Version 7.5
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Many merchants prefer to issue store credit for returned merchandise rather than refund money to a customer.
Stone Edge has the ability to issue store credit which can be redeemed the next time the customer places a Manual or POS order.
The program is not able to apply store credit against imported orders as payment information is processed, however.
The Orders and Transactions tab of the Customers screen also includes store credit information in the Transactions section of the screen.
The Store Credit History report shows each store credit transaction that occurred in a specific time period.
The merchant should review the Store Credits Remaining report periodically to see their current liability by customer, which represents potential sales revenue in the future.
Store credit information is not transferred to QuickBooks. The merchant should consult their accountant to update QuickBooks with store credit information.
instructions...
instructions...
System Parameter |
Parameter Comments |
ManualOrdersShowStoreCredits |
when adding a customer to a Manual Order, set this parameter to TRUE to have the program display the total amount of store credit the customer has available to them |
POSIssueCreditAsStoreCredit |
set this parameter to TRUE to issue refunds to the customer as store credit |
ShowStoreCreditBalanceOnPOSInvoice |
set this parameter to TRUE to display the amount of store credit available to the customer on the POS Invoice (their sales receipt) |
StoreCreditHistoryTemplate |
specifies the name of the template that should be used to display some or all of the store credit transaction activity that has occurred; the program supplies a default report for this purpose, it is only necessary to change this parameter if a custom report has been created |
StoreCreditsRemainingTemplate |
specifies the name of the template to be used to print/display unused store credit by customer; the program supplies a default report for this purpose, it is only necessary to change this parameter if a custom report has been created |
Created: 3/7/12
Revised: 5/22/12
Published: 04/14/16