Online E-Vouchers Setup

This guide will demonstrate how to setup and configure e-gift cards/e-vouchers that can be purchased and emailed directly to the recipient with the codes required for redemption. 

If you wish to use this feature, please raise a ticket to inform the team as there are some pre-requisites that are necessary to allow full functionality of this module.

An E-Gift card/E-Voucher needs to be setup for each denomination you want to offer (i.e., £5, £10, £15 etc.). Currently there is no flexibility on the value that can be added in the way a physical gift card can be purchased in store.

It is best practice to create a new department for the vouchers to sit under as these are not physical gift cards and they are not a physical item. However this is entirely up to you where you want these to sit. If you choose to do this then you can create a Department under File Maintenance - Department/Sub department Maintenance.

Just create new

Only the Department name is required - Gift Vouchers

Then create the Sub Department -  Gift Vouchers 

You can now create your E-Gift Voucher product in the usual stock creation manner (see this KB article for more info) with relevant details as you would for any other product. The crucial field on the stock record that needs selecting is the 'Gift Voucher' field - see screenshot.

The item can be set up as a Third Party item if you require this to auto despatch (voucher email will be sent automatically irrelevant of choice)

Non Physical Item needs to be ticked as well.

You also need to make sure this is not selected as a Stock Holding Item as there is no physical stock to be booked in. 

It is recommended that you select 'Bar Item from Tills' on the stock record too to avoid confusion especially if physical gift cards are sold in store. This isn't critical for the setup completion.

If you have created the product to auto despatch then you just need to go into the despatching branch in Branch Maintenance and update the option to allow auto despatch for Third Party items.

You'll also need to ensure that the postage rule is set to 'none.'

Once the stock is created, proceed to Catalogue File Maintenance to complete the configuration that allows the product to be displayed online.

With regard to the automated emails that are sent to the purchaser and recipient of the E-Gift card/E-Voucher, this is setup within File Maintenance > System Configuration > Customer Order. 

As soon as you select 'Use Online Gift Voucher Module', the text boxes will display.

Gift Voucher Prefix: Letters that show before the start of the redemption code.

Gift Voucher Next Serial Number: this is the number that will next be selected in the sequence of redemption codes.

Gift Voucher Email Text: See screenshot below for more detail.

Email Text To Sender: See screenshot below for more detail.

Customer Online User Journey:

The product page will show a form that is to be completed by the purchaser which asks them to enter the recipients details and a message.

The customer also has the ability to delay sending the E-Gift card/E-Voucher until a date of their choosing (e.g., a friends birthday in 3 days time).

Once this has been completed, please let the Support Team know so a script can be run to start the recipient emails being sent.

Ensure that you complete some testing prior to making the product live so you are happy the full process works as you require it to.

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