Gift Certificates

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Add a Gift Certificate

Recipient: Enter the name of the person receiving the gift certificate. Initial Amount: Enter dollar amount. Active: Select the Active check box to activate the certificate.

1. Click the Store icon on the Admin Panel. In the menu bar, select Gift Certificates.
   
   The Gift Certificates page appears.
   
2. In the left pane, click Add a Gift Certificate.
   
   
   
   The Add Gift Certificate window opens.
   
   
   
   
   
   
   
3. Make or choose the following entries:

4. Click Save.

   NOTE: Once the gift certificate is saved, a Cert # and Key Code will be generated, and appear as identifiers for Searching certificates.

5. To collect funds for a Gift Certificate you must create a non-wine product to process payment.

   • Creating a Gift Certificate assumes the funds have been collected.
   • The Certificate # and Key Code will need to be communicated to the Purchaser or Recipient.
   • We do not currently have an auto email that sends this information to the Purchaser.

Search for a Gift Certificate

Recipient: Type name Certificate #: Automatically Generates Active: Choose from the drop-down list. Balance: Choose from the drop-down list.

1. Click the Store icon on the Admin Panel. In the menu bar, select Gift Certificates.

   

   The Gift Certificates page appears.

   

2. In Search Gift Certificates in the left pane, enter one or more of the following search criteria. The more filters you enter, the more specific the search result will be.

3. Click Search. The results matching your criteria will appear on the right pane.

   
   You may Edit or Delete gift certificates from the results pages.
   

Edit a Gift Certificate

First, search for the appropriate Gift Certificate(s) and a list of certificates will appear in the right pane of screen.

Recipient: Enter the name of the person receiving the gift certificate. Initial Amount: Enter dollar amount. Active: Select the Active check box to activate the certificate.

1. From the list of items, click the Edit icon (pencil) of the items you want to edit.
   
   
2. Make or choose the following entries:
3. Once you are done viewing and/or editing the certificate, click SAVE.

   NOTE: You may not edit Cert # or Key Code. These are system-generated when the initial gift certificate was created.

Delete a Gift Certificate

First, search for the appropriate Gift Certificate(s) and a list of certificates will appear in the right pane of screen.

1. From the list of items, click the Delete icon of the item you want to delete.
   

2. You will be prompted to confirm the deletion.

   

   You will not be able to undo this deletion. Click OK.

Redeem Gift Certificates

Make sure that Gift Certificate is an option in your website checkout process. This field is required in order for your customer to redeem their certificate online. If this field is not currently available, please reach out to eWinery Customer Care.

Redeem Online

Redeem in eWinery Admin (OMS)

NOTE: Gift Certificates can only be redeemed within the eWinery system (web checkout and OMS). Our system does not currently allow Gift Certificates to be redeemed outside of eWinery.

Notes about Gift Card Redemption

• The customer will need the Certificate Number and Key Code provided to them.
  

• eWinery does not currently have an automated system email that supplies this information to the customer. If desired, you will need to create this email yourself using email documents.

Learn more about Email Documents in eWinery Email Documents.

• If the customer does not use the gift certificate in its entirety the gift card will be keep a balance.
  
  The customer may use the gift certificate number and key code as many times as they want as long as there is a positive balance available for use.
  
  The customer will have to contact the winery to find out the balance of an eWinery Solutions gift certificate.

Gift Certificate Reporting

In the Report Center, there is a report at your disposal called ?Gift Card Usage Report?. This report will pull the necessary information needed for orders in which a Gift Certificate was successfully redeemed. First you will need to write this report and save it to "My Reports".

Learn more about writing reports in eWinery Report Builder.

Gift Card Usage Report in the Report Center

1. In the eWinery Admin Panel, choose Reports > Report Center > My Reports
   
2. Choose the "Gift Card Usage" report from your list of reports.
   
   • If you need to adjust the date range of this report choose edit the report and make your changes and run the report.
   • If no update to a date range is needed, click the "Run" icon( ) from the My Reports section.

3. Report will run in Excel.