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

Info
titleImportant

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

Refer to the below procedure to know how to order Brand Vouchers:

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titleOrder 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.
  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

Refer to the below procedure to know how to track orders:

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titleTrack 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.

Note
  • 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

Refer to the below procedure to know how to download order details:

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titleDownload 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

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    against any Order ID to download the order snapshot file.



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titleDownload 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

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    against any Order ID to download the invoice snapshot file. 




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