Store credits are issued when the total of the sale is negative (during a Return transaction) or by earning an automatic reward through the Customer Loyalty Reward Program.
Store Credit Sources
Store Credit Issued from a Return - When the sale total of a transaction is negative, those dollars can be issued as a store credit to the customer.
Store Credit Issued from a Reward - The primary difference here is that the store credit is available immediately upon earning it on the sale that triggers the issuance. For example, if a customer is making a purchase and on totaling the sale, the reward is triggered and issued to the customer, if the reward is a store credit, the customer can redeem it for the immediate purchase.
How A Store Credit Is Issued
A customer is on the transaction - If the customer is assigned to the transaction, when the store credit is issued it will be stored under that customers name in the system. When that customer is pulled up on a future sale the store credit will be listed on the POS screen under the customer name.
There is no customer on the transaction - If this is a walk-in customer, when the store credit is issued it will be printed out after the main receipt. This store coupon receipt has a barcode that represents the store credit number and value associated with it.
How A Store Credit Is Redeemed
Redeeming A Store Credit Issued To A Customer - When a customer wants to use a store credit issued to their name, the customer must first be brought up on the sale prior to totaling. Once at the tender screen, select the Redeem Store Credit button and click the Enter button on the number pad. This will bring up the store credit window, displaying all activity on that store credit.
If the sale is less than or equal to the store credit amount, the full amount of the sale will display in the Use ($value) button at the bottom of the window.
If the sale is greater than the value of the store credit, the full balance of that store credit will be in the Use ($value) button at the bottom of the window.
Click the Use ($value) button to return to the tendering window. If the store credit covered the full purchase price, the sale will finish and a receipt will print. If there is a balance due after tendering the store credit, select the tender to finish the sale. If there is a remaining balance to the store credit it will print at the bottom of the customers receipt.
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