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    Guide for WooCommerce POS Gift Card

    Updated 13 February 2024

    WooCommerce POS Gift Card plugin allows the WooCommerce POS sales agents to sell gift cards via the POS terminal.

    The admin can create the Gift Cards in the WooCommerce backend and they will then reflect in the WooCommerce POS terminal.

    The admin for the created gift cards can set the gift card balance, the number of days to redeem the gift card(from the date of purchase), and the redemption type as full or partial as required.

    Apart from that, the admin can also change the content in the default email template sent for Gift cards purchased and redemption.

    You can also add complimentary items to the POS cart when a certain product quantity is purchased using the WooCommerce POS Complimentary Goods plugin.

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    Note: To make use of this plugin, you must first have the Point Of Sale System for WooCommerce installed.

    Now, this module is compatible with the Latest WooCommerce feature block-based checkout as well.

    Features

    • Admin can create a gift card product.
    • Admin can set the gift card balance.
    • Admin can set the number of days to redeem the Gift cards.
    • Admin can set the Gift card redemption type as partial or full.
    • Admin can change content in the default email template sent for Gift cards purchased and redemption.
    • Admin can view all Gift card details and their transactions.
    • Customers can use the full or a partial amount of the Gift card for shopping as per the redemption type set by the admin.
    • The customer will be notified by the email on purchase of the Gift card with the gift code and barcode pdf attachment.
    • Customers will be notified by email each time Gift card usage/redemption.
    • Customers can use one Gift card for multiple purchases till the balance amount is left.
    • Customer can view the purchase gift card details and their transactions on the my-account page.
    • POS managers can make a purchase of Gift cards for customers.
    • POS manager can redeem the Gift card on the pay page.
    • POS manager can see the purchase gift card details.
    • POS manager can generate the Gift card receipt with gift code and barcode pdf attachment.
    • The customer can request for gift card secret key.
    • Send Reset secret key and Gift card info mail to the customer’s email.

    Installation

    The user will get a zip file for the WooCommerce POS Gift Card plugin that he has to upload in the “Add New” menu option in the WordPress admin panel.

    For this, login to the WordPress Admin Panel, and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu, and then select the “Add New Plugin” option.

    add-new-plugin

    After this, you will see an option on the top of your page that is “Upload Plugin”. Click the option to upload the zip file.

    Upload-plugin-option

    By clicking on the “Upload Plugin” option, below that, you will see a button “Choose File”. Click on the button to browse for the zip file as per the snapshot below.

    choose-file-option

    After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

    install-plugin-now-option

    Now when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Henceforth now, click on “Activate Plugin” to activate the installed plugin.

    plugin-installed-successfully

    Manage Create Gift Card

    After the installation of the WooCommerce Gift Card plugin, the admin will be able to find the Gift Cards option under the Point Of Sale System.

    gift-cards-option-under-pos-system

    Tapping the Gift Cards option brings up the section that displays the complete list of created gift card products if any.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_wp-admin_admin.php_pagewkwcpos-gift-cardstore-screenshts

    Create Gift Card

    To create a Gift Card, tap the Add New button on the same page, and that brings up the below section. You are redirected to WooCommerce->Add New Product section.

    woocommerce POS gift Card create gift card product

    Here, for the Gift card enter the –

    • Name.
    • Product Description.
    • Add an image for the Gift Card.
    • For Product Data Select the Product Type as – Gift Card.
    • Enter the Price of the Gift Card.

    Now, navigate to the Gift Card settings option, and that brings up the below section.

    gift card settings

    Here, for the Gift Card set the –

    • Gift Card Balance.
    • Validity of the Gift Card from the date of purchase.
    • Choose the Redeem Type as – Full or Partial.

    Choose a category for the Gift Card and publish the Gift Card product type.

    Now, you can see the created Gift Card product under Point Of Sale -> Gift Cards.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_wp-admin_admin.php_pagewkwcpos-gift-cardstore-screenshts-1

    Now, the created Gift Card will be visible on the WooCommerce Storefront as well as in the WooCommerce POS Terminal.

    View Created Gift Card

    The admin can also see the gift card details by navigating to the Gift Cards tab.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_wp-admin_admin.php_pagewkwcpos-gift-cardtabgift-cardswebkul-store

    To view the transaction details for a particular gift card tap the view button.

    2-11

    The admin can also view and share secret keys from here and send them to the specific customer after their request.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_wp-admin_admin.php_pagewkwcpos-gift-cardtabgift-cardswebkul-store-1

    When the admin clicks on the key icon a popup will show for a successful key update. An email will be sent to the customer with the secret key.

    screenshot_from_2024_01_05_19_34_29

    Also, if you want to sell booking products within the Point Of Sale System for WooCommerce then check the WooCommerce Booking Reservation POS plugin.

    WooCommerce Storefront:

    WooCommerce POS Gift Card visible in the WooCommerce storefront as well.

    WooComemrce POS Terminal:

    gift-card-in-woocommerce-pos-terminal

    WooCommerce POS – Workflow

    After, the admin has added the Gift Card product type, the same is reflected in the WooCommerce POS terminal.

    Here, the POS agents can select and sell any of the gift cards to the customer via the POS terminal.

    The POS agent/cashier will add the gift card product to the cart and select the customer.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_pos_webkul-store

    After that, the POS agent will tap the Pay button to proceed further. Here, the POS agent will choose the payment mode and then tap the Confirm Payment & Generate Invoice button.

    Also, if the customer already has a gift card code that can be applied to the order as required.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_pos_webkul-store-1

    You can also integrate the WooCommerce Stripe POS Terminal Connector plugin to take payments using a stripe card at the POS terminal.

    After confirming the payment, the POS agent can generate the Invoice for the respective order and print it as well.

