Gift Certificates & Discount Codes

Creating Gift Certificates & Discount Codes?

You can create a gift certificate that can be used as a voucher and you can create dollar or percent discount codes.

The main difference between a gift certificate/voucher and a discount code is that the reports in CORE treat gift certificates as a tender type (think cash) and the amounts redeemed will be included in your sales while a discount code simply removes a portion of the subtotal and will not assume you have collected payment for it. 

Create Gift Certificate

Go to Settings>Web Site>Discounts & Gift Certificates>choose Gift Certificate from the drop down menu. 

You can create as many at one time as you want to which can be handy when you need multiple codes for many participants (maybe each teacher gets a $15.00 code to redeem online as part of your contract) You will enter the amount that the certificate will be worth and the account number associated with the code. You can choose to include a batch name (useful for sorting later), Expiration date (date that the code will stop working), Minimum Basket Amount (must spend that much in order for the certificate to work- think $5.00 off when you spend $20.00 or more) and the Offer it goes with (optional). Click Create then distribute the new codes to participants. Each code is unique and can only be used up to the amount that it is worth. 

Create Discount Code

Discount codes have two options - you can do a Discount dollar amount which will subtract the dollar amount that you specify from the subtotal or you can do a Discount percentage which will take a % off of the subtotal. You can even do a 100% discount to place orders that do not require payment online (helpful when you need to order a sample or replacement order yourself online). 

Discount codes will not be unique per user. One code is created then distributed to all of the participants at your event. You choose what the customer will enter for the code and type it under Discount Code: Typically discount codes are used for things like free coach prints that can be redeemed online or applied to another package/product. They are also commonly used for % off sales like 15% off for the next three days. Don't forget to click the create button. 

Editing a Discount Code

You can adjust the available date or the minimum basket amount on a discount code by finding it on the list of codes and changing the data, then clicking Bulk Update. This feature is used when you are using a discount code that has been previously used but you want to extend the dates it is available. 

Create Shipping Discount Code

You can also create a discount code that applies to the shipping charges instead of the subtotal. This is useful for specials or discounts that include shipping. You create the code the exact same way but choose Discount Shipping Dollar Amount or Discount Shipping Percentage from the drop down menu.