Gift Certificate Purchase

Step

Action

1

Login to the SOI and click on the Customer Information title bar to assign a customer to the order.

2

Once the customer has been assigned, click on the Order Items title bar to add Gift Certificate purchase.

3

Click on the Gift Certificate Purchase link on the Order Items screen.

4

Enter the Gift Certificate information in the fields provided.

Value- Enter the dollar amount being assigned to the certificate.

Expiration Date*- An expiration needs to be entered for a date in the distant future ( i.e., 10/12/2022).

Card Number- The barcode number stamped on the back of the specific card being issued.

Email Gift Certificate Notification To- The gift certificate recipient's email address.

Verification Code- The code generated by retailer to authorize certificate.

Message- Personal message that displays on the certificate.

 *Note: Most states do not allow Value Cards to expire since they are considered the same as cash.

5

Click on Generate Gift Certificate.

6

The certificate is listed as an order item and additional items can be added.

7

The Gift Certificate is shipped to the customer per the regular order payment process.