gift cards- online purchase and redemption
DESCRIPTION
Let your customers buy Gift Cards on your online store. Pay via Gift Cards as well with seamless Accounting in Back Office ERPTRANSCRIPT
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Gift Cards withIgnify eCommerceLet your customers buy and use gift cards on your web store along with seamless accounting in back-office Microsoft Dynamics ERP.
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FEATURE OVERVIEW AND CONFIGURATIONOverview of Gift Cards and associated configurations
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Feature Overview3
Pay via gift card during checkout.
Email alerts to recipient any time gift card code is used helps prevent theft.
Online Purchase Online Redemption Dynamics Integration
Gift Card as an item in Microsoft Dynamics ERP item master for easy accounting. Gift card redemption is treated as advanced payment/pre-payment and integrated with sales order.
Multiple gift cards are delivered and paid in real time with available modes of their payment such as credit card and PayPal.
A personalized gift card code is sent to the recipient upon purchase.
Online Gift Cards – Increase customer loyalty and viral marketing to friends and family via online Gift Cards.
API for Third Party Gift Card Integration – Enhance your web store to use third party Gift Cards.
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Configure Gift Card ProductGift Card ProductAssign the gift card template to a standard product with required Gift Card denominations as its SKUs and your gift card is ready for sale.
Personalized GiftingAccept recipient’s name and personalized message for a personalized gifting experience. Out of the box HTML template provided for the same.
Non-Returnable ProductRemember to mark Gift Card SKUs as non-returnable. These SKUs are paid for and delivered in real time via email.
Non-Taxable ProductRemember to mark Gift Card SKUs as non-taxable since they are non- taxable by law.
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BUYING A GIFT CARD AND GIFTING ITHow to purchase a gift card via the web store or the manager panel.
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Purchasing a gift card on the web storeCustomers purchase a gift card from the web store for friends and relatives by entering the recipient’s name, email address, a personalized message and then choose a gift card amount from the available denominations. Shoppers can buy multiple quantities of a gift card in a single order, and the shopper receives all gift card codes in a single email.
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Purchasing a gift card via in-store edit in the Manager PanelAs purchasing a gift card requires recipient’s name and email address, the CSR needs to purchase a gift card via ‘In-Store edit’. This feature logins in the CSR to the web store as the customer where he adds the gift card to shopper’s cart and navigates back to the Manager Panel to complete the purchase.
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Real time deliveryGift Cards are paid and delivered in real time. An email with GC code is triggered as soon as GC is purchased.
Personalized emailPersonalize the gifting experience for your customers while customizing the email o suit your brand and increasing brand recognition.
Resend gift card emailThe CSR can view and resend the gift card code email if required.
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Comprehensive view of the gift card history in the Manager PanelThe CSR can track the balance pending on a customer’s gift cards, the web store it was used at, along with other details such as the currency, recipient’s name, amount etc. This record is downloadable and can be a good starting off point when planning customer centric promotions and other offers on your web store.
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PAY VIA GIFT CARDHow to redeem the gift card via the web store and the Manager Panel.
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Let customers pay via gift card - partially or fully!
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Customers can use gift cards as a payment method during checkout to make partial or full payment. Gift card payments are treated as advance payment/pre-payment as they are charged upfront and gift card balance deducted accordingly.
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Let CSR accept payment via gift cards – partially or fully!CSRs can also accept payments via gift card. They can use gift cards gifted to a customer or purchased by a customer and accept payments against orders placed via the Manager Panel.
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Gift Card redemption email alertAn email alert is sent to the gift card recipient any time the gift card is used towards payment for an order either via the Manager Panel or the web store. This ensures security against theft of gift card code.
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EXPIRING A GIFT CARDHow to expire a gift card manually via the Manager Panel
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Expire gift cards manually via the Manager PanelThe CSR has the option to manually ‘Expire’ a gift card from the Manager Panel. Only gift cards with a pending balance can be expired. This feature can help protect a customer’s gift card from theft and inappropriate use.
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RETURNS AND REFUND FOR GIFT CARD PAYMENTSReturn of orders paid via Gift Card
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Returning an order paid via gift cardIf a gift card payment was made on a sales order then an appropriate refund is made to the gift card account during returns. Any balance over and above the gift card amount would be refunded to the credit card or any other payment method selected in the return order form.
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GIFT CARD SALE, REDEMPTION AND REFUND ACCOUNTINGIntegrated with your Microsoft Dynamics ERP financial system for ease of accounting.
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Gift Cards Accounting1. Accounting in case of gift card purchases is no different than any
other sales transaction. Whenever a gift card item is purchased, it is recognized as actual revenue and recorded as sale on the balance sheet in the Microsoft Dynamics ERP item master, thus matching the sales transaction and bank record.
2. When a gift card is redeemed, the payment hits the GC account. As no money is deposited to the bank, the bank record and GC account again tally with each other.
3. In case the shopper never redeems the gift card, the GC is never treated as a liability to the merchant as it was treated as sale during purchase.
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Gift card life cycle - Purchase
Order containing gift card is integrated in the back-office ERP for fulfillment.
As gift cards are paid and delivered real time, their amount integrates as a advance payment.
The order is invoiced by the operator or a batch process. Zero value invoice is generated for purchased gift card.
Invoice for remaining amount (if other items were purchased with the gift card) is integrated back to the Manager Panel along with the tracking details.
The credit card is charged for money equal to invoice total. Charged money is integrated back into ERP as payment against the invoice.
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Order paid via gift card is integrated in the back-office ERP for fulfillment.
Amount paid by gift card integrates as an advanced payment in back-office ERP.
The order is invoiced by the operator or a batch process. Zero value invoice is generated for amount paid via gift card.
Invoice for remaining amount (if order total > amount paid by gift card) is integrated back to the Manager Panel along with the tracking details.
The credit card is charged for money equal to remaining invoice total. Charged money is integrated into ERP as payment against the invoice.
Gift card life cycle - Redemption
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Refund to gift cardWhen return invoice with negative amount is generated, the payment is refunded to the gift card and the remaining amount is refunded to the other payment method used during order placement.
Online return requestsReturn requests paid partially or fully via gift card can be submitted online via automated checkpoint ensuring only valid returns are submitted.
Warehouse receives items Returned merchandize is received in the specified warehouse. The process of receiving and inspecting the merchandize is based on the back-office Dynamics ERP. Different ERPs provide a slightly different process for receiving returns.
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Gift Card ReportThe Manager Panel provides gift card report that can be used to see shopper’s response for gift card in your system.
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