What’s better than getting to go shopping without spending any of your own money? That’s the joy of gift certificates! Sometimes customers who don’t have accounts at your store will want to purchase a gift certificate for a loved one.

To assist a non-account holder in purchasing a gift certificate, take the following steps:

From your store Admin Dashboard click Orders > Phone Orders on the main menu.

Make sure the Anonymous tab is selected in Customer Type.

Scroll down to the Order Summary and click the Go Shopping button.

In the new window that displays your storefront, enter “gift” in the Search box. Locate the Gift Certificate product and click to access it.

On the Gift Certificate page, click the Add to Cart button.

Ask the customer if he or she wants to send the certificate by mail or email, then click the appropriate link.

With the customer's assistance, complete the fields that now appear. For more information on setting up or completing Gift Certificates, please review THIS ARTICLE.

Click the Add Certificates to My Shopping Cart button on the Gift Certificate page.

Close the window displaying the storefront and go back to the window displaying your Phone Order page. Click the Refresh button to add the Gift Certificate to your cart.

The gift certificate details will now appear on the Phone Orders page.

Complete the Address and Payment sections; remember to enter the shipping address for the person to whom the gift certificate is to be sent.

Click the Place Order button at the bottom of the Phone Orders page.

If your customer opts to send the certificate by email, once payment is completed, it is sent. If they chose to send it by mail, go to the Details section of the order and locate the Print A Copy Of Gift Certificate link.

Click the link and using your browser controls, print the certificate.

Both the email and printed versions of the certificate show the URL to be entered by the recipient to apply the certificate.


 

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