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guides:general:giftcards [2011/01/17 06:32] markphillips |
guides:general:giftcards [2011/01/17 07:45] markphillips |
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| ===== Gift Cards as Donations/Giveaways ===== | ===== Gift Cards as Donations/Giveaways ===== | ||
| - | To do this go to CCS Office-Touch >> CRM >> New Contact >> Name the Contact "Donation" and assign a contact type of client. | + | Donating Gift Cards is a common operation. The easiest way to donate a gift card is to add them to an order where you only have gift cards on the order. Then press the discounts button, then from the discounts screen press 'Zero Out Order.' This requires a manager code. |
| - | Assign the card to a contact named "Donation/Giveaway." Open CCS Terminal >> From the Menu Screen click on "Find Customer." | + | |
| - | Text search for the customer name and click on select. | + | |
| - | Assign contact to the order | + | |
| - | + | ||
| - | To keep in track of these cards, you can go to CCS Office >> CRM_Promotions >> Gift Cards >> Gift Cards & Certificates | + | |
| - | You can then see the gift cards that have been donated based on the contact name "Donation/Giveaway." | + | |
| - | You can then export it to excel if you have MS Excel installed on your computer from File >> Export to CSV or Excel. | + | |
| + | The gift card now has value on it, but you can close the order out at a with a total of zero charge. | ||
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