for Retail and Restaurant

Creating Gift Cards in the Back Office

  1. In the Gift cards view, click +Add New. The Create or import gift cards window is displayed.

  2. Click Create. The Create gift cards window is displayed.

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    Create or import gift cards window


  3. Enter the information for the gift card(s):

    • Select the gift card template used for the gift card

    • Quantity: You can create several similar gift cards at once, if needed.

    • Value: Value of the gift card.

    • Valid from (select date)

    • Valid to (select date)

    • Customer link: Hard link to a customer under Customers.

      • If this setting is used, the gift card can be used only when the linked customer has been added to the basket.

      • When the customer is added to basket, all active linked gift cards for the customer are displayed.

    • Customer reference: A free text field which can be used for filtering out a batch of gift cards created, printed and shipped for a certain customer, for example.

      • One typical use case is company buying drink vouchers for its employees for an event. These are often separately invoiced.

    • Create Excel from created.

      • Check this checkbox if you want to generate a list of gift cards in Excel format (example of the generated Excel file). By using this option, a list of newly created gift card IDs can be sent to card manufacturer to be printed on hard plastic gift cards or on other media.

      • Use this option only if gift cards are not sent via e-mail.

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        Gift card creation options
  4. Click Create to create the new gift card(s).