To purchase Value Cards in the SOI, you must first go to Setup>System Settings>Channels>SOI>Allow Card Purchases and set it to 'Yes'.
Follow the steps below to add a Value Card to an SOI 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 Value Card purchase. |
3 |
Click on the Value Card Purchase link on the Order Items screen. |
4 |
Enter the Value Card information in the fields provided. Card Number - The barcode number stamped on the back of the specific card being issued. Expiration Date* - An expiration needs to be entered for a date in the distant future ( i.e., 10/12/2022). Credit Existing Value Card - If the customer has an existing card, the new amount can be added to that card by selecting it from the drop-down. Value - Enter the dollar amount being assigned to the card. *Note: Most states do not allow Value Cards to expire since they are considered the same as cash. |
5 |
Click on Create Value Card Credit. |
6 |
The card is listed as an order item and additional items can be added. |
7 |
The Value Card is shipped to the customer per the regular order payment process. |
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