How to Find and Print a Customer's Gift Certificate

Objective

This guide will walk you through the process of finding and printing a customer's gift certificate using DeliverLogic's software. Following these steps, you'll be able to locate the relevant code and download it as a PDF to provide to the customer.

Audience

This guide is intended for DeliverLogic staff members responsible for managing and providing customer support for restaurant delivery services.

Prerequisites

1. Access to DeliverLogic's backend software.

2. Familiarity with basic navigation in the software.

Step-by-Step Guide

1. Log into your DeliverLogic backend. Access the DeliverLogic backend using your assigned login credentials.

2. Navigate to the "codes" area. Once logged in, find and click on the "codes" area within the main menu.

3. Enable the "include gift certificates" filter. In the bottom left corner of the codes area, select the checkbox next to "include gift certificates" to display gift certificates in the list.

4. Search for the gift certificate code. Press Control+F (Windows) or Command+F (Mac) to open the search function in your browser. Enter the code in question to find it in the list.

5. Click on the gift certificate code. Once you have located the code, click on it to open the detailed view.

6. Access the "View gift cert activity" option. At the bottom of the screen, click on the "View gift cert activity" button to view the gift certificate's transaction history.

7. Download and print the gift certificate. To download the gift certificate as a PDF, click on the "Download PDF" button. Once you have the file, you can either print it directly or provide it to the customer via email.