View Store Credits

Contents of this Topic: ShowHide

Overview

• The View Store Credits screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is displayed when a 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. receipt is scanned and the program detects that the customer has Store Credit.

Description of the Screen

Close Button

• located in the upper right-hand corner, this button exits the View Store Credits screen

Credit ID Number Field

• contains the ID number the program assigned to the credit when it was issued

Order Number Field

• displays the SEOM order number associated with the credit

Issued On Field

• the date on which the credit was issued to the customer

Initial Credit Amount Field

• the starting credit amount when the credit was initially issued

Amount Already Applied Field

• shows the amount of the credit that is already applied to another order

Amount Remaining Field

• displays the balance of the credit remaining (Initial Credit - Amount Already Applied)

Customer the Credit is Assigned to: Section

Reassign Credit Button

• allows the user to reassign store credit to a different customer record, if necessary

Customer ID Field

• displays the Customer ID found in the customer record

Name Field

• displays the name of the customer as recorded in the customer record

Company Field

• displays the name of the company in the customer record, if applicable

CustAddress: Field

• the main customer address information found in the customer record

CustAddress2: Field

• secondary address information, such as Suite or PO Box, found in the customer record

City, State, Zip Fields

• the city, state and postal code information found in the customer record

Email Field

• the email address recorded in the customer record

Phone Field

• the telephone number recorded in the customer record

Customer listed on Order where credit was issued: Section  

View Order Button

• opens the current order at the Process Orders screen

Name Field

• the name of the customer as recorded in the order

Company Field

• the name of the company associated with the order, if applicable

Address Field

• the main address information recorded in the order

Address2 Field

• the secondary address information recorded in the order, such as Suite or PO Box

City, State, Zip Fields

• the city state and postal information recorded in the order

Phone Field

• the telephone number recorded in the order

Credit Redemptions Section

• this section lists all previously redeemed credits

View Selected Order Button

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a credit in the list and click this button to open the associated order at the Process Orders screen

Credit ID Column

• the ID number the program assigned to the credit when it was issued

Transaction ID Column

• the payment transaction ID, if applicable

Order Number Column

• the SEOM order number

Amount Column

• the amount of credit redeemed

Date Column

• the date the credit was redeemed

Time Column

• the time of day the credit was redeemed

Additional Information

Created: 5/22/12

Revised:

Published: 04/13/16