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Navigation: Home > Innova Online Manual

Innova

Innova Online Manual

Applies to: Innova, all editions
Directly accessible from: Innova, all editions, version 3.0.2 and higher

Introduction
Installing Innova
Using Innova
Maintenance: Setting Up
Order Service
Customer Service
Products Service
Gift Certificates
Birthday & Anniversary Log
Reporting
Internal Product Requisition
Appointment Scheduling
Closing the Business Day
Synchronizing
Finder
AutoUpdater
NEW! Diagnostic Log

8.2. Gift Certificate Service, Historical Certificates and Orphaning

DEFINITION: Orphaning - A certificate which is not derived from a record purchase. These certificates exist independent of any actual purchase. They are most commonly created to introduce certificates that were produced prior to implemening Innova.

It is very critical to understand that Orphaning a certificate affects your accounting!

If you need to enter certificates that were created before Innova was introduced, the only method is to create Orphaned certificates. During subsequent Synchronizations, these Orphaned certificates may be matched with purchased certificates. The concept can be described as:

fig. 8.2.1 Orphaning procedure

Usually, certificates follow the purchased-redeemed pattern. Sometimes, however, your paper records may not identify the purchaser, and commonly will not have a Innova-designated certificate record number assigned to it.

To create an Orphaned certificate

fig. 8.2.2. Creating a Blank Certificate

  1. Like all certificates, creation is done in the Order Service, under Payment.
  2. Create a new order for the recipient. See Order Service, Starting a Sale.
  3. After adding the products or services to buy, click [Use Gift. Cert.]
  4. Leave the "Certificate No." field blank (this is only filled in if you know the GC number)
  5. Enter the occasion, and click [Ok]
  6. Type in the amount of the certificate, and click [Ok]
  7. The new certificate is now issued with no purchaser.

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