Gift cards
Shop teams issue cards with currency, balance and expiry; customers spend them on orders.
Shop teams issue cards with currency, balance and expiry; customers spend them on orders.
Where to find it
Web: open Shop. Desktop: Business → Shop, using the same record paths. Disabled modules or missing read permission remove the navigation entry.
| Screen / tab | Web path | Usage | Desktop |
|---|---|---|---|
| Gift cards | /shop/gift-cards | List, view or tab | Native screen |
| Record details | /shop/gift-cards/[id] | Record or editor | Native screen |
Start working
Step 1
Issue individual/bulk cards.
Step 2
Send and inspect the ledger.
Step 3
Change status/expiry or correct balance.
Step 4
Review redemption/refunds to the card.
Settings
Option-by-option configuration and screen paths: Settings guide.
There is no separate settings route; the guide distinguishes record options from declared defaults.
Permissions and limits
Before you start
Balance corrections are not cash refunds. Default lifetime is declared without a separate settings page.
Role capabilities: Read (read), Write (write), Manage (manage), Export (export), Comment (comment).
Own-record restrictions apply equally to lists, records and Era. Record state or missing data can refuse an otherwise permitted action.
Ask Era
Show cards with balance expiring soon.
Select relevant records for Era context. Era respects modules/roles; external or confirmation-sensitive work can stop for approval. Use era tools in the terminal to inspect currently available tools.
Automation and events
These declared events are available to module-event triggers. Subscribing does not configure the next operation; choose recipients, conditions and actions separately.
Operation details
The inventory includes record, configuration, visitor and background flows. IDs support Era/automation; not every row is a menu button. Asterisks mark required inputs. Unmapped rows do not imply a visible control.
| Operation and ID | Inputs | Permission | Screen or flow |
|---|---|---|---|
Use a gift card (site) · gift_cards.site_apply | Gift card code, Basket, Payment link | Write | Record/API/visitor flow; no separate screen button mapped |
Send to customer · gift_cards.send | Gift card *, Email, Message | Write | /finance, /shop/gift-cards/[id] |
Deactivate expired cards · gift_cards.expire_due | As of | Manage | /shop/gift-cards |
Issue a gift card · gift_cards.issue | Balance *, Currency, Code, Expires, Given to, Email, Note, Bought in, Source record | Write | /shop/gift-cards |
Issue gift cards in bulk · gift_cards.bulk_issue | How many *, Balance *, Currency, Expires, Active straight away, Note | Write | /shop/gift-cards |
Redeem a gift card · gift_cards.redeem | Code, Gift card, Amount *, Currency *, Spent in, Order or checkout, Idempotency key | Write | /shop/gift-cards/[id] |
Refund onto a gift card · gift_cards.refund | Gift card *, Amount *, Refunded from, Order, Reason, Idempotency key | Manage | /shop/gift-cards/[id] |
Activate or deactivate · gift_cards.set_active | Gift card *, Active * | Manage | /shop/gift-cards, /shop/gift-cards/[id] |
Change the expiry · gift_cards.set_expiry | Gift card *, Expires | Manage | /shop/gift-cards/[id] |
Correct the balance · gift_cards.reset_balance | Gift card *, New balance *, Reason * | Manage | /shop/gift-cards/[id] |
Add a note · gift_cards.add_note | Gift card *, Note * | Write | /shop/gift-cards/[id] |
Related guides
Settings
Options, screen paths and defaults.
Workflows
Operations managers connect triggered blocks on a canvas with conditions, loops and approval waits.
Shop
Shop — modules and detailed settings
Technical sources
packages/os-kernel/src/modules/gift-cards.ts, packages/os-kernel/src/modules/index.ts, apps/studio/lib/os/navigation.ts, apps/studio/lib/os/settings-groups.ts, apps/era-station/apps/web/src/era/business/screens.ts.