View Store Credits

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Overview

• The View Store Credits screen is displayed when a POS 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 Monsoon Order Manager 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 a credit in the list and select this 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 Monsoon Order Manager 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: 08/19/15