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Managing Orders with the Gift Cards

Managing Orders with the Gift Cards

You can manage your orders along with the Gift Cards in Magento and Sync with Acumatica. For this entire process of synchronization, you need to follow the following steps as described below.

Step 1: Purchase the gift Card from the Front end of Magento. Click [Catalogue] and click on Products.

click on Products
click on Products

Step 2: You must create a Gift Card.

Gift Card on the Product Screen
Gift Card on the Product Screen

This should be both in Acumatica and Magento. See the following screenshots.

Gift Card Queue
Gift Card Queue

In Acumatica, under the Non-Stock items you should create the same Gift Card.

Non-Stock items

Gift Cards Detailed View (Product Creation)
Gift Cards Detailed View (Product Creation)

Note, in both Acumatica and Magento you should have created the Gift Card.

Step 3. To redeem the gift card, you need to purchase the Gift Card.

purchase the Gift Card

Step 4. Go to the Magento Front end and search for the Gift Card.

Magento Front end and search

Step 5. Add to Cart and add any amount which should be more than the minimum amount and add it to the cart.

Proceed to checkout

Step 6. Click on [Proceed to checkout].

Click on [Proceed to checkout].
Click on [Proceed to checkout].

Step 7: Place the order to purchase the Gift Card.

Place the order

Step 8: Gift Card Purchased Successfully.

Gift Card Purchased Successfully with Order Number
Gift Card Purchased Successfully with Order Number

Step 9: Go to the Connector Logs.

Step 10: Go to the Marketing Section at the left panel you can see the option for [Gift Card Accounts].

Option for Gift Card Accounts
Option for Gift Card Accounts

Step 11: After placing the order and upon opening the screen you will be able to view the following screen.

Gift Card grid

Step 12. From here you can see the created Gift card account after purchasing the Gift Card. You will be able to see the code, website, Created Date, End Date Active and Status and the Balance.

Step 13. Upon clicking the Gift Card code, you will be redirected to the following screen.

Gift Card form

Step 14. Go to the front end, place the order and add Cart.

Add to the Cart
Place an Order and Add to the Cart.
click on Next from the Shipping screen
click on Next from the Shipping screen

Step 15: Under the Payment Method Option you will find an option to Apply Gift Card.

apply gift card

add gift card number
Enter the code and click on apply

Step 16: You will get an alert from the application that the gift card has been added. on the Order Summary, you will have the option to view the amount removed for the [Gift Card] redemption.

success gift card

Step 17. After completing the payment method your order will be successfully placed.

successfully placed

Step 18: Go to the Connector Logs.

Connector Logs

Connector Logs activity

Step 19: Click on the [Entity Id]. On the Order details, you can view the Gift Card Number and Amount which has been deducted from the Order Total.

Gift Card Coupon Details
Gift Card Coupon Details
Acumatica Order Number
Acumatica Order Number

Step 20: Go to the Acumatica Log and from there go to the Sales order of the Acumatica

order received

Step 21: Go to Sales Order and go to the Payment Tab. The Gift Card amount will be shown under Total Paid, and the Balance amount is Unpaid Balance in Acumatica.

Unpaid Balance in Acumatica