To add a gift certificate or gift card to an order, complete the following:
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Open the Customer Services application from the AudienceView Desktop.
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Select the Order tab.
The Order|Search page appears.
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To create a new order click 'Create New' or search for and select the order that you want to work with. For more information, refer to Creating an Order and Searching for an Order.
The Order|Summary page appears.
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Click 'Add Gift Cert/Card'.
The Add Gift Cert/Card window appears.
The Purchase and Purchase Fixed types of gift certificates/cards will appear within the set list.
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Select the gift certificate/card that you want to add to order. If the gift certificate/card type you select is:
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Purchase: Pre-set amounts will appear in the Amount dropdown on the Order|Summary page, but these amounts can be altered by typing an amount into the 'amount' field.
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Purchase Fixed: The pre-set amounts in the Amount dropdown will be fixed and cannot be altered.
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Enter the name of the recipient in the 'Recipient Name' field, if applicable.
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Enter the printed message that the customer would like to appear on the gift certificate/card, if applicable.
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Enter any associated promotion access codes in the 'Promotion Access Code' field and click 'Go'.
You can enter multiple promotional codes. The currently active promotion access codes will appear in the upper left of the Order|Summary page once the gift certificate/card has been added to the order. Click 'Clear' to deactivate the promotional codes.
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Click 'Add to Order'.
The gift certificate/card appears in the gift certificates/cards section of the Order|Summary page.
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Caution
In some places, it is illegal for gift certificates/cards to have an expiry date. Consult with your accounting team regarding your organization's situation. |
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Information
Gift certificates/cards do not contribute to the order total that is used to calculate threshold levels for delivery charges. Taxes are not applied to gift certificates/cards. |
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To add more gift certificates/cards, repeat the process from Step 4.
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Once you have added all gift certificates/cards, click 'Update Details'.
The gift certificate’s value is added to the Amount Due for the order.
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Information
Once you save your changes, you cannot modify the Type, Printing Format or Amount. |