Instructions
To use the Gift feature begin entering an order for the gift giver (we like to search for the customer by using the Find Customer button then click the New Order button on the Customer screen).  Or, click here to open the Customer Search screen.

1. Enter the usual order information leaving the customer's (gift giver's) name and address in the billing and shipping address areas. 
    

2. Enter a product in the product grid. This assigns a number to the order. You can enter an actual product if the gift giver is ordering something for himself/herself. Otherwise we recommend a Non-Inventory item like the GIFT ORDER product we selected below. 

You can create your own Non-Inventory item by opening your Product screen from the Company Database and adding a new item. Then select  the Stock Levels tab and click the Non-Inventory Item check box. Click here to create a Non-Inventory item.

3. In the bottom corner of the Order screen click the Gift Orders tab. Then click the New... button to add your first gift recipient. (Note: You can change orders later by selecting them in the grid and clicking the Edit... button).

4. A blank order screen will open on top of the gift giver's order screen. Its title bar will read "Gift Order".

5. In the Shipping Address fields enter the Recipient's shipping address.

6. In the Product Grid enter the product(s) being ordered. You can type product numbers or click the button that appears when you click in the first field to search for a product.

7. Click the Shipping tab and select a shipping method in the Ship Via pulldown. You can also optionally specify:
    

   1. Ship COD - If you check this box COD charges will be added to the shipping amount in the Shipping field in the bottom right corner of the order screen. You must have COD charges set up in the Shipping Companies screen which you can open from the Company Database.
      

   2. Gift Order - This field is automatically selected and should remain checked. If unchecked the order will still be treated as a gift, but some reports may not print properly.
      

   3. Don't hold for BO - Checking this box allows the order to be processed in batch (using the Process Orders action) even if some items are backordered.
      

   4. Tax Shipping - This box will be checked or unchecked automatically. It specifies whether sales tax will be calculated on shipping charges. You can change the specification in the Sales Tax Tables screen available from the Company Database.

8. The Totals box in the bottom right corner will show the following:

Shipping is calculated automatically based on the shipping method you selected in the Ship Via field. You can change it if necessary by clicking on the Shipping field and typing a new amount.
 
The Paid amount field displays the message: Gift order - payment on master order. Each recipient's gift order is added to the master order's total.

9. You can also add Gift Messages to the recipient's order. To do so click the Details button on the right column. The following dialog will open.

Click the Gift/Messages tab. You may enter one or both messages then click the Close button. These messages appear on report R5125 This Gift Recipient Packing List. They may also be added to other reports as gift cards, messages on the packing list and/or invoice, or for internal use on pick lists etc. 
 
Note: You should leave the "This is a gift order" box checked. If unchecked the order will still be treated as a gift, but some reports may not work. 

10. Click the button on the gift order to save and close it. You will be returned to the master order where you can enter another gift order by repeating steps 3 - 10.
    

11. When all recipient orders are complete click the Payment tab on the master order or hold Alt and press N to switch between tabs.

Enter the Total from the totals box in the bottom right corner of the master order screen (this is the total of all the recipient orders) into the Amount field. Next, enter the payment Method, Action and credit card or check number and expiration. You can approve charges immediately using the Authorize button if you have set up Mailware with your credit card software, or simply enter an Approval # manually.

12. Print an invoice for the gift giver by clicking the button and selecting R5121 This Gift Invoice from the Reports button list and a packing list for each recipient by selecting R5125 This Gift Recipient Packing List. 
    

13. Click the button to close and save the order or click the button to enter a new order.

See Also:
Take an Order
Refund an Order

Related Reports:
R5121 This Gift Invoice
R5125 This Gift Recipient Packing List