Loymax, 2025

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From version < 29.1 >
edited by Анастасия Лозинская
on 13/02/2023 07:55
To version < 13.8 >
edited by ulysenko
on 22/01/2021 06:54
>
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Title
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1 -Gift certificates
1 +Gift Certificates
Author
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1 -XWiki.alozinskaia
1 +XWiki.ulysenko
Content
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1 -(% class="lead" %)A** Gift Certificate **is a separate type of payment identifier with a fixed denomination and an additional set of features
1 +(% class="lead" %)A** gift certificate **is a separate type of payment identifier with a fixed denomination and an additional set of features
2 2  
3 -The Certificate can be used to pay for goods and services (within the payments allowed by rules of the Loyalty Program). The gift certificate has some [[differences from gift cards>>doc:Main.General_information.Loymax_Loyalty.Money_certificates.WebHome]].
3 +The certificate can be used to pay for goods and services (within the payments allowed by rules of the Loyalty Program). The gift certificate has some [[differences from gift cards>>doc:Main.General_information.Loymax_Loyalty.Money_certificates.WebHome]].
4 4  
5 5  (% class="box" %)
6 6  (((
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11 11  
12 12  == Features of Using a Gift Certificate ==
13 13  
14 -* The Certificate has a unique number and set of additional identifiers (see [[below>>doc:||anchor="ids"]]).
15 -* The Certificates are classified by types.
16 -* The Certificate is sold at the cash register.
14 +* The certificate has a unique number and set of additional identifiers (see [[below>>doc:||anchor="ids"]]).
15 +* The certificates are classified by types.
16 +* The certificate is sold at the cash register.
17 17  * Several certificates can be sold in one purchase.
18 -* The denomination of the Certificate is set in the system and cannot be changed.
19 -* The validity from the moment the Certificate is issued is set in the system and can be changed manually.
20 -* When paying for a purchase with a Certificate, the writing off funds occurs through a separate type of payment in the Loymax system.
21 -* The Certificate can be reusable.
22 -* There is the possibility of a refund for the Gift Certificate when returning the products paid by it.
23 -* An unused Gift Certificate can be refunded.
24 -* Certificates cannot be used as loyalty program cards: you cannot register a Certificate for an LP Member, link to an existing account, replace the card with the certificate, and other actions.
25 -* Information about sold and the number of activated/used Certificates is stored in the analytics module. The link between products and unique barcodes is implemented on the Loymax side.
18 +* The denomination of the certificate is set in the system and cannot be changed.
19 +* The validity from the moment the certificate is issued is set in the system and can be changed manually.
20 +* When paying for a purchase with a certificate, the writing off funds occurs through a separate type of payment in the Loymax system.
21 +* The certificate can be reusable.
22 +* There is the possibility of a refund for the gift certificate when returning the products paid by it.
23 +* An unused gift certificate can be refunded.
24 +* Certificates cannot be used as loyalty program cards: you cannot register a certificate for an LP Member, link to an existing account, replace the card with the certificate, and other actions.
25 +* Information about sold and the number of activated/used certificates is stored in the analytics module. The link between products and unique barcodes is implemented on the Loymax side.
26 26  
27 +
27 27  == Certificate Lifecycle ==
28 28  
29 29  [[Issuing gift certificates>>path:/xwiki/bin/view/Main/Using/Money_certificates/Money_certificates/]] is carried out in the MMP. A gift certificate can have eight states in the process of the lifecycle:
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33 33  * **Activating **- the certificate is added as a position (product) in the cheque which is not closed yet (in the process of purchasing).
34 34  * **Activated **- the certificate is successfully sold at the cash register and ready for writing off the balance as payment for goods and services.
35 35  * **Refunding** -  the certificate was not used and it is returned at the cash register (return document opened). As a result, the сertificate can be switched to the **Refund **or **Prepared **state, depending on the [[settings of the cash register>>path:/xwiki/bin/view/Main/Using/MMP/Configurations/Cashbox_types/Cashbox_type_setting%20/]].
36 -* **Refunded **- the certificate was not used and it was returned at the cash register.
37 +* **Returned **- the certificate was not used and it was returned at the cash register.
37 37  * **Redeemed **- the certificate was used at least once (one-time certificate) or the balance has become zero (reusable certificate).
38 38  * **Expired **- the certificate has expired and can no longer be used at the cash register (refund/writing off funds).
39 39  * **Canceled **- this state is only achievable with a manual setting. It is used, for example, if the certificate number has been compromised. From this state, the certificate can be manually set to the **Prepared** state.
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55 55  
56 56  The following operations are performed to gift certificates:
57 57  
58 -1. [[Sale>>doc:Sandbox.Money_certificates_integration.Sale_of_money_certificate.WebHome]] of a gift certificate (both with the use of a loyalty program card and without it). It implies the sale of a gift certificate with linking to the sales cheque and activation of the possibility of writing off funds.
59 +1. [[Sale>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Money_certificates_integration.Sale_of_money_certificate.WebHome]] of a gift certificate (both with the use of a loyalty program card and without it). It implies the sale of a gift certificate with linking to the sales cheque and activation of the possibility of writing off funds.
59 59  1. [[Return>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Money_certificates_integration.Refund_money_certificate.WebHome]] of gift certificate.
60 60  1. [[Writing off>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Money_certificates_integration.Payment_by_money_certificate.WebHome]] funds from the gift certificate in payment for the purchase.
61 61  1. [[Getting information>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Money_certificates_integration.Balance_of_money_certificate.WebHome]] about the gift certificate - product code for sale of the certificate, initial denomination, current balance, and state.
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73 73  (((
74 74  **Read more:**
75 75  
76 -* [[Basic principles of interaction between cash register SW and processing>>doc:Sandbox.Principle_of_interaction.WebHome]]
77 +* [[Basic principles of interaction between cash register SW and processing>>doc:Main.Integration.Cash_register_integration.Principle_of_interaction.WebHome]]
77 77  * [[Protocol of interaction between cash register SW and processing>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.WebHome]]
78 -* [[Integration of Gift Certificates>>doc:Sandbox.Money_certificates_integration.WebHome]]
79 +* [[Integration of Gift Certificates>>doc:Main.Integration.Cash_register_integration.Integration_methods.Exchange_protocol_with_cash_register.Money_certificates_integration.WebHome]]
79 79  )))
80 80  
81 81  == Gift Certificates Reports ==
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90 90  * cheque number, date of purchase, purchased products, cheque amount when using a gift certificate;
91 91  * how many certificates have been activated, used and returned;
92 92  * in which POS/cash register the certificates were used.
94 +

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