be subtracted from

the Subtotal as below:



3.8. Refund Orders

When Customers request for refunding their Product orders which Gift Card credit/ gift

code was used as a payment method, the system will show a box to enter the amount of

money which will be refunded into Customers credit balance or Gift Card code.

If Customers have their own account on your site, this amount will be refunded into their

Gift Card credit balance by default even if they use either their credit balance or Gift Card

code to check out.

If Customers dont have accounts on your site, this amount will be refunded into their Gift

Card codes.

*Note: Once Gift Card is used (redeemed or used to buy other products), it cannot be

refunded to cash.



3.9. History

All actions related to Gift Card such as: Create, Update, Mass Update, Spend on order,

Refund and Redeem are recorded on Gift Card History page. Go to Gift Card menu

History to access this page.

On Gift Card History page, you will know when Gift Cards were created/ updated/

redeemed/ spent/ refunded and by whom as well as their values and status.

You can filter data with the above criteria to get more accurate reports. Information can

be exported to .CSV or .XML files for your convenience.

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Documents

giftcard-v4.2-userguide (2)