    Screenshot-from-2023-11-17-16-34-09

    The invoice has the details of the Gift card and includes –

    • Gift Card name.
    • Gift card code.
    • Gift card balance.
    • Gift card redemption type – Partial or full.
    • The expiry date of the Gift card.

    Under the order history, the POS agent can see the details of the gift card purchased by the customers.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_pos_webkul-store-2

    From here, the POS agent can also print the invoice, send an order email to the customer, send a new secret key, and print the gift card barcode.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_pos_webkul-store-3

    Tapping the print button will allow the POS agent to print the gift card barcode which can then be scanned at the time of checkout to redeem the points of the gift card.

    Screenshot-from-2024-01-05-16-51-44

    After the customer has purchased the Gift Card an email with the Gift card details is sent to the customer’s email address.

    mail.google.com_mail_u_1_store-screenshts

    The customer also gets an attachment in the mail with the Gift Card code and barcode.

    Screenshot-from-2023-11-16-12-38-09

    Gift Card Redemption – WooCommerce POS Terminal

    The customer will ask the POS agent/cashier to add the products to the cart.

    Screenshot-from-2024-01-05-16-17-01-1

    Then tap the pay button and in the section that appears enter the Gift card code and secret key. Then tap the apply button after that.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_pos_paywebkul-store-9

    The gift card applies and the amount that needs to be paid by the customer gets deducted from the Gift card. The POS agent can also see the remaining balance on the Gift card.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_pos_paywebkul-store-10

    Now, tap the Confirm Payment & Generate Invoice button and print the invoice thereafter.

    Screenshot-from-2024-01-05-17-20-15

    The remaining amount can then be utilized by the customer to make further purchases as required.

    Also, after redeeming the Gift Card amount, the customer receives an email with the details.

    mail.google.com_mail_u_1_store-screenshts-1

    WooCommerce Store – Workflow

    The admin can easily create the Gify card products while creating a product and choosing the type of product as a Gift Card.

    After that, the customers can see the Gift Card products visible on the shop page as per the snapshot below.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_shop_store-screenshts

    The customer will add the product to the cart and tap the Proceed to Checkout button after that.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_cart_store-screenshts

    Lastly, the customer will choose the payment method for the purchasing of the gift card and then place the order.

    If the customer already has a gift card code then can also be applied at checkout to redeem the gift card.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_cart_webkul-store

    After the order has been placed the customer can see the order details with the gift card code that can be used to make the purchases within the woocommerce store.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_cart_order-received_120__keywc_order_DOPjhJrjpWSLswebkul-store

    Apart from that, the customer can go to his account panel and navigate to the My Gift Cards menu option to view the details of the gift cards that the customer has purchased.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_my-account_wcposgc-my-gift-cards_webkul-store

    Note – If the customer forgot their gift card secret key then they can request it from the admin.

    wpdemo.webkul.com_wkwc-pos-gift-card-common_my-account_wcposgc-my-gift-cards_webkul-store

    They will receive an email with the secret key.

    screenshot_from_2024_01_05_19_34_29-1

    The gift card the customer just purchased, the details of the same are visible as shown below.

    wpdemo.webkul.com_wkwc-pos-gift-card-103-80-65-178_my-account_wcposgc-my-gift-cards__gift-card-id9webkul-store

    Here, the customer can view the Gift card codes, balance/remaining balance of the Gift cards, and the purchase date.

    Here, for a particular gift card, the customer can view the –

    • Gift Card Code
    • Initial Balance
    • Remaining Balance
    • Redemption Type
    • Purchase Date
    • Expiry Date

    Apart from these details, the customer can also see the credit and debit transactions that were made for the respective Gift Card.

    Here, the customers can also search the transactions using the transaction ID.

    Gift Card Redemption

    The customer will add the products to the cart, and make a checkout thereafter.

    At the checkout the customer will enter the gift card code, and secret key and tap the apply button.

    wpdemo.webkul.com_wkwc-pos-gift-card-common_cart_webkul-store-1

    In the case of a Full Redemption Type Gift Card:

    After applying the gift card this message will be displayed to the customer.

    wpdemo.webkul.com_wkwc-pos-gift-card-common_cart_webkul-store-3

    In the case of a Partial Redemption Type Gift Card:

    After applying the gift card this message will be displayed to the customer. So, in this case, the remaining balance can again be utilized till the validity of the

    wpdemo.webkul.com_wkwc-pos-gift-card-common_cart_webkul-store-2

    After applying a gift card code the customer can place the order by tapping the Place Order button.

    After placing the order, the customer can see the order details and the amount that got deducted form the gift card.

    wpdemo.webkul.com_wkwc-pos-gift-card-common_cart_order-received_118__keywc_order_mw6USQ3SuXbDQwebkul-store

    The customer can view the transaction details for the respective gift card that shows the debits made on the gift card.

    wpdemo.webkul.com_wkwc-pos-gift-card-common_my-account_wcposgc-my-gift-cards__gift-card-id7webkul-store

    Support

    That is all about the WooCommerce POS Gift Card Plugin. If you have any queries regarding the plugin, please contact us at Webkul Support System.

    You can also check our complete WooCommerce plugin list.

    Current Product Version - 1.1.0

    Supported Framework Version - WordPress: 6.4.2 WooCommerce: 8.4.0 WooCommerce Point Of Sale:5.1.0

    Blog Version - WordPress: 6.4.2 WooCommerce: 8.4.0 WooCommerce Point Of Sale:5.1.0
    • Version WordPress: 6.4.2 WooCommerce: 8.4.0 WooCommerce Point Of Sale:5.1.0
    • Version WordPress - 6.4.1, WooCommerce - 8.2.2, WooCommerce POS - 5.1.0, WooCommerce POS Gift Card - 1.0.0
    . . .

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