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Last Post by Wyatt.ERP 6 years ago
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daniel
Posts: 92
 daniel
Topic starter
September 8, 2020 7:17 pm
(@daniel)
Estimable Member
Joined: 6 years ago

Hello,

Is there any way to run a small gift card system in Acumatica?

We are looking to do a promotion where orders over a certain amount receive a gift card. But I'm sure how we could keep track of which customers have a gift card / have used it up.

I wondered about doing a Credit Memo for a gift card, or some Discounts setup, but both ways have issues.


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gift card
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Noah
Posts: 21
 Noah
September 9, 2020 8:34 pm
(@nmri)
Eminent Member
Joined: 6 years ago

Other's here will know way more than me, but how about a serialized stock item with a negative default price? The "cards" wouldn't be able to update their value at all though if not used in the full amount.


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daniel reacted
daniel
Posts: 92
 daniel
Topic starter
September 9, 2020 9:17 pm
(@daniel)
Estimable Member
Joined: 6 years ago

Thanks @Noah, that's a great idea!

 

There will only be about 50 of these gift cards in total, so we take this idea, and could just do a quote with a non-stock item called gift card against it...then there would be a record on each customer that has one.


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Wyatt.ERP
Posts: 128
 Wyatt.ERP
September 10, 2020 5:15 pm
(@wyatt-erp)
Estimable Member
Joined: 6 years ago

You might want to look into creating a Payment Method of GIFTCARD and creating a Prepayment.  Payment Ref on prepayment would represent the gift card number.  You could use a Non-Stock item pointing to GL of the cash account on the GIFTCARD payment method to sell the giftcards, or only have a Prepayment if you are giving them away.  The giftcard prepayment can be applied to open orders and outstanding invoices then.


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Tim Rodman reacted
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