Here, you can learn how to create a Complimentary Order for a customer.
1. From the Dashboard, click Create Order on the left-hand menu:
2. From the list of your existing vouchers, add the relevant item by clicking Add:
3. Depending on the type of voucher you select, you may see a summary window appear for you to select your options or amount; configurable and monetary vouchers will require you to select specific options, whilst standard vouchers are added to the basket instantly:
4. When you have added your vouchers to the basket, you need to click the Proceed button on the right-hand side:
5. On this page, you will need to scroll down to the Order Information element and complete the fields provided:
If your customer does not wish to receive a copy of their vouchers via email, tick the box to ‘Send confirmation email to [merchant name]’ instead. After completing the Complimentary Order, you can print the voucher/s for your customer instead.
6. Then, you need to select a Delivery Method:
7. Select a Payment Method. Tick the box for Complimentary Order:
8. Finally, you need to provide a reason for the Complimentary Order in the field provided. When you have added that, click the Complete Order button:
9. You’ll then see a summary of the order. If you wish to print this out for your customer, click the Actions button in the top right-hand corner:
10. Then you need to select View Voucher Download Page from the drop-down menu:
11. You’ll then be able to download a PDF of the vouchers, which you can print out and hand to your customer.
Talk to our support team via live chat or call us on 02381 290555 (Mondays - Thursdays: 9am - 5.30pm, Fridays: 9am - 4.30pm). You can also contact us using support@giftpro.co.uk. For more guidance and advice, go back to the Help Centre.