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Spotlight Gifting
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Overview

This article explains how to issue Physical Gift Cards to employees using Zeta Spotlight Dashboard. You will learn about

Important

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

Ordering Physical Gift Cards

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

  3. In the Overview tab, click Order Cards. 
  4. Fill in the required details in the form provided and click Place Order.
  5. Review the order and click Done to confirm.

Issuing Gifts

Before issuing the gifts, ensure that the Physical Gift Cards have been distributed to the respective beneficiaries.

Once the Physical Gift Cards are distributed to the employees, you can place another order to issue funds on those gift cards.  

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

  3. In the Overview tab, click Issue Gifts in the bottom-right. 

  4. Provide a Reference name for the order. Click Upload File to upload the order file or drag and drop the file onto the dotted region. Click Next.


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


    HDFC specific order file sample

  5. Select a Funding account from the drop-down.
  6. Click the order agreement checkbox to accept and click Place Your Order. 
  7. After placing the order request, 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. 

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

  3. Select Card Order History tab to view the order history.
  4. To view orders by status, use Filter by Status drop-down. To view orders by Order ID or Name, use the Search bar provided at the top-left.

To know more about various status types that are triggered after you create an Order, refer Understanding Order statuses.

 View Issuance History
  1. Log into the Zeta Platform .
  2. In the Spotlight Dashboard, go to Gift Cards and Vouchers > Physical Gift Cards > Order Now.

  3. Select Issuance Order History tab to view the order history.

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

Downloading Order details

Zeta Spotlight dashboard allows you to download the Proforma Invoice against an order. It is a bill of sale issued before the shipment of goods for that order. 

 Download Proforma Invoice
  1. Log into the Zeta Platform .
  2. Go to Gift Cards and Vouchers > Physical Gift Cards > Order Now.

  3. Click Order History tab.

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

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