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Gift Card and Prepaid Card Liability Data Model

This data source brings in all details of gift cards and prepaid cards- sale of a gift card or prepaid card, refund of a gift card or prepaid card, and redemption using a gift card or prepaid card.

Examples of Use-Cases

  • Sales of gift cards over time

  • Refund of gift cards over time

  • Cross center redemptions

  • Gift card liability at any point of time

Granularity of the Data

At the most granular level, data is organized at an invoice item id level. This means that every line item in the invoice is captured as a separate row in this data source. Only invoice items ids which have either a sale, redemption, or refund of a giftcard or prepaid card are brought in to this data source. In the below example, Tom purchased a prepaid card worth $2000 at a price of $1000 on 12/22/2019 at Center A. Using the prepaid card, he redeemed five items on 12/25/2019 at Center B. Two of the five items were other prepaid cards. On 12/27/2019, he redeemed the left over value at Center A for a service. The below table shows how all the fields are populated:

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Group

Description

Field

Definition

Examples/Notes

Data Type

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

organization name

The formal name of the organization where the sale invoice for the gift card or prepaid card is generated.

'Massage Spa Express' is the formal name of an organization.

varchar(256)

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

organization account name

The domain name of the organization in Zenoti. This is the organization where the sale invoice for the gift card or prepaid card is generated.

If you use this URL to log in to Zenoti 'https://massagespa.zenoti.com', then "massagespa" is your account name. The formal name and domain name may be different.

Center, Zone, Organization

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

center name

The center where the sale invoice for the gift card or prepaid card is generated.

Center, Zone, Organization

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

zone name

The zone to which the center belongs.

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

center city

The city where the center is located.

Center, Zone, Organization

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

center state name

The state where the center is located.

varchar(128)

Center, Zone, Organization

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

country name

The country where the center is located.

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

center zip

The ZIP code to which the center belongs.

Center, Zone, Organization

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

minutes to add

The number of minutes that need to be added to UTC time to get the current time at the center. Timestamps that are generated by Tableau are in UTC [E.g. if you use filters such as Today, Tomorrow, etc.], hence we require this field to arrive at the center time. This is not needed for timestamps that are in the datasource directly; they are already in the center time zone.

int4

Center, Zone, Organization

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

operating center

A flag that indicates if the center is operational. - True: Operational - False: Not operational

boolean

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

center wid

A unique identifier, in Analytics, for the center. It does not exist in the core system.

bigint

Center, Zone, Organization

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

redemption organization name

The formal name of the organization where the gift card or prepaid card is redeemed for other items.

'Massage Spa Express' is the formal name of an organization.

varchar(256)

Center, Zone, Organization

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

redemption organization account name

The domain name of the organization in Zenoti. This is the organization where the gift card or prepaid card is redeemed for other items.

If you use this URL to log in to Zenoti 'https://massagespa.zenoti.com', then "massagespa" is your account name. The formal name and domain name may be different.

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

redemption center name

The center where the gift card or prepaid card is redeemed for other items.

Center, Zone, Organization

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

redemption zone name

The zone to which the redemption center belongs.

Center, Zone, Organization

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

redemption center city

The city where the redemption center is located.

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

redemption center state name

The state where the redemption center is located.

varchar(128)

Center, Zone, Organization

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

redemption country name

The country where the redemption center is located.

Center, Zone, Organization

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

redemption center zip

The ZIP code to which the redemption center belongs.

Center, Zone, Organization

An organization can be divided into zones, which can be further divided into centers. Here, we refer to two types of centers.

redemption minutes to add

The number of minutes that need to be added to UTC time to get the current time at the redemption center. Timestamps that are generated by Tableau are in UTC [E.g. if you use filters such as Today, Tomorrow, etc.], hence we require this field to arrive at the redemption center time. This is not needed for timestamps that are in the datasource directly; they are already in the center time zone.

int4

Center, Zone, Organization

1) Center: Center where the sale invoice for the gift card or prepaid card is generated

redemption operating center

A flag that indicates if the redemption center is operational. - True: Operational - False: Not operational

boolean

Center, Zone, Organization

2) Redemption Center: Center where the gift card or prepaid card is redeemed for other items. In some situations, it is possible that these two centers are different. The fields in this group detail the various attributes of the center and redemption center.

redemption center wid

A unique identifier, in Analytics, for the redemption center. It does not exist in the core system.

bigint

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

user id

A unique identifier for the guest who purchased the gift card or prepaid card. This is a non-blank value that gets populated for every guest.

varchar(36)

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

user first name

First name of the guest who purchased the gift card or prepaid card.

varchar(160)

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

user middle name

Middle name of the guest who purchased the gift card or prepaid card.

varchar(128)

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

user last name

Last name of the guest who purchased the gift card or prepaid card.

varchar(256)

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

user base center

Base center of the guest who purchased the gift card or prepaid card. This is where the guest's profile was created.

