Issue, Use and Manage Store Credit

RetailOps store credit is easy to record and easy to use. This article will demonstrate how to issue store credit, how to use it, and how to report on it.  

 

1. Navigate to Customer Service > Search.

2. Search for the customer to whom you would like to issue store credit. Select the customer from the search results.

3. On the customer record, select the Store Credit tab.

4. At the bottom of the Store Credit tab, enter the amount of Credit to issue.

5. Enter the Reason why the credit is being issued. Press the [Apply] button.

Issue Store Credit through the Returns Tool

1. Navigate to Warehouse > Order Returns.

2. Search for the order you want to process. Open the order.

3. Find the items being returned. Click under the Qty column to enter the count of items returned.

4. Check the data under Reason, Restock, Refund, Ship, Ship (the 2^nd column), and Fee.

5. You may enter instructions or notes about the return.

6. Toggle the [Refund/Store Credit] button.

   • [Refund]. The amount will be issued back to the customer’s method of payment.

   • [Store Credit]. The amount will be refunded in the form of Store Credit.

7. Press the [Process Return] button. When the return is processed, the Store Credit will be added to the Customer record. 

Deduct Store Credit

1. Navigate to Customer Service > Search.

2. Search for the customer to whom you would like to issue store credit. Select the customer from the search results.

3. On the customer record, select the Store Credit tab.

4. At the bottom of the Store Credit tab, enter the value you would like to deduct from the store credit. Indicate the value is to be deducted by placing a minus symbol in front of the value. For example: "-5" to deduct $5. 

5. Enter the Reason why the credit is being deducted. Press the [Apply] button.

 

Print Store Credit Receipt

Beginning in RetailOps version 2.6, you can provide your customers with a printed receipt which indicates their present store credit balance. Please note: Your terminal must be mapped to a POS receipt printer.

1. Navigate to Customer Service > Search.

2. Search for the customer to whom you would like to issue store credit. Select the customer from the search results.

3. On the customer record, select the Store Credit tab.

4. Select [Print Balance]

 

Use Store Credit

RetailOps Store Credit can be applied in the Customer Service tool, or Point of Sale tool. 

To use Store Credit as payment in the Customer Service tool: 

1. Open the desired order in the Customer Service tool, or create a new order from the Customer record by selecting [New Phone Order].
2. Add the desired items to the order.
3. If the customer has available store credit, you will see it displayed next to the payment details in the bottom right. 
4. To use the available store credit, select [Apply Store Credit]. At this time, the store credit will be deducted from the customer's store credit balance. 

Be sure to fulfill or cancel the order once Store Credit has been applied. Orders in an "Incomplete", "Hold" or "Processing" status will continue to hold store credit from the customer's account. 

 

To use Store Credit as payment in the Point of Sale tool: 

1. In the Point of Sale tool, add all desired order items to the order. 

2. Select [Select a Customer] in the bottom left corner of the screen.

3. When you are ready to complete the transaction, select [Pay] at the bottom of the screen. 

4. From your Payment Options, Select [Store Credit] to apply the customer's existing store credit to the order. 

5. If there is a remaining balance once store credit has been applied, collect the balance before proceeding. 

6. Once all monies due have been collected, select [Submit].

7. Select your receipt option to complete the order. 

Be sure to fulfill or cancel the order once Store Credit has been applied. Orders in an "Incomplete", "Hold" or "Processing" status will continue to hold store credit from the customer's account. 

 

Report on Store Credit

Current Balance

The reporting tool allows you to quickly see all customer's current Store Credit balance. 

1. Navigate to Administration > Reporting. 
2. Select [New Report] in the upper right side of the screen. 
3. From the "Data Sources" menu, select Store Credit Transactions. Select the green plus to add this to your report.
4. From the "Fields" menu on the righthand side, select the following fields to add to your report. Click and drag the fields into your "Aggregated Fields". 
   • Customer.ID
   • Customer.Name
   • Customer.Store Credit
5. Save your report by adding a report name, and selecting [Save As]

 

Store Credit Transactions 

To see use of Store Credit, you'll need to use the "Payment Transactions" or "Store Credit Transactions" datasource in the Reporting Tool. For this basic report, we're going to show all orders, including those paid for with Store Credit. 

1. Navigate to Administration > Reporting. 
2. Select [New Report] in the upper right side of the screen. 
3. From the "Data Sources" menu, select Payment Transactions. Select the green plus to add this to your report.
4. From the "Fields" menu on the righthand side, select the following fields to add to your report. Click and drag the fields into your "Aggregated Fields". 
   • Order.ID
   • Amount
   • Payment Processor
   • Order.Type
5. Save your report by adding a report name, and selecting [Save As].

 

*To filter your report to ONLY show orders which have been paid for with Store Credit, use the following filter in the "Filter Expression" field:  Payment Processor = "Store Credit"  

 

 

**All report formulas shown are samples, and RetailOps is not responsible for user errors made in the reporting tool.**