magento gift vouchers/certificates user guide

Gift Vouchers/Certificates

Magento Extension User Guide

widgento.com

Table of contents1. Overview

2. Create Voucher Product 2.1 Email or Postal 2.2 Voucher Info 2.3 Availability Info 2.4 Price Options 2.5 Stock Info 2.6 Stores 2.7 Categories

3. Purchase Voucher 3.1 Product View 3.2 Gift Options 3.3 Shopping Cart 3.4 Voucher Confirm 3.5 Confirmation Email 3.6 Gift Email 3.7 Admin Order

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4. Apply Vouchers 4.1 Apply Voucher Code 4.2 Apply Multiple Voucher Codes

5. Vouchers Management 5.1 Codes List 5.2 Bulk Upload Codes 5.3 View & update info 5.4 View usage stats 5.5 Generate

6. Configuration 6.1 Code Templates 6.2 Apply Vouchers & Gift Emails 6.3 Admin Columns

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1. OverviewSell gift vouchers (gift certificates or gift cards) for specific products or whole shopping cart. Automatic voucher codes generation, multiple codes can be applied at once.

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Assign vouchers to buy specific products

Price ranges or fixed prices for vouchers

Codes are applied in standard coupon field

Manage gift codes info in admin

Control available amount and usage stats in admin

Sell Email or Postal vouchers

Set expiration period for vouchers

Configured Automatic Codes Generation

Multiple codes can be applied at once

Bulk upload own codes

2. Create Voucher Product

1. Go to "Catalog" > "Manage Products"

2. Click "Add Product" to create a Voucher Product

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2.1 Create Voucher Product: email or postal

1. Choose appropriate product type:

1.1 Simple Product - in case if vouchers are posted my mail (print-out)

1.2 Virtual Product - if vouchers are sent with email

2. Click "Continue"

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2.2 Create Voucher Product: voucher info

1. Go to "Gift Vouchers" tab. Here you can manage all information regarding voucher products

2. Set Is Voucher option to Yes. It indicates if a Product is a Voucher Product.

3. Use Target Product option ONLY IF a Voucher Product is associated with a Specific Product. To create association click "Select Product..." and select associated product in popup

4. Set Voucher Lifetime (days) option if you want to restrict validity period. Number of days after voucher purchase date.

5. Display Message Options whether to display additional fields on voucher product page: from name, to name, to email, gift message

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6. Set custom Email Template for product. Common template for all vouchers is configured on screen 6.2

7. Listing price can be defined to display custom price for range prices. This should be also enabled in cofigs (screen 6.3)

2.3 Create Voucher Product: availability info

1. Open Tab General

2. Set Status to Enabled.

3. Set Visibility to Catalog, Search or Catalog.

4. Fill in all required fields.

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2.4 Create Voucher Product: price options

1. Open Tab Prices

2. Set Price value.

In case voucher product is associated with a specific product, customer pays voucher product price (not associated product price).

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2.4 Create Voucher Product: price options1. To setup Price Range for voucher products use Custom options tab

2. Setup Price Ranges with Drop-down or Radio buttons field.

3. Add price options

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2.5 Create Voucher Product: stock info

1. Open Tab Inventory

2. Uncheck Use Config Settings under Manage Stock value

3. Set Manage Stock value No.

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2.6 Create Voucher Product: stock info

1. Open Tab Inventory

If you need to limit the number of vouchers to sell use the following instructions. Otherwise go to the next slide.

2. Set Manage Stock value Yes

3. Fill in Qty value

4. Set Stock Availability value In Stock

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2.7 Create Voucher Product: stores

1. Open Tab Websites if you use multistore magento

2. Assign websites to Voucher Product with checking checkboxes

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2.8 Create Voucher Product: categories

1. Open Tab Categories

2. Assign categories to Voucher Product with checking checkboxes

3. Save voucher product after all modifications are done

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3.1 Purchase voucher: product viewCustomers can browse voucher products on category pages or use search.

Voucher products are displayed in catalog as normal products

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3.2 Purchase voucher: gift options

Voucher Products can be added to shopping cart and purchased in any quantity.

Customer can enter additional gift info

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3.3 Purchase voucher: shopping cartOnce Voucher product is added to shopping card, customer is redirected to shopping cart page.

