Certificates
The certificates guide manages gift certificates that customers can purchase and redeem.
How to Access
Navigate to: Sidebar > Guides > Certificates
Route: /warehouse/guides/s_certificates
Quick actions:
Overview
Certificates are prepaid gift cards or vouchers that store a monetary value. Customers can purchase certificates and later use them as payment at the POS. Each certificate has a unique code, an amount, and optionally a linked client and expiry date.
List Columns
| Column | Description |
|---|---|
| No. | Internal number |
| Code | Unique certificate code |
| Amount | Certificate value |
| Client | Associated client |
| Expiry | Expiration date |
Fields
| Field | Description | Required |
|---|---|---|
| Code | Unique certificate code | Yes |
| Amount | Monetary value of the certificate | Yes |
| Client | Client who owns the certificate | No |
| Expiry | Expiration date | No |
Step-by-Step Guide
Creating a Certificate
- Go to Guides > Certificates.
- Click Add.
- Enter or generate a unique Code.
- Set the Amount (e.g. 5000, 10000, 20000).
- Optionally link a Client and set an Expiry date.
- Click Save.
Redeeming a Certificate
At the POS, the cashier enters the certificate code during payment. The system applies the certificate amount to the order total.
FAQ
What happens when a certificate is partially used?
The remaining balance stays on the certificate and can be used for future purchases until the certificate expires or the balance reaches zero.
Can a certificate expire?
Yes, if an expiry date is set. After expiration, the certificate can no longer be used for payment.
Can I issue a certificate without a client?
Yes. The client field is optional. Certificates without a linked client can be used by anyone who has the code.