{"id":236,"date":"2019-04-03T16:02:54","date_gmt":"2019-04-03T16:02:54","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=236"},"modified":"2019-06-19T17:30:49","modified_gmt":"2019-06-19T17:30:49","slug":"store-credit","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/store-credit\/","title":{"rendered":"Store Credit"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"CopyofBulletedList\">Many merchants prefer to issue store credit for returned merchandise rather than refund money to a customer.<\/li>\n<li class=\"CopyofBulletedList\">Stone Edge has the ability to issue store credit which can be redeemed the next time the customer places a Manual or POS\u00a0order.<\/li>\n<li class=\"CopyofBulletedList\">The program is not able to apply store credit against imported orders as payment information is processed, however.<\/li>\n<li class=\"CopyofBulletedList\">The\u00a0<i>Orders and<\/i>\u00a0<i>Transactions<\/i>\u00a0tab of the\u00a0<i>Customers <\/i>screen also includes store credit information in the Transactions section of the screen.<\/li>\n<li class=\"CopyofBulletedList\">The\u00a0<i>Store Credit History<\/i>\u00a0report shows each store credit transaction that occurred in a specific time period.<\/li>\n<li class=\"CopyofBulletedList\">The merchant should review the\u00a0<i>Store Credits Remaining<\/i>\u00a0report periodically to see their current liability by customer, which represents potential sales revenue in the future.<\/li>\n<li class=\"CopyofBulletedList\">Store credit information is not transferred to QuickBooks. The merchant should consult their accountant to update QuickBooks with store credit information.<\/li>\n<\/ul>\n<h2>Issuing Store Credit when Products are Returned<\/h2>\n<h3>Point-of-Sale Order with Customer Information<\/h3>\n<ol start=\"1\">\n<li>Click the\u00a0[Recall Order]\u00a0button or press the\u00a0[F4]\u00a0key (default setting of the POS Hot Keys).<\/li>\n<li>Locate the appropriate order record by selecting one of the buttons on the\u00a0<i>Recall Order<\/i>\u00a0screen.<\/li>\n<\/ol>\n<ol start=\"4\">\n<li>Click on the\u00a0[Return Items]\u00a0button, which opens the\u00a0<i>Return Items<\/i>\u00a0screen.<\/li>\n<li><a id=\"HotSpot35130\"><\/a>Select\u00a0the items the customer wishes to return, by using the\u00a0[Select All]\u00a0button or select individual items by checking the box in the corresponding row of the\u00a0Return\u00a0column.<\/li>\n<li>Specify the number of units to be returned to inventory in the\u00a0Add Back\u00a0column. Cannot be more than the number of units being returned.<\/li>\n<li>In the section of the screen labeled\u00a0How to Issue Credit for Return, select the\u00a0[Issue Store Credit]\u00a0radio button.<\/li>\n<\/ol>\n    \t\t<div class=\"hts-messages hts-messages--info    \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\t<i>Note:<\/i>\u00a0If this button is grayed out, the order does not contain customer information. If the order has not been &#8220;approved&#8221;, reload the order at the POS interface and add customer information. If the order has been approved, skip to the next section for instructions to add customer information.    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<ol start=\"8\">\n<li>Then click the\u00a0[Process]\u00a0button.<\/li>\n<li>The program will print a<a id=\"HotSpot9844\" class=\"glossterm\"><\/a>sales receipt, reflecting the credit that was issued.<\/li>\n<\/ol>\n<h3>Point-of-Sale Order without Customer Information<\/h3>\n<p><strong>Background<\/strong><\/p>\n<ul>\n<li>Most users configure the POS system to automatically approve POS orders by setting system parameter\u00a0ApprovePOSOrders\u00a0to TRUE.<\/li>\n<li>It is not possible to issue store credit to a customer from the POS interface without having customer data included in the order.<\/li>\n<li>It is also not possible to reload an\u00a0<u>approved<\/u>\u00a0POS order to the POS interface so that customer data can be added to the order at a later date.<\/li>\n<li>Therefore, if items are returned against an\u00a0<u>approved<\/u>\u00a0POS order with no customer information associated with it and the merchant wishes to issue store credit for those items, it is necessary to exit the POS interface to add the customer data to the order before the credit can be issued.<\/li>\n<li>This function will most likely require a manager, or someone with administrative privileges, to perform it.<\/li>\n<\/ul>\n<p><strong>To add customer information to an approved POS order and issue store credit, complete the following steps:<\/strong><\/p>\n<ol start=\"1\">\n<li class=\"p\">Exit the POS interface (F12).<\/li>\n<li class=\"p\">Click the\u00a0[View]\u00a0link of the Orders section on the\u00a0<i>Main Menu.<\/i><\/li>\n<li class=\"p\">Scroll to,\u00a0or search for, the appropriate order.