Creating Gift Certificates

You can sell gift certificates in your web store or on transactions entered by sales reps. When you create the gift certificate item, you can set the price and criteria for an expiration date.

To create gift certificates:

  1. Go to Lists > Accounting > Gift Certificates.

  2. Click New Gift Certificates.

    Alternatively, go to Lists > Accounting > Items > New and then click Gift Certificate.

  3. Enter a gift certificate Item Name/Number.

  4. Enter a UPC Code.

    When you enter text in this field, the SKU/UPC field on item labels displays this UPC code and prints in UPC bar code format.

  5. Enter a Display Name/Code.

    The display name prints in the Item column of sales forms when basic printing is used.

    If this item is a member of a kit, this name appears in the Item column when the Print Items box is checked.

  6. Enter a Product Name.

  7. If this item is Subitem Of a parent item, enter the parent item in this field.

  8. Select a Department to associate with this item.

  9. Select a Sales Channel.

  10. Select a Location.

  11. On the Sales/Pricing subtab, in the Price Levels section, enter the sale price.

  12. On the Accounting subtab, select an Income account, and a Liability account.

  13. To make the gift certificate available for sale on your web store, on the Web Store subtab, check the Display in Web Store box.

  14. In the Web Site List section, select the Site category where the gift certificate should display.

  15. Click Save.

Related Topics

General Notices