Knowledge Base

The purchase process for the customer on Shopify is similar to purchasing any other product:

1. Add the products to the cart
   
2. Click Checkout 
3. Enter a Billing address
4. Click Continue to payment method
5. Enter the payment details
   
   📋 Note: A Gift Card will not be available to use until the order has been paid in full
   
   
6. Click Complete order
7. The order will be synchronised to Retail Express
   
   📋 Note: Payments are synchronised separately to the order so there may be a slight delay in creating the voucher while the payment is processed
   
   
8. During the order create process the product will be removed and instead replaced with a Gift Voucher
   
   Click to view full size
   
   Tip: Voucher expiry dates can be configured via Settings > POS Settings > Voucher Settings
   
   
9. After the Gift Voucher has been created it will be synchronised to Shopify
10. Shopify will email the customer the voucher code

The method for selling a Gift Card in-store using Retail Express is still the same, however the synchronisation to Shopify behaves a little differently. As the customer is in-store when the voucher synchronises to Shopify the online store won't email the voucher to the customer (as it would do normally if the Gift Card was purchased online).

To sell a Gift Card via Retail Express and synchronise to Shopify:

1. A voucher is created using the standard POS - Create a Gift Voucher or Credit Note process
   
   
   📋 Note: The voucher code must be between 8-20 characters long to successfully synchronise to Shopify
   
   
   
   📋 Note: Credit Notes are not integrated with Shopify; you should choose a Gift Voucher, Goodwill Voucher or Promotional Voucher type.
   
   
2. Click the Invoice tab
3. Click Print Vouchers to print the voucher for your customer
4. Click Close to close POS
5. The voucher will synchronise to Shopify
   
   📋 Note: The voucher will not be emailed to the Customer via Shopify - it's assumed as the sale was processed in-store it was handed to the customer immediately
   
   

Customers can use their Gift Cards when checking out online using a dedicated Gift card field in the checkout.

1. Add products to the cart
2. On the cart page click Check Out
3. The Cart page will be shown with the Gift Card section on the right-hand side.
   
4. Enter the Voucher Code and click Apply
   
   📋 Note: If the customer doesn't enter the code at this point and clicks Continue to payment method the Gift Card field will still be visible on the next page
   
   
5. The card will be verified, and if successful the Total will be updated for the order; displaying the remaining balance.
   
6. Enter the Contact Information and Billing Address
7. Click Continue to Payment Methods 
8. If the remaining order balance is $0 an image will be displayed that the order is covered by the gift card. Otherwise the customer will be instructed to enter their payment details for the remaining balance
   
9. Click Complete Order

Gift Cards/Vouchers are redeemed in Retail Express on the Payments tab in POS, similar to other payment tender types e.g. Credit Cards, Cash payments etc.

1. Log into Retail Express
2. Open POS
3. Create a sale using the standard process
4. Click the Payment tab
5. Click the Voucher/Credit button
6. Enter the Gift Card Code into the Scan or enter Voucher Code field and press Enter
7. The voucher will be verified
8. Click the arrow in the Amount to Redeem field (or manually type in a value)
9. Click Pay
   

While Gift Cards can be used in conjunction with other payment methods, in Shopify it will always try to use the full remaining balance. In comparison, the User at POS in Retail Express will be able to manually enter a value to be redeemed should the customer only wish to use a certain value from the card.

See below for detailed information. 

Shopify

If the voucher doesn't cover the full balance of the order you can use the remaining balance of the Gift Card plus additional payment methods to pay the order in full.

However Shopify doesn't allow you to specify an amount to be redeemed, so you will be unable to specify to only use a certain amount from the Gift Card first before using other remaining methods. It will use the full remaining balance of the Gift Card when being redeemed.

Retail Express

You can use a Gift Voucher in conjunction with other payments, including the ability to specify an a value to be redeemed.

When using a Gift Voucher as a Payment Method the staff member will be able to type in a manual value in the Amount to Redeem field at POS

If you want to issue Gift Cards to your customers without an associated payment, for example if it's a Goodwill gesture, there are several ways you can do this:

1. Bulk create: Using the Customer Activity Report you can bulk create gift vouchers for customers - see the Customer Activity Report article for more information
2. Using POS: Using the Payment Type of None you can create a voucher using the standard process. At the point of payment use the Payment Type of None - this will allow you to reconcile the remaining balance of the order without physically receiving cash
   
   📋 Note: This option should be used with caution to avoid unauthorised vouchers from being created.
   
   

Gift Vouchers will be synchronised to all Shopify stores where the Gift Voucher add-on has been enabled. Any time the balance changes on the voucher the update will be synchronised to all stores.

If the Gift Voucher add-on has not been enabled for a Shopify store, that store will not have vouchers synchronised or updated.

If you disable and re-enable the Retail Express synchronisation (or delete your synchronisation and set it back up), any vouchers that had previously been synchronised will not synchronise again, preventing any duplicates from being created.