How do I Make a Gift Certificate Product?

Make a Gift Certificate Product

A Gift Certificate Product is an item that can be bought in your store for a specified dollar amount. During purchase, a special code is created on the store which acts as a credit on the store for the dollar amount/face value of the purchased gift certificate. During purchase, the shopper buying the gift certificate can either use the Gift Certificate code themselves at a later time or have it sent to a friend for them to use on your store.

Be aware that the code will be randomly generated. In previous versions of the Shift4Shop software, Gift Certificate codes would start with GC and a random number. However, beginning with version 9.0.15 of the software, Gift Certificate codes will be completely random including the letters present in the code.

The following article will illustrate how to set up a Gift Certificate Product on your store.

Creating a Gift Certificate Product

Go to Products > Product List.
Then, look towards the top right of the screen and click on the +Add New button.

At this point in the process, you will need to fill out the product's information tab just as you would any other product. (see: Adding Products for more information)

3. In the Pricing section of the product's Information tab, specify the price that the gift certificate will be available for.

4. Lastly, look to the right of the Pricing area and mark the "Gift Certificate" option box.

Finish customizing your product with categories, descriptions, keywords, images, and any other parameters you'd like to specify.

By marking the item as a Gift Certificate, the item will automatically add a block to the product's listing page which will allow the shopper to include an email address, name, and message to whoever they'd like to send the certificate to.

Alternate Gift Certificate Pricing

As mentioned above, the value of the Gift Certificate is based on the product's price information. Normally this would mean creating a gift certificate for each dollar amount that you'd like to have available. However, as an alternative, you can leave the Gift Certificate's price information as 0 and then create Options with Values to denote different denominations. To do this, follow the next steps.

Go to the Product's Options tab.
Add a new drop-down or radio option and label it as needed.
Make the option a required selection.
For the option sets, add your incremental value amounts as shown below.

Your gift certificate will now be available for purchase with any of the allowed denominations.

Purchasing a Gift Certificate

When a shopper purchases a gift certificate, they will be presented with a form in which they can enter a To:, From:, and Personal Message. When the order is placed, an email is sent to the recipient along with the Gift Certificate Code that will be used to redeem the certificate cost.

Redeeming a Gift Certificate

When a gift certificate is redeemed, the shopper will enter it in the store's coupon code field. This can be done in either the View Cart Page or during the checkout process. The store will then place the Gift Certificate's amount towards their final purchase. If a balance is left over, their certificate will still be good until the remaining amount is used up on subsequent orders.

Managing Gift Certificates

To view your site's list of Gift Certificates, go to Settings > Payment > Gift Certificates. This will show you a full list of your store's purchased gift certificates, their respective codes, and remaining balance(s). Clicking on Edit for any of the certificates will also show you the orders on which they were used.

You can also generate your own Gift Certificates from this same page on the fly when necessary. This can be useful as a way to provide a store credit (instead of a refund) for RMA or other customer service situations. More information can be found by clicking here.

Tip: As a recommendation, it may be beneficial to set the COST of your gift certificates to be the same as its face value price. The reason for this is because the gift certificate will appear in your store's sales reporting when it is sold as well as when it is used.

Remember that your sales reports will show data of items sold as well as payment collected on the store. A Gift Certificate technically falls under both designations. Therefore, by setting the Gift Certificate's COST to the same as its face value, you're preventing the store's sales and profit reporting from being unfairly skewed.

In other words, let's say you sell a $100 gift certificate. If the gift certificate has no cost specified, your store's reporting will reflect that you sold and made a profit of $100 on that sale.

Days, weeks, or months later, when the Gift Certificate is eventually used, your store will report it used as a collected payment. Reporting for that subsequent order will reflect that you sold $100 worth of items and collected $100 via a Gift Certificate. However, since the original Gift Certificate didn't have a cost specified to it, both combined orders (the order where the gift certificate was purchased and the order where the gift certificate was used) will report an inflated profit number.

To avoid this, you would make the cost of the gift certificate reflect its overall face value. This way, when the certificate is initially sold, you are not making any profit on it yet. However, when the certificate is ultimately used, your profit reporting will reflect profit more effectively.