PDAdmin Help

Gift Certificates Print Topic

PDshopPro allows you to sell Gift Certificates (GC) in your storefront (see "Purchase"). These certificates can also be redeemed online, see "Redemption".

To enable these features, go to "General" setup in PDAdmin. To sell Gift Certificates online, you will need to also setup a Menu Tab, or Link to the Gift Certificates page. Go to "Menu/Links", and create a new menu or link and select "Gift Certificates Page" under "Link To".

Steps Involved
1. Your customer purchases a GC online (or you can create it manually in PDAdmin, if the GC is purchased elsewhere)
2. In PDAdmin, you Email the GC Code (using the default/auto GC email).
3. In PDAdmin, you change the Status to "Sent", which enables the code.
4. Your customer redeems it online, during checkout by entering the GC code.

Purchase
User Defined Values
When this is enabled, your customers will be able to specify any amount they wish when purchasing a Gift Certificate.

Specified Values
When this is enabled, you can specify the exact denominations available. For example, if your Gift Certificates are issue with specific values ($25, $50, 100$, etc). Click "Add Values" to setup each denomination.

Gift Certificates purchased online are not immediately available for redemption. After a Certificate is purchased in your storefront, you must process the Certificate in PDAdmin, see Redemption below.

Redemption
To allow redemption of Gift Certificates (GC), you must first enable this function, go to "General" setup in PDAdmin. Before a Gift Certificate can be redeemed online, it must be processed (meaning the "status" must be updated in PDAdmin).

Certificate Code
This is a unique code that is automatically generated when a GC is purchased online. If you setup a GC in PDAdmin (that was purchased offline), be sure to always use unique numbers/code. During checkout, to redeem the GC, you customer will enter this Code in their shopping cart.

Status
This represents the status of the GC.
New - Just created, is not available for Redemption yet.
Sent - This indicates that you have sent the GC by mail or email, and can now be used in the storefront.
Redeemed - This means that the customer has used this code in an order, and the remaining balance is 0.00
Redeemed (Partial) - This means that it was redeemed, but not for the full value. The customer can use it again, until the balance is zero.

*** The Status must be set to "Sent" before it can be redeemed.

To
This is the "To" name the customer entered while ordering this GC.

From
This is the From name they customer entered while ordering the GC.

Amount
This is the full value of the GC, as purchased.

Message
This is the text message the customer entered while ordering the GC.

Send Via Email / Mail
These toggles indicate how the GC should be handled, whether you should email the GC code or mail a physical Certificate to the Address provided.

Send Button
After you create a GC, or it's purchased online, you will see a Send Button on the GC's setup page. This button can be used to send the default GC email message (which you can setup under "Email" in PDAdmin). The email message can contain any text you wish, along with instructions on how to redeem the GC and the code. After you send the GC email, you should change the status to "Sent" so that the code is Active in PDshopPro.

If you sell Gift Certificates at a retail location, and want to allow redemption online, you can create Gift Certificates in PDAdmin. See the Gift Certificate Heading and click on "Add New"