One common task when working with the PBSC bike-share system is the creation of gift certificate codes; those codes can be redeemed by one or many customers to get discounts during the purchase of memberships. COMET has a module that lets the operators create customers easily, please find the instructions below to create a customized code that can be used by many customers:
1. On COMET go to "Management" -> "Products and Fees" -> "Gift Certificate Batches" module.
2. Click on the "New Gift Certificate Batch" button.
3.- Once located on the "Gift Certificate Batch" view, please fill out the following fields:
"Issued For": Select the correct organization from the list
"Description": Short description of the gift certificate code
"Usage Type": Select single-use if the code can be redeemed just once or multi-use if can be redeemed more than once
"Distribution Type": Since the codes are usually delivered electronically select Electronic or paper if that's not the case
"Products": Select the products that can be purchased using this gift certificate code.
"Applicable at registration only": Tick this option if the purpose of the code is to be redeemed only during the registration of new customers.
"Amount": Type the discount amount of the code.
"Applied before taxes": Tick this option if the amount will be discounted before taxes, otherwise leave it unticked.
4. Click on the "Next Step: Specific Info" and fill out the following fields:
"Generate Multiple Codes": Tick if you want to generate multiple codes, untick if you want to generate a custom code.
"Redemption Code": Type the name you want to give to your certificate code.
"Limited Number Of Use Per Code": Tick if you want to restrict the use of this code to a certain number, for example, tick if you want the code just to be redeemed 100 times.
"Usage Restricted To One Per Customer": Tick if you want the code just to be used once per customer.
"Effective date": The date you want for the gift certificate to be effective.
"Will Expire": Tick if you want to set an expiration date for the gift certificate code.
5. Click on the "Save New Gift Certificate Batch".
This will create a code "TEST_CERTIFICATE_CODE" that can be used by many users, with an effective date of "12/11/2023" and an expiration date of "12/13/2023".