Description
ERPNext Website Gift Cards adds store gift cards to the ERPNext webshop. A store team creates each ERPNext gift card from the standard Coupon Code screen, so there is no new screen to learn.
The admin opens Selling, then Coupon Code, and sets the Coupon Type to Gift Card. A new section appears for the ERPNext gift card amount, delivery method and gift details.
Each card can go out by email or as a physical card. For an email card, ERPNext Website Gift Cards sends the coupon code, the amount and the gift message to the recipient once.
At webshop checkout, the shopper types the Coupon Code and clicks Apply. The cart shows the Total Amount, the Gift Card Amount and the Net Payable before the shopper pays.
The app takes off the smaller of the gift card balance and the order total. When the Sales Order is submitted, ERPNext Website Gift Cards moves that amount into the Redeemed Amount field.
Staff can also pick the card in the Coupon Code field of a Quotation, Sales Order or Sales Invoice in Desk. Cancelling a submitted Sales Order puts the value back on the gift card balance.
Stores that let shoppers manage saved addresses pair ERPNext Website Gift Cards with ERPNext Website Customer Address Book for a faster webshop checkout.
Stores that take orders before stock arrives can add ERPNext Website Pre Order. The ERPNext Website Gift Cards cart summary also lists pre-order totals at webshop checkout.
Highlighted Features of ERPNext Website Gift Cards
Gift Cards From Coupon Code
ERPNext Website Gift Cards creates every gift card from the standard Coupon Code screen with the Gift Card type.
Tracked Gift Card Balance
Read-only Redeemed Amount and Gift Card Balance fields show what each card has spent and what is left.
Email or Physical Delivery
Send the card by email with its code and message, or mark it for physical delivery.
Redeem at Webshop Checkout
Shoppers type the code in the cart coupon box and see the value come off the order at once.
Clear Cart Payment Summary
The cart lists Total Amount, Gift Card Amount and Net Payable so the shopper knows what to pay.
Partial Use Across Orders
A card keeps its leftover value, so one gift card can pay for several orders until the balance runs out.
Balance Restored on Cancel
Cancelling a paid Sales Order or Sales Invoice puts the redeemed value back on the card.
One Customer per Card
Each card works only for the customer it was issued to, and an empty card is refused at checkout.
Why Do We Need ERPNext Website Gift Cards?
A store that sells gift vouchers often tracks them in a spreadsheet. Staff check the sheet at every Sales Order and cut the gift card balance by hand, and mistakes cost real money.
A standard ERPNext Coupon Code gives a percentage or a fixed discount. It does not hold a stored value, and it has no gift card balance that goes down as a shopper spends it.
As gift sales grow, the gaps grow too. A card gets used twice, a gift card balance is never refunded after a cancelled order, and a shopper at webshop checkout cannot see the saving.
ERPNext Website Gift Cards turns the Coupon Code into a stored-value card. It applies the card at webshop checkout and updates the gift card balance on every submit and cancel.
In practice, the costly mistake is a cancelled order that never gives the value back. ERPNext Website Gift Cards restores the gift card balance on cancel, so the shopper keeps what they paid for.
ERPNext Website Gift Cards Use Cases
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Festive Gifting
An electronics store uses ERPNext Website Gift Cards to sell ₹5,000 Diwali gift cards. A recipient spends one on a fitness watch through the webshop weeks later.
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Customer Goodwill Credit
A support lead issues a ₹500 gift card to a customer after a late delivery. The customer redeems it on their next website order.
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Spending a Card in Parts
A shopper uses ₹4,499 of a ₹5,000 card on one order. The remaining ₹501 stays on the card for a later purchase.
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Phone Orders at the Counter
A sales clerk takes a phone order in Desk, picks the customer's gift card in the Sales Order, and the card value comes off the Grand Total.
Create Gift Cards From Coupon Code
ERPNext Website Gift Cards adds a Gift Card option to the Coupon Type field. The admin opens Selling, then Coupon Code, picks Gift Card and fills in the Website Gift Card section.
Each ERPNext gift card belongs to one customer and carries a fixed Gift Card Amount. On save, the app links a pricing rule that follows the card's dates and its gift card balance.
- Gift Card option added to the standard Coupon Type field.
- Collapsible Website Gift Card section on the Coupon Code form.
- Fixed Gift Card Amount set per card.
- Card linked to one customer.
- Pricing rule created and kept in sync on every save.
- Valid From and Valid Up To dates carried to the pricing rule.
Email and Physical Gift Card Delivery
ERPNext Website Gift Cards gives each card a Delivery Method of Email or Physical. The admin can add a Recipient Name, a Sender Name and a Gift Message to the Coupon Code.
For an email card, the app sends the recipient the gift card code, the gift card balance and the message. It then records that the email went out, so the ERPNext gift card is not sent twice.
- Delivery Method choice of Email or Physical.
- Recipient Name, Recipient Email and Sender Name fields.
- Personal Gift Message included in the email.
- Email subject carries the gift card code.
- Gift Card Email Sent and Gift Card Email Sent On fields.
- Recipient Email required for every email card.
Gift Card Redemption at Webshop Checkout
With ERPNext Website Gift Cards, a signed-in shopper types the code in the cart coupon box and clicks Apply. The app checks the customer and the gift card balance first.
The app takes up to the full gift card balance off the Grand Total at webshop checkout, never more than the order total. The cart then lists the Total Amount, Gift Card Amount and Net Payable.
- Gift card code entered in the standard cart coupon box.
- Discount capped at the order total.
- Total Amount, Gift Card Amount and Net Payable in the cart.
- Promotional Coupon Code entries still work as before.
- Applied coupon shown on the website order page.
Gift Card Balance Tracking
ERPNext Website Gift Cards updates the Redeemed Amount and the gift card balance when a Sales Order or Sales Invoice that uses the card is submitted. Both fields are read-only.
If staff cancel that Sales Order, the app adds the value back to the gift card balance. A Sales Invoice made from an already redeemed Sales Order does not charge the card a second time.
- Read-only Redeemed Amount and Gift Card Balance fields.
- Balance reduced on Sales Order and Sales Invoice submit.
- Balance restored on Sales Order and Sales Invoice cancel.
- No double charge when invoicing a redeemed Sales Order.
- Pricing rule disabled once the balance reaches zero.
Gift Cards in Desk Sales Documents
ERPNext Website Gift Cards also works for staff orders. A sales user picks the card in the Coupon Code field of a Quotation, Sales Order or Sales Invoice in Desk.
The app sets the Additional Discount on the Grand Total to the usable gift card balance. It checks again each time the Sales Order is saved, so the discount always matches the card.
- Coupon Code field on Quotation, Sales Order and Sales Invoice.
- Gift card value applied as an Additional Discount on Grand Total.
- Discount recalculated on every save.
- Card refused for a different customer.
- Card refused when no balance remains.
Complete ERPNext Website Gift Cards Feature List
Gift Card Creation & Delivery
- ERPNext Website Gift Cards builds each card on the Coupon Code screen
- Set a fixed Gift Card Amount and track the gift card balance
- Deliver a card by email or hand it over as a physical card
- Add a recipient name, a sender name and a personal gift message
- Email the gift card code and amount to the recipient on save
Webshop Checkout
- Redeem the card at webshop checkout with the Apply coupon box
- Show Total Amount, Gift Card Amount and Net Payable in the cart
Balance & Order Control
- Reduce the balance when a Sales Order or Sales Invoice is submitted
- Restore the balance when a paid Sales Order or invoice is cancelled
- Lock each gift card to one customer and block cards with no balance
Support
For any query or issue, please create a support ticket here: CREATE A TICKET HERE
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