Spotlight Gifting
Page tree

Versions Compared

Old Version 15

changes.mady.by.user Yashwanth

Saved on

compared with

New Version Current

changes.mady.by.user user-e873e

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

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

Info
titleImportant

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

Button Hyperlink
titleCreating Funding Account
typestandard
classbtn.-redirect
urlhttps://docs.zetaapps.in/display/OND/Managing+Funding+Account#ManagingFundingAccount-CreatingFundingAccount
targettrue

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.

Div
classfaq-panel-expand


Expand
titleOrder Physical Gift Cards
  1. Log into the
    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .
  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

Note

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.  

Div
classfaq-panel-expand


Expand
titleIssue Gifts
  1. Log into the
    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .
  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.


    Note
    iconfalse
    titleHDFC 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. 

Div
classfaq-panel-expand


Expand
titleView Order History
  1. Log into the
    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .
  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.
Note

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




Div
classfaq-panel-expand


Expand
titleView Issuance History
  1. Log into the
    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .
  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. 

Div
classfaq-panel-expand


Expand
titleDownload Proforma Invoice
  1. Log into the
    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .
  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

    Span
    classimg-sm

    against any Order ID to download the invoice snapshot file.




Div

On this page:

Table of Contents