Print Credit Slip

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Overview

• This screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is opened by:

Process Orders>Payment tab>Log Credit link>Issue Store Credit button

• When a store credit is issued to a customer for an imported or manually placed order, the program presents the Print Credit Slips screen.

• The user chooses to print the credit slip immediately or add it to the batch print queue.

• An email can also be sent to the customer at that time. Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the standard Credit Issued email template or create your own through the Email Template Editor.

• To learn how to issue store credit for Point-of-Sale orders, refer to Knowledge Base topic, POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. Store Credit.

Description of the Screen

How Many Copies? Field

• enter the number of copies of the credit slip to print

Send Email Confirmation Check Box

• check this box to send credit notification to the customer via email

Template Tab

• select the template to be used for the body of the credit slip email
• the program comes with one pre-defined template, Credit Issued.txt, or the user may create their own using the Email Template Editor

To Field

• the purchaser's email address is pre-populated in this field, however the user may manually over-type it with another value  

BCC Field

• (optional) enter an additional email address that receives a copy of the credit slip email

Subject Field

• contains the subject line of the selected email template

Edit Message Tab

• contain the body of the selected email template
• Optional: change the text of the selected template temporarily (just for this instance of sending an email message - the template is not permanently altered by changes made at this screen)

Print Now Button

• click this button to immediately print the credit slip after making the appropriate selections in the other fields

Print Later Button

• click this button to add the credit slip to the batch printing queue, after making the appropriate selections in the other fields

Cancel Button

• click this button to abandon the printing of the credit slip and exit the Print Credit Slips screen

Additional Information

Created: 1/23/12

Revised: 5/22/12

Published: 04/13/16