Then customer can either proceed to checkout or continue shopping

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3.4 Purchase voucher: voucher confirmCustomer can browse voucher info in orders management section.

Voucher info contains:1) Code2) Status: * pending invoice (order not paid yet), * available (ready to use), * cancelled (order cancelled), * used (applied), * expired (if voucher has expiration date)3) Valid until (optional, if voucher expiration is configured in admin)

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Voucher code becomes available once order is invoiced

3.5 Purchase voucher: confirmation email

Customer gets voucher codes with order confirmation email.

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3.6 Purchase voucher: gift email

Once email voucher has invoiced (order approved) gift recipient gets voucher email.

Email template can be customized in Admin > System > Transactional Emails

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3.7 Purchase voucher: admin order confirm1. To confirm order payment manually go to Admin > Sales > Orders page

2. Find an order to confirm (usually with status Pending)

3. Click View

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3.7 Purchase voucher: admin order confirm

Click Invoice

Order payments confirmation in magento is Invoicing

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3.7 Purchase voucher: admin order confirm

Scroll to the bottom of the new invoice page and click Submit Invoice

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4.1 Apply voucher code

Customers can apply voucher codes on the shopping cart page

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Multiple voucher codes can be applied to the same order.

Customer needs to separate voucher codes with comma.

Voucher codes can be applied together with multiple Sales Rule coupons

4.2 Apply multiple voucher codes

Customer can browse which codes have been successfully applied to the shopping cart

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5.1 Vouchers management: codes list1. To manage voucher orders go to Admin > Sales > Gift Vouchers

2. Admin can browse, filter and manage all orders and voucher codes that are done by customers.

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5.2 Vouchers management: bulk upload codes1. To upload voucher codes go to Admin > Sales > Gift Vouchers

3. Choose assigned Voucher Product

4. Choose Status for uploaded codes For Sale or Inactive.

5. Fill in Voucher Codes. Each line is predefined code

6. Click Save button

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2. Click Upload Codes

5.3 Vouchers management: view & update info

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1. Go to Admin > Sales > Gift Vouchers > View

2. You can browse voucher info and update Available amount and Expiration Date

3. Click Save to adjustments make effect

4. You can update Voucher status with action buttons: Expire, Delete, Activate, Deactivate. Buttons appearance depends on voucher status.

5.4 Vouchers management: view usage stats

1. Go to Admin > Sales > Gift Vouchers > View > Voucher Usage Tab

2. Here you can browse sales info that were made to redeem selected voucher

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5.5 Vouchers management: generate1. Go to Admin > Sales > Gift Vouchers

2. Click Generate button

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3. Fill in necessary form fields:Status: initial status for new vouchersQty: amount of new vouchers to generateStore: assign new vouchers to a storeVoucher Amount: gift amount for customers for every new voucher

4. Fill in Gift Information section

5. Click Generate button

6.1 Configuration: code templates

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1. Go to Admin > System > Configuration > Widgento Modules - Gift Vouchers/Certificates > Create Voucher Options

2. You can configure generated voucher Code length

3. Code prefix can be added automatically to all generated vouchers

4. Use Code separator and Insert Separator every X Steps to split code into short “words”

5. You can choose how to Display Voucher Code to Sender that purchased voucher. He or she can:a) get it with order confirmation email and browse in order details (In Order Info).b) Get a Copy of Voucher email that their friends receivec) Hide voucher info from customers

6. Click Save to changes make effect

6.2 Configuration: apply vouchers & gift emails

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1. Go to Admin > System > Configuration > Widgento Modules - Gift Vouchers/Certificates

2. Use one voucher multiple times option allows to restrict if necessary to redeem one voucher for one order only.

3. New Voucher Email > Email Template allows to set custom template for gift emails. Please use System > Transactional Emails to setup custom email. Create a template from pattern New Voucher Email.

4. Send on Invoice option allows to turn off immediate gift emails sending. It is useful to improve performance.

5. Click Save to changes make effect

6.3 Configuration: admin columns, templates

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1. Go to Admin > System > Configuration > Widgento Modules - Gift Vouchers/Certificates > Admin

2. You can select Grid Columns that are displayed in Admin > Sales > Gift Vouchers.

3. To display custom listing prices for vouchers with price ranges select Yes.

4. Click Save to changes make effect

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