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Gift Certificates with Hitachi Solutions Ecommerce

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This deck explains how gift certificates can be sold and redeemed via the web store as well as Manager Panel for Hitachi Solutions Ecommerce. A mobile friendly feature, it used QR codes to make redemption easier.

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Gift Certificates with Hitachi Solutions Ecommerce

  1. 1. © Hitachi Solutions. 2015. All rights reserved. Gift Certificates with Hitachi Solutions Ecommerce
  2. 2. © Hitachi Solutions. 2015. All rights reserved. Contents • Feature Overview • Configure Gift Certificate Product • Purchasing a Gift Certificate • Comprehensive View of the Gift Certificate History in the Manager Panel • Pay via Gift Certificate • Expire Gift Certificates Manually via the Manager Panel • Returning an Order paid via Gift Certificate • Gift Certificates Accounting • Gift Certificate Life Cycle • Gift Certificate Report
  3. 3. © Hitachi Solutions. 2015. All rights reserved. Feature Overview • Online Purchase - Multiple gift certificates are delivered and paid in real time with available modes of their payment such as credit card and PayPal. A personalized gift certificate code along with a QR code is sent to the recipient upon purchase. • Easy Redemption - Pay via gift certificate during checkout on the online store. Scan your QR code to redeem the gift certificate in-store or online. Email alerts to recipient any time gift certificate code is used helps prevent theft. • Dynamics Integration - gift certificate as an item in Microsoft Dynamics ERP item master for easy accounting. gift certificate redemption is treated as advanced payment/pre-payment and integrated with sales order. • Online gift certificates – Increase customer loyalty and viral marketing to friends and family via online gift certificates. • API for Third Party gift certificate Integration – Enhance your web store to use third party gift certificates.
  4. 4. © Hitachi Solutions. 2015. All rights reserved. Configure Gift Certificate Product • Gift Certificate Product - Assign the gift certificate template to a standard product with required gift certificate denominations as its SKUs and your gift certificate is ready for sale. • Non-Returnable Product - Remember to mark gift certificate SKUs as non-returnable. These SKUs are paid for and delivered in real time via email. • Non-Taxable Product - Remember to mark gift certificate SKUs as non-taxable since they are non- taxable by law. • Personalized Gifting - Accept recipient’s name and personalized message for a personalized gifting experience. Out of the box HTML template provided for the same.
  5. 5. © Hitachi Solutions. 2015. All rights reserved. Purchasing a Gift Certificate on the Web Store Customers purchase a gift certificate from the web store for friends and relatives by entering the recipient’s name, email address, a personalized message and then choose a gift certificate amount from the available denominations. The shopper can also choose a customized card value if desired. Shoppers can buy multiple quantities of a gift certificate in a single order, and the shopper receives all gift certificate codes in a single email.
  6. 6. © Hitachi Solutions. 2015. All rights reserved. Purchasing a Gift Certificate via In-store Edit in the Manager Panel As purchasing a gift certificate requires recipient’s name and email address, the CSR needs to purchase a gift certificate via ‘In-Store edit’. This feature logins in the CSR to the web store as the customer where he adds the gift certificate to shopper’s cart and navigates back to the Manager Panel to complete the purchase.
  7. 7. © Hitachi Solutions. 2015. All rights reserved. Receive Gift Certificates in your Inbox • Personalized & mobile friendly emails - Personalize the gifting experience for your customers while customizing the email to suit your brand and increasing brand recognition. Emails are mobile friendly, making gift certificates handy and readily available for redemption at all times. • Receive a QR Code - gift certificates are paid and delivered in real time. An email with GC code and an unique QR code is triggered as soon as GC is purchased. • Resend gift certificate email - The CSR can view and resend the gift certificate code email if required.
  8. 8. © Hitachi Solutions. 2015. All rights reserved. Gift certificate delivery updates The sender also receives three distinct emails informing him about the gift receipt purchase confirmation, delivery to the recipient and a read receipt once the recipient opens his gift certificate email. This ensures that the sender stays updated about his gift certificate purchase and avoid any misuse of the same.
  9. 9. © Hitachi Solutions. 2015. All rights reserved. Comprehensive View of the Gift Certificate History in the Manager Panel The CSR can track the balance pending on a customer’s gift certificates, the web store it was used at, along with other details such as the currency, recipient’s name, amount etc. This record is downloadable and can be a good starting off point when planning customer centric promotions and other offers on your web store.
