April 2020 Support Corner

  • Configuring Gift Certificate Types
    • Section: Orders
    • Gift Certificates are an excellent way to reward and drive Customer referrals, attract new business, entice the impulse buy, and even incentivize loyalty! Gift Certificates are also a great way of creating a ‘spend-back’ option for your field. In this article, you will learn the basics of Gift Certificate Types and the unique ways you can configure the different types.
  • Gift Certificate Awarding & Usage
    • Section: Orders
    • Gift Certificates can be awarded through Promotions, Bonus, or even through a Shopping Cart Purchase. Most award methods require to you have the Gift Certificate configured as an Inventory Item. Once awarded, how they can be used is 100% configurable! This article will explain in detail the different ways Gift Certificates can be awarded and used.
  • Credit Types Configuration
    • Section: Orders
    • When utilizing Freedom Bank for Credits, it is important to remember that there can be a few different Credit Types configured for any number of reason. Would you like one credit type to be available to Reps and another available to Customers? Would you like for certain Credits to be transferrable and others not? Answers to how this can be easily configured will be provided in this article.
  • Credit Awarding & Usage
    • Section: Orders
    • Once you have successfully configured your desired Credit Types, you can begin awarding them for usage in the different areas of the system that is 100% configurable by you! This article will show the range of options when it comes to allowing and limiting the redemption of system credits.
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