Utilize Store Credits For Payment In Tagrain
Introduction
Store credits is a type of payment and can be used in the sales transaction. Store credits are issued to customers at the time of refund.
The "Store Credit" feature is made available in Tagrain upon activation of the "Customer and Credit Management" plugin.
Store Credits can only be issued to a customer who is registered with Tagrain. It can never be issued to a Cash / Walk in Customer.
Issuance of Store Credits totally depends on the retailer’s sales policy. Some retailers allow refunds only in the same payment type(s) in which the original sales transaction was done.
The Store Credits are generally issued to a customer when processing a refund.
Steps to utilize Store Credits to make payments
To use Store Credits as a payment type, you need to open the “Web Register” and pick a customer who has a store credit balance.
Click on the Eye symbol. This will bring up the “Customer Information” page wherein you can view detailed information about the customer, including his store credits, loyalty points, list of recent transactions, etc.
Add some products to the transaction list and click “Pay”.
Select “Store Credit” as the payment option. The Payment Screen also displays the total store credit balance that the customer has.
Store Credit as a payment option will only get enabled if the customer has some store credit balance.
Store Credit is only available to Registered Customers. It is not available for Cash / Walk-in customers.
Upon successful payment, you can go back to the Web Register and view the “Customer Information Card”. You will notice that the Store Credit balance for "Glenn Berray" has reduced from SGD335 to SGD185, which is equivalent to the amount utilized for making the payment. He is now left with SGD150 as the new Store Credit balance.
The Store Credit balance of the customer will get automatically updated as soon as the transaction is completed.
Note: The “Store Credit” balance that is utilized to make payment is also reflected in the Sale Receipt of the corresponding sale transaction.
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