HOW TO PROCESS A STORE CREDIT ON A CUSTOMER RECORD

  1. Navigate to the relevant Customer record that you need to process a Store Credit on. 
  2. On the Customer record scroll to the Store Credit section
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  1. To process a Store Credit or make an adjustment of a Store Credit > Click on User-added image> then select Adjust Store Credits

  1. The Store Credit Adjustment window will pop up for you to complete the Amount and Note and then click on User-added image
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  1. The Store Credit Adjustment will be now listing in the Activity section with a running Store Credit Balance under the Summary section.

  

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HOW TO RUN A REPORT TO LIST STORE CREDITS

It may be necessary to run a report to see a list of Customers with Store Credits.

  1. From the Blackpurl Header, click on Reporting > Reports
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  1. Scroll down to Common Search > People and click on Customers to run the report
Once the report has generated, click on User-added image and add the Store Credits column.

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  1. You can change the report to only list Store Credits by changing the search parameters.
Clicking on User-added image > click on User-added imagethen click on Store credits 

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  1. Once the Store Credits is added to the parameters, change the Store Credits fields from Any to Greater than 0
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  1. When you click on User-added image the report will change to only report on Customers who have Store Credits greater than 0
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TIP:  To see what the Summary Totalsfor Store Credits is, click on User-added image


FURTHER INFORMATION

  

  • IF YOU HAVE ACCOUNTING INTEGRATION - PLEASE READ
In Accounting Integration, please ensure that you have the correct GL set for your Store Credit Accrual and Store Credit Expense in the Control Account section. 

  

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