Create Gift Certificate
The Gift Certificate is a prepaid voucher that is exchangeable for a specified cash value of goods and/or services. Considered as non-stock item, it is one of the latest additions in the list of items that can be set up in Connected Business.
This article will demonstrate how to create a gift certificate in Connected Business.
This feature is only available in Connected Business v14 and higher.
To create a gift certificate,
- Go to Inventory module > Item > New Item. The New Item Wizard will be displayed.
- Select Gift Certificate and click Next to proceed.
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- In the General page, enter the details of the Gift Certificate. Tick the Auto Generate Serial checkbox if you want the system to automatically generate the gift certificate serial number upon purchase.
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- In the Unit Measure and Category page, assign the unit measure and category/department (if applicable) for the gift certificate. Click Next to proceed.
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- In the Pricing page, set the pricing or equivalent price value of the gift certificate. In the Enabled column, tick the checkbox of the currency you want to use for the gift certificate.
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- Click Next and Finish to close the New Item Wizard. The Gift Certificate Item Detail form will be displayed. From here, you can edit the gift certificate details as necessary.
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You can find the list of created gift certificate from Inventory module> Item > Find Item > Gift Certificate tab.
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