How To: Gift Certificates – Redeeming Gift Certificates *GIFT (Method B)

Overview

This tutorial describes how to redeem a Gift Certificate using Method B, as described in the Gift Certificates Introduction. You can use gift certificates to purchase merchandise on Take With, Delayed Delivery and Special Order transactions.

NOTE: The day on which the gift certificate was sold must be updated before the gift certificate can be redeemed.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Click image to enlarge.

  1. Enter the Header and Customer information using standard TW, DD, or SO procedures.

  1. Click the Detail tab.

Click image to enlarge.

  1. Enter the merchandise the customer is purchasing using standard procedures.

  1. When you are finished entering items, click Done.

Click image to enlarge.

  1. The Tender Entry window appears. Select Credit Memo from the ‘Payment Type’ drop-down box.

  1. In the ‘Amount’ field, enter the amount the customer is using from their gift certificate.

  1. Enter “*GIFT” in the ‘Account’ field.

  1. Click Accept and the payment appears on the right side of the window.

Click image to enlarge.

  1. If there is still a balance due, enter additional payments until the balance due is zero.

  1. When you are finished, click Done.

  1. Depending on how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
    • The invoice is automatically printed
    • Invoice print is automatically skipped
    • You can choose to print or not print the invoice

  1. When the transaction is updated through Sales Transactions update, it is moved to the ‘*GIFT’ A/R account.
Tags: