Gift Cards

This page details the setup, management, and usage of the Gift Cards addon for ClientXCMS. Objective: enable the creation, sale, and use of gift cards (fixed or random amount) with complete tracking on both admin and client sides.

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1. General Principle

1. Global Settings

   • You define allowed amounts, code prefix, and default validity period.

2. Creation & Management

   • From administration: manually generate a gift card (fixed or random amount, number of uses, optional recipient) or view global statistics.

3. Store Sales

   • Customers can purchase a gift card (predefined amounts) via their chosen payment gateway; the code is sent by email.

4. Usage

   • The recipient enters the code in their client area → the balance is credited immediately.

5. Tracking

   • Dashboards (admin + client) list ordered cards, used cards, usage rate, total credited, etc.

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2. Prerequisites

Once the addon is activated:

• Administration → Settings → Extension Settings → Gift Card Settings
• Management interface: Administration → Settings → Store Settings → Gift Cards

Element	Version / Detail
Add-on	Gift Cards (Marketplace)
Dependencies	None, works natively with active payment methods
Client Role	"Use a gift card" authorization (enabled by default)

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3. Global Settings (extension)

Field	Description	Example
Allowed amounts	Values offered for purchase, comma-separated	10,20,50,100,200
Expiration (days)	Default validity period for created or sold cards	365
Allow purchase	Enables/disables sales in client area	✅
Gift card prefix	Automatically added before each generated code	CC (will give CC-6MCP9IC8)

Amounts are expressed in your store's main currency.

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4. Administration Interface

4.1 Dashboard

• Gift cards created: total counter.
• Total amount credited: sum credited to customers.
• Usage rate: percentage of fully consumed cards.

4.2 List & Actions

Column	Description
#	Internal identifier
Code	Gift card code
Usage	x / y (uses made / maximum)
Amount	Fixed value or random range
Created	Generation date
Actions	View (details) / Delete

4.3 Available Filters

• Card code
• Amount
• Type (fixed / random)
• Internal identifier
• Customer (recipient)

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5. Manual Creation

Administration → Gift Cards → Create

Field	Type Fixed Amount	Type Random Amount
Card code	Pre-filled (CC-XXXXXXX) editable	Pre-filled editable
Amount	Single value (e.g., 25.00)	—
Min / Max amount	—	Range e.g., 5.00 – 50.00
Maximum uses	-1 = unlimited, otherwise 1, 2 …	Same
Expiration	Optional date/time	Same
Authorized customer	Restrict card to one customer	Same

Click Create: the card appears in the list and can be sent manually or communicated to the recipient.

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6. Client-Side Experience

Menu My Account → Payment Methods → Gift Cards

1. Add a gift card

   • Code field + Add button ⇒ credit is transferred instantly to the balance.

2. Give a gift card

   • Amount selection (from allowed ones) + payment gateway.
   • Option "This gift card is for a friend": sends the code by email to the recipient.

3. Ordered cards

   • List of purchased codes, used / unused status and date.

4. Used cards

   • History of applied codes, amounts and dates.

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7. Best Practices

1. Predefined amounts: offer round values (€10, €20…) to simplify purchasing.
2. Distinctive prefix: e.g., CC for "ClientXCMS" to avoid confusion with coupons.
3. Reasonable expiration: 6 – 12 months is sufficient while respecting local legal obligations.
4. Limit uses: 1 by default; unlimited only for specific needs (e.g., loyalty program).
5. Support: keep the internal ID (#) for any traceability request.