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Spotlight Gifting
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Overview

This article explains how to issue Brand Vouchers to employees using Zeta Spotlight Dashboard. You will learn about

Important

Before proceeding, ensure that Funding Account is set up and sufficient balance is available. Otherwise, your order will be stalled. For more information, see Creating Funding Account .

Ordering Brand Vouchers

There are various steps involved with the process of issuing gifts to the employees. With the Zeta Spotlight Dashboard you can have a very digitized and sophisticated gifting experience.  

 Order Brand Vouchers
  1. Log into the Zeta Platform .
  2. On the Spotlight Dashboard, go to Gift Cards and Vouchers > Brand Vouchers > Order Now.

  3. Select from the popular list of brands or navigate to all categories and select a brand to proceed.
  4. Upload a file with the beneficiary details in the required format, schedule a date to send the gifts and click Next.

    See the sample preview of the Order File to be uploaded.


    HDFC specific order file sample


  5. On the Order Summary page, verify your order details. Confirm the Funding Account to be used and skip to step 6.
    If you want to select a different Funding Account, follow the steps below:
    1. Under Note, click Change.

    2. Select a different Funding Account from the drop-down and click Change Account.
    3. Click Done to confirm. 
  6. Click the terms and agreement checkbox to accept and click Create Gift Order. 
  7. Finally, review the order and click Done to confirm.

Tracking Orders

Once the order has been initiated, you can track it's status. Along with the order status, you can also view various details regarding your order such as order issuance date, number of beneficiaries and the amount. 

 Track Orders
  1. Log into the Zeta Platform .
  2. On the Spotlight Dashboard, go to Gift Cards and Vouchers > Brand Vouchers > Order Now.

  3. At the top-right, click Order History.

  4. To view orders by status, use Filter by Status drop-down at the top-right. To view orders by Order ID or Brand, use Search bar provided at the top-left.

  • If you order is stalled due to insufficient funds, use the Add link to add funds to complete the order. Follow instructions mentioned in steps 4 and 5 mentioned here .
  • To know more about various status types that are triggered after you create an Order, refer Understanding Order statuses.

Downloading Order details

There are two kinds of Order details the Zeta Spotlight dashboard allows you to download. 

  • An Order File that provides you the beneficiary details for that order. 
  • A Proforma Invoice that is a bill of sale issued before the shipment of goods for that order. 
 Download Order File
  1. Log into the Zeta platform.
  2. On the Spotlight Dashboard, go to Gift Cards and Vouchers > Brand Vouchers > Order Now.

  3. At the top-right, click Order History.

  4. In the Download column, click Order File icon against any Order ID to download the order snapshot file.

 Download Proforma Invoice
  1. Log into the Zeta Platform .
  2. On the Spotlight Dashboard, go to Gift Cards and Vouchers > Brand Vouchers > Order Now.

  3. At the top-right, click Order History.

  4. In Download column, click Proforma Invoice icon against any Order ID to download the invoice snapshot file. 

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