How to Create a New Inventory Item: Gift Cards

Overview:

Gift Cards are a great way for courses to increase sales by creating and selling them to customers in the Sales Module.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Inventory Module

Steps:

Follow the below steps to create a Gift Card using the Inventory Module:

1. Go to "Inventory".

2. Click the "Gift Cards" section at the top.

3. Click the "New Gift Card" button on the right.

4. Fill in the information for the new Gift Card you're creating. 

• • Item Name: The name used for the item.
  • Department: The revenue department for this item.
  • Category: Refers to the category to be used for reporting purposes.
  • Subcategory: Subcategory for reporting purposes.
  • GL Code: If you use a General Ledger code, insert that code here.
  • UPC#: The SKU/UPC/Item ID number
  • Additional UPC's: If the item is going to have more than one UPC number, enter it here. 
  • Service Fees: Here you can add service fees if you have service fees set up. 
  • Customer Groups: This is where you can attach a certain customer group if you want them to receive a discount on this item. 
  • Receipt Agreement: Here you can add a receipt agreement that has been previously set up in the Settings module. 
  • Quantity: Amount you have in stock. This can be marked as 'Unlimited'. 
  • Unit Price: The selling price; what the customer pays. For gift cards, this is normally set to $0.00 in inventory and changed depending on how much the customer would like on the gift card.
  • Unit Cost: The cost of the item; what the course pays for it.
  • Max Discount: The maximum discount percentage allowed without manager approval. *Do NOT use a decimal here, use the percentage amount. For example: For a 20% max discount, type in "20," not "0.20"
  • There are no options for tax because gift cards are not taxed

5. After you've filled out the required fields, click "Save Changes" in the bottom right corner.

Details: 

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737