Modules:New Entities for Gift Cards
Contents |
Introduction
New Entities for Gift Cards is a commercial module that aims to extend the Gift Cards and Vouchers module adding two new fields or entities to Giftcards and Vouchers. The fields added by this module are the following:
- Gift card owner for whom the giftcard or voucher was purchased for.
- Expiration Date for the giftcard or voucher.
Related documentation
Product Gift Cards and Vouchers
Added Fields
In this section we will see a deeper explanation of the fields added to the giftcard and voucher instances.
Gift card owner
The Gift card owner field shows who the giftcard or voucher was purchased for. Internally it's a reference to existing business partners, so when creating a giftcard instance (adding a giftcard to a Web POS ticket) the Gift card owner field is a selector with existing business partners. This field can be edited until the giftcard is paid, and can be left blank.
Expiration Date
The Expiration Date field represents a date from which the giftcard or voucher will no longer be usable. The expiration date is set up at product level, when defining the gift card product. It is defined as expiration days (field Expires After (days)), so the expiration date is calculated at the time of purchasing the giftcard. The following pictures show the Expires After (days) field for both giftcards and vouchers:
Since the giftcard that is sold should be consistent with the definition of the product, the Expiration Date field is not editable when adding a giftcard to a Web POS ticket.
The following picture shows the aforementioned fields in the Gift card instance window:
CRM Reference
 | This feature is available starting from 3.0RR20Q4. |
Gift Cards support the new CRM Connector introduced in Openbravo by allowing to create and use Gift Cards with information from Business Partners that are imported from External Systems.
The CRM Reference field holds the identifier of the Business Partner who bought the Gift Card in the External System and is used to retrieve information (name, location...) of the Business Partner when necessary.
From the User Experience point of view it is transparent, and the functionality remains the same as when it is not using the CRM Connector functionality.
Gift Card Owner (CRM Reference)
| | This feature is available starting from 3.0RR20Q4. |
Gift Cards support the new CRM Connector introduced in Openbravo by allowing to create and use Gift Cards with information from Business Partners that are imported from External Systems.
The Gift Card Owner (CRM Reference) field holds the identifier of the Business Partner who is the owner of the Gift Card in the External System and is used to retrieve information (name, location...) of the Business Partner when necessary.
From the User Experience point of view it is transparent, and the functionality remains the same as when it is not using the CRM Connector functionality.
Use in Web POS
On top of the functionality explained in the Gift Cards and Vouchers wiki page, when adding a gift card or a voucher to a ticket it is possible to add a Gift card owner to the line properties. As explained before, the Expiration Date will be set if the giftcard product has been configured with expiration days; otherwise, it will be empty.
When searching for giftcards or vouchers, the giftcard details popup shows information regarding the Gift card owner and the expiration date if they exist.
In addition, if the giftcard has expired, the popup shows the corresponding text and prevents the giftcard from being returned or applied.
Finally, when trying to pay with an expired giftcard or voucher an informative popup is shown and the payment is not allowed.
Technical Considerations
This module depends on the following module: