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

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 Creating Funding Account

Ordering Physical Gift Cards

Refer to the below procedure to know how to Order Physical Gift Cards:

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titleOrder 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

Note

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

Refer to the below procedure to know how to Issue Gifts:

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


Tracking Orders

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

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titleView 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.
Note

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




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titleView 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.

    Note

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



Downloading Order details

Refer to the below procedure to know how to download the Proforma Invoice:

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titleDownload 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

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    against any Order ID to download the invoice snapshot file.




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