Introduction You can use the OpenTable Gifts Merchant Dashboard to see sales and other reporting for your online gift cards. - PDF

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Introduction You can use the OpenTable Gifts Merchant Dashboard to see sales and other reporting for your online gift cards. How to log in You can log in to your Merchant Dashboard from the web or from
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Introduction You can use the OpenTable Gifts Merchant Dashboard to see sales and other reporting for your online gift cards. How to log in You can log in to your Merchant Dashboard from the web or from your OpenTable system. From the web Go to and click Merchant Login on the bottom right. Or, go directly to and log in there. From your OpenTable system Click the Reports button on the bottom left corner of the screen, then click on the Gift Card Dashboard button. 1 Reporting Overview Once you re logged in you will see up to five different tabs. Redeem Gift Card Quickly redeem a gift card by entering the gift card number and amount to redeem. See List of Gift Cards See the gift cards you sold in a table format. Filter by date range and gift card type (standard or promo gift card). Send Promo Gift Card Send a promo gift card to your restaurant without needing a credit card payment. Coupon Codes Create various coupon codes that your customers may use when purchasing your gift cards. Activate or deactivate previously created coupon codes. Accounting Reports Download copies of PDF sales reports. Set customized date ranges and download your gift card sales accounting details to.csv. If you want to give access to your accountant, they will need a Treatful account to see this tab. Please contact for access. Redeem Gift Card Tab When the Redeem Gift Card tab is selected, you will be prompted with the following: If you have more than one gift card system with OpenTable Gifts, you will see a drop down menu. Please select the system you want to use. If you have just one system with OpenTable Gifts, you will not see this menu. Next, enter the gift card number you want to redeem and press Submit. 2 When a valid gift card number has been entered, you will see a screen asking you for the redemption amount. Enter the amount to redeem and press Redeem Gift Card. For partial redemptions, the gift card will be updated and the remaining balance will be available for future use. PLEASE NOTE: If your 3 rd Party Gift Card system (e.g. Aloha Enterprise, Chase Paymentech, Mercury) is setup with OpenTable Gifts, gift cards should be redememed through your POS. Do not use the Merchant Dashboard. See List of Gift Cards Tab When the See List of Gift Cards tab is selected, you will see the following fields. Restaurant Group If you manage restaurants with separate gift card systems, you ll see this row with your available gift card systems. Mode Toggle between Standard Gift Cards (purchased normally), and Promo Gift Cards (given away). Card Issued Date Range Select the date range for when the gift card was issued, (date sold or given as a promo gift). Or, click show for all dates to see all dates. 3 Once you have set the desired values in the fields above, you will see a list of matching results. To view individual Gift Cards, cick the gift card number. To redeem Gift Cards, click on the Redeem button that corresponds with the number for the gift card you want to redeem. (Please do not redeem through this Dashboard if you use a 3rd Party Gift Card system with OpenTable Gifts. Use your POS instead.) To export results to a.csv file, click on the Export to.csv file link. To re-open redeemed standard gift cards, click the Re-Open button. Send Promo Gift Card Tab Select the Send Promo Gift Card tab to send promotional gift cards without payment. Promo gift cards also do not incur any fees with OpenTable. If you have more than one restaurant on OpenTable Gifts, select the location you wish to use. If your gift card is valid at more than one location, select any one location and, upon opening the gift, the recipient will see all the locations where the gift card can be redeemed. 4 Coupon Codes Tab Use this tab to create Coupon Codes to distribute to your customers. To create a new coupon code, please click on the Create New Code button. Then, follow the prompts to create your own coupon code. You can choose from the following coupon code types: % off - Offers a discount that is a percentage of the total amount spent. $ off - Offers a discount that is a specific dollar amount. $ Give and Get - Single Get Amount - Offers a fixed value promotional gift to the person buying a gift card, if a minimum spend is met. For example, the gift card buyer gets a $20 promo gift card if they spend $100. $ Give and Get - Progressive Get Amount - Offer a variable value promotional gift to the person buying a gift card, where the value increases when the spend increases. For example, the gift card buyer gets a $20 promo gift on a $100 purchase, but gets a $40 promo gift on a $200 purchase. If you have an active Give-and Get-coupon code, it will automatically be advertised on your gift purchase page, as shown here: Please only have one Give-and-Get coupon code active at any time for your restaurant. If you have more than one active code, the one advertised on your gift purchase page will be the one that requires the highest single purchase. 5 Editing an Existing Coupon Code To edit an existing coupon code, please click on the code itself. This will take you to the page where you can edit certain fields or enable/disable the coupon code altogether. PLEASE NOTE: Some fields cannot be edited once a coupon code has been created. This is to preserve the integrity of the coupon code in case it has been used previously. If you cannot edit a field that needs to be changed, please 1) disable the coupon code altogether and 2) create a new coupon code with the correct parameters. Accounting Reports Tab Use the Accouting Reports tab to access your weekly reports or to set a customized date range and download your accounting entries into a.csv file. When you click on the Accounting Reports tab, you will see the following: Use the drop down menu to choose which report you'd like to run. Standard Weekly PDF Reports This is the default option. You will see links to each available weekly statement. Click the link to download a PDF copy of the report. Run Custom Reporting When you select custom reporting, you will be asked for a date range. Enter the beginning and ending dates for the report, or select show for all dates. Once your date range is set, you will see your accounting report for those dates. To download this report data into a.csv file, click the Export to.csv file link. 8 The.csv file will contain line-by-line details of every gift transaction during your date range, with the following column headers: Restaurant Name Name of the restaurant the gift card is for. City Where the restaurant is located. Accounting Group Name of the accounting entity. In some cases, more than one restaurant will share the same accounting entity. Bank deposits are aggregated at the Accounting Group level, regardless of the number of restaurants who use the entity. Date Sold/Issued When the gift card was sold or issued. Gift Card Number The gift card number. Recipient Name Name of the gift card recipient. Standard or Promo Gift Whether the transaction was a normal sale (Standard) or a promotional gift (Promo). Payment Received Payment that OpenTable collected for this gift card transaction. For promo gifts, since no payment would is received, the amount will be $0. Fees Paid Total fees paid to OpenTable for the transaction. Net Amount to Merchant Payment Received Fees Paid = Net Amount to Merchant Transaction Source Where the transaction originated from - your website or OpenTable. PLEASE NOTE: If you have a separate accountant or bookkeeper, please ensure you provide their contact information to OpenTable or ). We will need to create a login account for them to access your accounting records. 9
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