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

redemption user id

A unique identifier for the guest who redeemed the gift card or prepaid card. This is a non-blank value that gets populated for every guest.

varchar(36)

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

redemption user first name

First name of the guest who redeemed the gift card or prepaid card.

varchar(160)

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

redemption user middle name

Middle name of the guest who redeemed the gift card or prepaid card.

varchar(128)

Guest

These fields detail the attributes of the two types of guests:

1) User: The guest who purchased the gift card or prepaid card

2) Redemption user: The guest who redeemed the gift card or prepaid card.

redemption user last name

Last name of the guest who redeemed the gift card or prepaid card.

varchar(256)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

record type name

This field indicates whether the transaction was a sale, refund, or redemption.

Possible values: - Sale - Refund - Redemption

varchar(36)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

item type code

If 'record type name' = 'Sale', this will be populated as 'Prepaid/ Gift Card'. If 'record type name' = 'Redemption', this is the item type of the item redeemed using the gift card/ prepaid card. If 'record type name' = 'Refund', this will be populated as 'Prepaid/ Gift Card Refund'.

Possible values: - Service - Product - Prepaid/ Gift Card Refund - Prepaid/ Gift Card - Package - Membership Freeze Fee - Membership - Day Package

varchar(128)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

item name

The name of the gift card or prepaid card sold.

varchar(512)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

is giftcard

A flag indicating if the card sold is a gift card or a prepaid card. -True: Gift card - False: Prepaid card

boolean

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

item code

The unique code of the gift card or prepaid card sold. Every gift card or prepaid card sold has a unique code at the center level.

varchar(256)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

gift card code

Unique code of the gift card or prepaid card sold.

varchar(1024)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

gift card id

Unique identifier for the gift card or prepaid card. This is a non-blank value that gets populated for every gift card or prepaid card.

varchar(36)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

gift card user id

Unique identifier for the gift card or prepaid card and user combination. This is a non-blank value that gets populated for every gift card or prepaid card and user combination.

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

item tags

The tags associated with the gift card or prepaid card sold.

Tags can be created for a gift card or prepaid card in the Organization view. These will be comma separated values if there are multiple tags.

varchar(65535)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

item business unit name

The business unit associated with the gift card or prepaid card sold.

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

sale price

Sale price of the gift card or prepaid card.

FLOAT

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

discount

Discount applied during sale of the gift card or prepaid card.

float

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

tax

Tax applied during sale of the gift card or prepaid card.

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

giftcard value

The value assigned to the gift card or prepaid card at the time of purchase.

A gift card or prepaid can be priced at $100 and carry a value of $200.

FLOAT

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

factortoprice

The ratio between sale price and giftcard value.

A gift card or prepaid can be priced at $100 and carry a value of $200. In this case, the factortoprice is 0.5

float

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

gift card validity days

Number of days for which the gift card or prepaid card is valid.

integer

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

expiry date

Expiry date of the gift card or prepaid card sold.

date

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

redemption item name

The name of the item redeemed using the gift card or prepaid card.

varchar(512)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

redemption item code

The unique code of the item redeemed using the gift card or prepaid card.

varchar(256)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

redemption item tags

The tags associated with the redemption item.

Tags can be created for a service, product, package, or membership in the Organization view. These will be comma separated values if there are multiple tags.

varchar(65535)

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

redemption item business unit name

The business unit associated with the redemption item.

Item

These fields contains attributes of two types of items:

1) Item: The gift card or prepaid card sold

2) Redemption item: The items redeemed using the gift card or prepaid card (service, product, package, membership, gift card, prepaid card).

redeemed amount

The value redeemed from the gift card or prepaid card .

This redeemed amount is by Value. You can look at it by Price by multiplying it with 'factortoprice'

float

Invoice

This group of fields detail out the invoice associated with the transaction.

invoice id

A unique identifier, within the organization, for the corresponding invoice.

varchar(36)

Invoice

This group of fields detail out the invoice associated with the transaction.

InvoiceNo

Invoice number that helps in identifying and tracking the invoice.

Invoice

This group of fields detail out the invoice associated with the transaction.

invoice item id

The unique identifier for each line item within the invoice.

Invoice

This group of fields detail out the invoice associated with the transaction.

sale date

The date on which the corresponding invoice was created.

date

Invoice

This group of fields detail out the invoice associated with the transaction.

redemption date

The date of redemption of items using the gift card or prepaid card.

Invoice

This group of fields detail out the invoice associated with the transaction.

closed date

The date when the status of the invoice is marked as 'closed'