Create a Store Credit Offer

Modified on Thu, 29 Jun 2023 at 02:27 PM

Create a Store Credit Offer


Store Credit is where you create an offer that has a set value and allocate it to a customer as a one off in place of a refund. When this is assigned to a customer they can use this voucher to pay part or all of the sale on POS. 



How to create a Store Credit Offer


1 : To create a Store Credit click on the OFFERS button on the top bar.



2 :  Click the NEW button on the right hand side.



3 : Offer Type, select the offer type from the drop-down. Select Store Credit > Click SELECT THIS TYPE button.





4 : Input offer details - Name | Connect To | Auto-Renew | Auto-Assign. 


Name : A unique name for your offer

Connect To : POS System Site - if you have multiple venues you can create different offers for each site.

Auto-Renew : This is if you would like this offer to renew once it has been redeemed

Auto-Assign : Assign this offer to new customers


Once all the information is complete, click on NEXT : Create Rule


PLEASE NOTE : As Gift Vouchers tend to be used as one time offers, these are not set to Auto-Renew or Auto-Assign. TABS would be a more effective way to have recurring offers set to a specific customer/s or over a selected time period.




5 : Next add in the Gift Voucher Amount. Once value has been added select NEXT - ADD PRODUCTS.



6 :  In the PRODUCTS section, add the products needed for this offer.


ALL PRODUCTS : 

Select the button for ‘All product purchases will count towards this offer’ 

WITHOUT EXCEPTION - this will allocate all products available 

EXCEPT FOR - this will allocate all products ‘except for’ the products you search for in this section.


SELECTED PRODUCTS : 


Select the button for ‘Only count purchases for the following product’. 

Search for the products needed for this offer in the search bar.

Each product will be added to the offer and listed in this section.


Once all products are added - select SAVE.




ASSIGNING CARDS TO CUSTOMERS 


Once the card has been created, you can allocate this to customers.


If you want to assign the offer to all customers, under AUTO-ASSIGN TO NEW CUSTOMERS, there is the option to CLICK HERE TO ASSIGN THEM ALL NOW.



Select ASSIGN OFFER.



CARDS


Once the offer has been allocated to a customer, you will be able to view the CARDS usage.


Select the CARDS tab (next to Details|Products) to see a breakdown of the usage of this offer.


Each transaction is listed show the following; PERSON| DATE | OFFER | CODE | STATUS



To see more information on a particular transaction, select the transaction to bring up the details.


This will show the breakdown of how this offer has been used, based on;


PERSON| OFFER | CODE | STATUS | ACTIVATIONS


In the ACTIVATIONS section, each transaction is listed showing the DATE | TIME | PRODUCT/S | POINT ALLOCATION



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