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.
On the Spotlight Dashboard, go to Gift Cards and Vouchers > Physical Gift Cards > Order Now.
In the Overview tab, click Issue Gifts in the bottom-right.
See the sample preview of the Order File to be uploaded.
Select a Funding account from the drop-down.
Click the order agreement checkbox to accept and click Place Your Order.
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.
In the Spotlight Dashboard, go to Gift Cards and Vouchers > Physical Gift Cards > Order Now.
Select Issuance Order History tab to view the order history.
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.