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Function documentationGift Cards

 

You can make gift cards available to customers for purchase and redemption.

In the system, you create gift cards as separate products with their own product IDs. Gift cards can be physical items containing a printed gift card code, or digital items that the system delivers via e-mail. When you sell a gift card, the system creates a corresponding gift card account that you can use to check the remaining balance, or resend the gift card code, among other things. Customers can redeem one or more gift cards when placing sales orders. Once gift cards have been fully redeemed or have passed their expiry dates, you can archive them.

To use this feature, you must activate the business function SAP Multichannel Foundation for SAP CRM (CRM_MCF_R1).

Prerequisites

See Settings for Gift Cards.

Features

Purchasing Gift Cards
  • You enter gift cards in the system as separate products with their own product IDs. Products can only have fixed values, such as 10 USD, 25 USD, and 50 USD. You cannot sell gift cards with a user-selected amount.

  • When a customer purchases a gift card, they can enter an individual gift message for the recipient.

  • Only relevant for send type E-Mail: During sales order creation, the system identifies the customer and automatically pre-fills the information for the ship-to party, including the e-mail address that is used to send the gift card. The recipient then receives an e-mail with the gift card code. The e-mail comes from a mail form that you create for this purpose.

    Once the e-mail has been sent, the gift card is active in the system, and can be redeemed immediately.

    The system sends the e-mail when the following prerequisites are fulfilled:

    • The sales order contains no errors

    • The e-mail address of the recipient is available

    • If an external payment service provider is used, the payment must be confirmed

  • When you sell a gift card, the system creates a corresponding gift card account. The account contains information about the amount that is currently available on the gift card, and about all postings, for example, redemption of partial amounts. The number of the gift card account corresponds to the gift card ID.

    There are various ways you can call up gift card accounts, depending on your business role. A method common to all roles is to call up gift card accounts in the transaction history of the sales order or of individual gift card items.

  • Only relevant for send type E-Mail: You can resend the gift card code from the gift card account by using the Resend Gift Card Code pushbutton on the gift card overview page. This is required if, for example, the customer complains that they have not received the e-mail with the gift card code. In this case, the system generates a new gift card code, sends it to the e-mail address of the recipient, and invalidates the old code. The gift card account is otherwise unchanged; if the gift card has already been partially redeemed when the code is regenerated, the remaining amount is still available under the new gift card code.

    The Resend Gift Card Code pushbutton is only active if the user has the appropriate authorization, the available amount of the gift card is higher than zero, and the gift card is still valid.

    Note Note

    When resending a gift card code, the system uses the same mail form as when it was initially sent.

    End of the note.
  • It is not possible to return a gift card, but it is possible to create a complaint for a gift card.

Redeeming Gift Cards
  • Customers can redeem one or more gift cards when paying for a sales order. If desired, you can create a sales order directly from a gift card that you select from the search results list.

    If multiple gift cards are entered in a sales order, the system debits the gift cards in the sequence of entry.

    If the amount debited from a gift card is lower than the available amount of this gift card, the balance in the gift card account is reduced by the debited amount.

    If the sales order value is higher than the available amount of all gift cards that are entered, the customer can pay the difference amount with another payment method.

    If the customer decides not to redeem a gift card after you have added it to the sales order, you can remove it as long as the sales order has not yet been saved. In this case, the system reverts the gift card balance to what it was before you added to the sales order. If you have already saved the sales order and the amount for posting has been consumed, you must cancel the sales order to reload the gift card.

  • When customers do not know the ID of the gift card they want to redeem, you can enter the gift card code in the Gift Cards assignment block.

    If you are redeeming a gift card for a customer who is not the person who purchased it, they likely do not know the gift card ID. However, the customer can provide the code that is printed on the gift card, which you can then enter in the sales order. The system uses the code to retrieve the gift card ID.

  • If customers return a product that they have paid for using a gift card, the returns processing follows the standard that you have set. The gift card is not reloaded.

Archiving Gift Cards

You can archive gift cards that have been fully redeemed or that have exceeded their validity period, using archiving object CRM_GC. For more information, see Archiving Gift Cards (CRM_GC).

Available Business Add-Ins (BAdIs)

In enhancement spot CRM_GIFT_CERTIFICATE, the following BAdIs are available for gift cards:

  • Gift Card: Send E-Card (CRM_GC_SEND_ECARD)

    This BAdI controls the sending of e-mails for gift cards.

  • Gift Card Code Generation (CRM_GIFT_CERTIFICATE_CODE)

    This BAdI controls the generation of gift card codes, both in plain text form (for the e-mail) and in encrypted form to be saved on the database.

  • Gift Card ID Generation (CRM_GIFT_CERTIFICATE_ID)

    This BAdI controls the generation of the gift card ID. The standard implementation uses numbers from the number range that you have created for the number range object CRM_GIFT_C.

SAP delivers a standard implementation for each of these BAdIs. Make sure that an implementation is active for each of the three BAdIs.

Activities

If payment for the gift card using a payment service provider has not been completed, the system creates the gift card account but does not send the gift card code. To clean up and update incomplete payments in the system, regularly run the Process Incomplete Payment Service Provider Orders (CRM_WEC_PSP_ORDER_UPDATE) report. When you execute the report, select the Check Payment program under Program Use. Once the report cancels a sales order, the system deletes the related gift card account.