  10. 10. © Hitachi Solutions. 2015. All rights reserved. Redeem Gift Certificate using QR code Customers can use gift certificates as a payment method during checkout to make partial or full payment. Customers can input the gift certificate code or scan the QR code and upload the image during checkout. gift certificate payments are treated as advance payment/pre-payment as they are charged upfront and gift certificate balance deducted accordingly.
  11. 11. © Hitachi Solutions. 2015. All rights reserved. Let CSR Accept Payment via Gift Certificates – Partially or Fully! CSRs can also accept payments via gift certificate. They can use gift certificates gifted to a customer or purchased by a customer and accept payments against orders placed via the Manager Panel.
  12. 12. © Hitachi Solutions. 2015. All rights reserved. Gift Certificate Redemption Email Alert An email alert is sent to the gift certificate recipient any time the gift certificate is used towards payment for an order either via the Manager Panel or the web store. This ensures security against theft of gift certificate code.
  13. 13. © Hitachi Solutions. 2015. All rights reserved. Expire Gift Certificates manually via the Manager Panel The CSR has the option to manually ‘Expire’ a gift certificate from the Manager Panel. Only gift certificates with a pending balance can be expired. This feature can help protect a customer’s gift certificate from theft and inappropriate use.
  14. 14. © Hitachi Solutions. 2015. All rights reserved. Returning an order paid via Gift Certificate If a gift certificate payment was made on a sales order then an appropriate refund is made to the gift certificate account during returns. Any balance over and above the gift certificate amount would be refunded to the credit card or any other payment method selected in the return order form.
  15. 15. © Hitachi Solutions. 2015. All rights reserved. Gift Certificates Accounting • Accounting in case of gift certificate purchases is no different than any other sales transaction. Whenever a gift certificate item is purchased, it is recognized as actual revenue and recorded as sale on the balance sheet in the Microsoft Dynamics ERP item master, thus matching the sales transaction and bank record. • When a gift certificate is redeemed, the payment hits the GC account. As no money is deposited to the bank, the bank record and GC account again tally with each other. • In case the shopper never redeems the gift certificate, the GC is never treated as a liability to the merchant as it was treated as sale during purchase.
  16. 16. © Hitachi Solutions. 2015. All rights reserved. Gift Certificate Life Cycle Order containing gift certificate is integrated in the back-office ERP for fulfillment. As gift certificates are paid and delivered real time, their amount integrates as a advance payment. The order is invoiced by the operator or a batch process. Zero value invoice is generated for purchased gift certificate. Invoice for remaining amount (if other items were purchased with the gift certificate) is integrated back to the Manager Panel along with the tracking details. The credit card is charged for money equal to invoice total. Charged money is integrated back into ERP as payment against the invoice. Purchase Life Cycle Order paid via gift certificate is integrated in the back-office ERP for fulfillment. Amount paid by gift certificate integrates as an advanced payment in back-office ERP. The order is invoiced by the operator or a batch process. Zero value invoice is generated for amount paid via gift certificate. Invoice for remaining amount (if order total > amount paid by gift certificate) is integrated back to the Manager Panel along with the tracking details. The credit card is charged for money equal to remaining invoice total. Charged money is integrated into ERP as payment against the invoice. Redemption Life Cycle
  17. 17. © Hitachi Solutions. 2015. All rights reserved. Return process Online return requests Return requests paid partially or fully via gift certificate can be submitted online via automated checkpoint ensuring only valid returns are submitted. Warehouse receives items Returned merchandize is received in the specified warehouse. The process of receiving and inspecting the merchandize is based on the back-office Dynamics ERP. Different ERPs provide a slightly different process for receiving returns. Refund to gift certificate When return invoice with negative amount is generated, the payment is refunded to the gift certificate and the remaining amount is refunded to the other payment method used during order placement.
  18. 18. © Hitachi Solutions. 2015. All rights reserved. Gift Certificate Report The Manager Panel provides gift certificate report that can be used to see shopper’s response for gift certificate in your system.
  19. 19. © Hitachi Solutions. 2015. All rights reserved. Thank You.

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