Create a Complimentary Gift Card

Use these steps to create an open-priced complimentary physical gift card, which can be activated from Patheon Portal as a gift or to help address a customer service issue. Complimentary gift cards cannot be activated from cashier terminals, tablet terminals, kiosk terminals, or the EWA customer app.

Tools Required

  • If a complimentary gift card is added to a wash, the gift card must be active at all sites where that wash is available.

Configure Gift Card

  1. Log In to Patheon Portal.
  2. Select configuration.
  3. Select Products. The products panel opens.

  1. Select Add Product. The Product Details panel opens.

  1. In Product Name*, enter the name of the gift card, for example, Complimentary Gift Card.
  2. In Product Type*, select Gift Card. The gift card product configuration settings open.

  1. Navigate to the Pricing section.
  2. In Gift Card Type, select Complimentary. Note: Once the product is saved, this can't be edited.

  1. In Max Value*, enter the maximum amount that can be entered when activating a complimentary gift card. Note: 99999.99 is the maximum value that can be entered in this field. This can be edited after the product is saved.
  2. In Status*, select Active.
  3. Select SAVE.

Generate Codes

Use these steps to generate the codes to be used on the gift cards for activation. 

  1. Log In to Patheon Portal.
  2. Select configuration.
  3. Select Products. The products panel opens.
  4. Select the edit icon  next to the gift card configured in the previous steps. 
  5. The product details panel opens. 
  6. Navigate to the visibility section. 

  1. Select generate codes. The code generation panel opens. 

  1. In Quantity*, enter the number of codes to generate, such as 10. 
  2. In Length*, select the desired length of the codes. The length can be 6 through 20 characters. 
  3. In Character Set*, select one of these: Alpha, Numeric, or AlphaNumeric. 
  4. Select generate codes. The Are you sure? dialog opens. 

  1. Select generate. 

Activate Gift Card

Use these steps to activate the gift card. 

  1. Log In to Patheon Portal.
  2. Select configuration.
  3. Select Customers. The customers panel opens. 

  1. Select the Customer Name for the customer for which you want to activate a gift card. The customer details panel opens. 

  1. Navigate to the gift cards section. 

  1. Select add gift card. The activate gift card (gift card details) panel opens. 

  1. In Select Gift Card Activation Site*, select the site for which the gift card should be activated. The Enter Code* field opens. 

  1. In Enter Code*, enter the code found on the gift card. 
  2. Select continue. The Add gift card amount dialog opens. 

  1. In Enter amount*, enter the amount of the gift card. 
  2. Select submit. The order confirmation panel opens. 

  1. Select confirm. The gift card is activated and the customer details panel opens.