Store Credits

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Overview

• The Store Credits screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is called by the Process Orders, Manual Orders and Point-of-Sale Interface to issue store credit to a customer rather than giving them change or issuing a credit to their credit card.

• It is important to compare the customer information in the customer record and in the order to be sure that the credit is assigned to or used by the correct customer.

• If there is conflicting data the user can manually resolve the differences by reassigning the order to a different customer ID, or by editing the order or the customer record if necessary.

Description of the Screen

Customer Data from Order Section

• contains the customer information recorded in the selected order

Customer Data from the Customer ID

• contains the customer information recorded in the customer record associated with the current order

Order Balance Due Field

• displays the balance due on the current order

Credit Total Selected Field

• displays the total amount of credit available for the selected credit ID (click the row and check the box in the Pay column)

List of Remaining Credits Associated with the current Customer ID

• this section shows a list of available credits for the current customer record

Return unused credit total as change Check Box

• check this box if the user wishes to refund the credit as change (currency)

OK Button

• after verifying the customer data, selecting a credit and checking the box in the Pay column of that row, click this button to deduct the outstanding balance due on the order from the selected credit ID

Cancel Button

• this button closes the Store Credits screen without processing the store credit

Additional Information

Created: 5/22/12

Revised:

Published: 04/13/16