Magento Gift Vouchers/Certificates User Guide

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Sell email or postal gift vouchers (gift certificates or gift cards). Automatic voucher codes generation or own codes upload. Apply multiple codes for one order.

http://www.widgento.com/magento-extension-gift-vouchers-certificates.html

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Magento Gift Vouchers/Certificates User Guide

  1. 1. Gift Vouchers/Certificates Magento Extension User Guide widgento.com
  2. 2. Table of contents 1. 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 © Copyright 2014 Widgento page 2 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 3 4 5 6 7 8 10 12 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 31 32 Support: http://www.widgento.com/contacts/
  3. 3. 1. Overview Sell 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. © Copyright 2014 Widgento. page 3Support: http://www.widgento.com/contacts/ 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
  4. 4. 2. Create Voucher Product 1. Go to "Catalog" > "Manage Products" 2. Click "Add Product" to create a Voucher Product © Copyright 2014 Widgento page 4Support: http://www.widgento.com/contacts/
  5. 5. 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" © Copyright 2014 Widgento page 5Support: http://www.widgento.com/contacts/
  6. 6. 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 © Copyright 2014 Widgento page 6Support: http://www.widgento.com/contacts/ 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)
  7. 7. 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. © Copyright 2014 Widgento page 7Support: http://www.widgento.com/contacts/
  8. 8. 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). © Copyright 2014 Widgento page 8Support: http://www.widgento.com/contacts/
  9. 9. 2.4 Create Voucher Product: price options 1. 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 © Copyright 2014 Widgento page 9Support: http://www.widgento.com/contacts/
  10. 10. 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. © Copyright 2014 Widgento page 10Support: http://www.widgento.com/contacts/
  11. 11. 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 © Copyright 2014 Widgento page 11Support: http://www.widgento.com/contacts/
  12. 12. 2.7 Create Voucher Product: stores 1. Open Tab Websites if you use multistore magento 2. Assign websites to Voucher Product with checking checkboxes © Copyright 2014 Widgento page 12Support: http://www.widgento.com/contacts/
  13. 13. 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 © Copyright 2014 Widgento page 13Support: http://www.widgento.com/contacts/
  14. 14. 3.1 Purchase voucher: product view Customers can browse voucher products on category pages or use search. Voucher products are displayed in catalog as normal products © Copyright 2014 Widgento page 14Support: http://www.widgento.com/contacts/
  15. 15. 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 © Copyright 2014 Widgento page 15Support: http://www.widgento.com/contacts/
  16. 16. 3.3 Purchase voucher: shopping cart Once Voucher product is added to shopping card, customer is redirected to shopping cart page. Then customer can either proceed to checkout or continue shopping © Copyright 2014 Widgento page 16Support: http://www.widgento.com/contacts/
  17. 17. 3.4 Purchase voucher: voucher confirm Customer can browse voucher info in orders management section. Voucher info contains: 1) Code 2) 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) © Copyright 2014 Widgento page 17Support: http://www.widgento.com/contacts/ Voucher code becomes available once order is invoiced
  18. 18. 3.5 Purchase voucher: confirmation email Customer gets voucher codes with order confirmation email. © Copyright 2014 Widgento page 18Support: http://www.widgento.com/contacts/
  19. 19. 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 © Copyright 2014 Widgento page 19Support: http://www.widgento.com/contacts/
  20. 20. 3.7 Purchase voucher: admin order confirm 1. To confirm order payment manually go to Admin > Sales > Orders page 2. Find an order to confirm (usually with status Pending) 3. Click View © Copyright 2014 Widgento page 20Support: http://www.widgento.com/contacts/
  21. 21. 3.7 Purchase voucher: admin order confirm Click Invoice Order payments confirmation in magento is Invoicing © Copyright 2014 Widgento page 21Support: http://www.widgento.com/contacts/
  22. 22. 3.7 Purchase voucher: admin order confirm Scroll to the bottom of the new invoice page and click Submit Invoice © Copyright 2014 Widgento page 22Support: http://www.widgento.com/contacts/
  23. 23. 4.1 Apply voucher code Customers can apply voucher codes on the shopping cart page © Copyright 2014 Widgento page 23Support: http://www.widgento.com/contacts/
  24. 24. 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 © Copyright 2014 Widgento page 24Support: http://www.widgento.com/contacts/
  25. 25. 5.1 Vouchers management: codes list 1. 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. © Copyright 2014 Widgento page 25Support: http://www.widgento.com/contacts/
  26. 26. 5.2 Vouchers management: bulk upload codes 1. 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 © Copyright 2014 Widgento page 26Support: http://www.widgento.com/contacts/ 2. Click Upload Codes
  27. 27. 5.3 Vouchers management: view & update info © Copyright 2014 Widgento page 27Support: http://www.widgento.com/contacts/ 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.
  28. 28. 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 © Copyright 2014 Widgento page 28Support: http://www.widgento.com/contacts/
  29. 29. 5.5 Vouchers management: generate 1. Go to Admin > Sales > Gift Vouchers 2. Click Generate button © Copyright 2014 Widgento page 28Support: http://www.widgento.com/contacts/ 3. Fill in necessary form fields: Status: initial status for new vouchers Qty: amount of new vouchers to generate Store: assign new vouchers to a store Voucher Amount: gift amount for customers for every new voucher 4. Fill in Gift Information section 5. Click Generate button
  30. 30. 6.1 Configuration: code templates © Copyright 2014 Widgento page 29Support: http://www.widgento.com/contacts/ 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 receive c) Hide voucher info from customers 6. Click Save to changes make effect
  31. 31. 6.2 Configuration: apply vouchers & gift emails © Copyright 2014 Widgento page 30Support: http://www.widgento.com/contacts/ 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
  32. 32. 6.3 Configuration: admin columns, templates © Copyright 2014 Widgento page 31Support: http://www.widgento.com/contacts/ 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
  33. 33. Thank you for choosing us! We appreciate your feedback: http://www.widgento.com/contacts/ © Copyright 2014 Widgento Support: http://www.widgento.com/contacts/

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