<\/li>\n<li class=\"p\">Once the order has been located, select the\u00a0[Addresses]\u00a0tab.<\/li>\n<li class=\"p\">Click the\u00a0[Edit]\u00a0button under the\u00a0SOLD TO\u00a0text box on the left-hand side of the screen, and add the customer&#8217;s information. Click\u00a0[OK].<\/li>\n<li class=\"p\">The Store Credit can then be issued one of two ways:\n<ul>\n<li>by the\u00a0<i>Credit Card Terminal<\/i>\u00a0tab of the\u00a0<i>Orders<\/i>\u00a0Screen<\/li>\n<\/ul>\n<ul>\n<li>\n<ol>\n<li>click the\u00a0[Payment Terminal]\u00a0button<\/li>\n<li>click on the\u00a0<i>Store Credit<\/i>\u00a0tab<\/li>\n<li>fill in the proper\u00a0Trans\/Amount\u00a0and click the\u00a0[Issue Store Credit]\u00a0button<\/li>\n<li>the program will prompt the user to verify that the credit is being issued to the proper customer, if correct, click\u00a0[OK]<\/li>\n<li>click the\u00a0[OK]\u00a0button to acknowledge the completion of the store credit transaction<\/li>\n<\/ol>\n<\/li>\n<li>by returning to the POS interface to issue the store credit<\/li>\n<\/ul>\n<ol>\n<li>\n<ol>\n<li>click the\u00a0[Recall Order]\u00a0or\u00a0[F4]\u00a0button and then click the\u00a0[Return Items]\u00a0button<\/li>\n<li>on the\u00a0<i>Return Items<\/i>\u00a0screen, click in the\u00a0[Return]\u00a0check box for each item that is being returned, and select the\u00a0[Issue Store Credit]\u00a0radio button<\/li>\n<li>click the\u00a0[Process]\u00a0button<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<ul>\n<li>Review system parameters\u00a0ApprovePOSOrders\u00a0and\u00a0ApproveIncompletePOSOrders\u00a0to determine if POS orders should be automatically approved. The merchant can manually approve POS orders at the end of the day via the\u00a0<i>Multi-Order Processor<\/i>\u00a0screen, if they are not automatically approved by the program. Use one of the &#8220;pending orders&#8221; Quick Filters, such as\u00a0Today&#8217;s Pending Orders, at the\u00a0<i>Orders<\/i>\u00a0or\u00a0<i>Multi-Order Processor <\/i>screens to view these orders.<\/li>\n<\/ul>\n<h3>Imported or Manually placed Order at the Process Orders Screen<\/h3>\n<ol>\n<li>Click the\u00a0[Return\/Exchange]\u00a0link of the\u00a0<i>Items<\/i>\u00a0tab while viewing the affected order.<\/li>\n<li>Select\u00a0Create a new Return\/Exchange\u00a0and click the\u00a0Let&#8217;s Go!\u00a0button.<\/li>\n<li>Choose a user from the\u00a0Entered By\u00a0drop-down list.<\/li>\n<li>Choose whether to generate an<a id=\"HotSpot15628\" class=\"glossterm\"><\/a>RMAand then fill in the related fields.<\/li>\n<li>Click the\u00a0Next\u00a0\u00a0button.<\/li>\n<li>Use the\u00a0[Mark All]\u00a0button to select all items in the order for return or select individual items by clicking the\u00a0Return\u00a0check box in the row of the appropriate<a id=\"HotSpot32079\" class=\"glossterm\"><\/a>line item.<\/li>\n<li>Choose whether to create an Exchange and if so, when the replacement item should be shipped.<\/li>\n<li>Click the\u00a0Next\u00a0button.<\/li>\n<li>Make selections regarding any fees related to the Return\/Exchange and click the\u00a0Next\u00a0\u00a0button.<\/li>\n<li>Click the\u00a0[Save]\u00a0button and respond\u00a0[OK]\u00a0to acknowledge the return was processed successfully.<\/li>\n<li>Click\u00a0<i>Payment<\/i>\u00a0tab of the\u00a0<i>Process Orders<\/i>\u00a0screen.<\/li>\n<li>Select the\u00a0Log Credit\u00a0link in the Accordion to open the\u00a0<i>enter Amount of Credit Issued<\/i>\u00a0screen.<\/li>\n<li>Click the\u00a0Issue\u00a0Store Credit\u00a0button<\/li>\n<li>Respond to the program&#8217;s prompt to verify the information on the customer record matches the customer information on the order. If it matches, click the\u00a0OK\u00a0button.<\/li>\n<li>The\u00a0<i>Print Credit Slip<\/i>\u00a0screen opens so the user can specify the number of copies of the Credit Slip to print and if an email notification of the credit should be sent to the customer.<\/li>\n<li>When all selections have been made, click the\u00a0Print Now\u00a0button to send the report to the printer immediately. Click the\u00a0Print Later\u00a0button to send the report to the batch printing queue. If an email confirmation was selected, the email is send at this time, as well.<\/li>\n<\/ol>\n<h2>Redeeming a Store Credit<\/h2>\n<h3>Point-of-Sale Interface<\/h3>\n<ol start=\"1\">\n<li>Open the POS interface and create a new order.<\/li>\n<li>Add line items to the order, using the\u00a0[Prod Lookup]\u00a0button or\u00a0[F6]\u00a0key (if the user has not modified the default settings of the\u00a0Hot Keys).<\/li>\n<li>Click on the\u00a0[CUST LOOKUP]\u00a0button or press the\u00a0[F5]\u00a0key (if the user has not modified the default settings of the\u00a0Hot Keys).<\/li>\n<li>Manually type in the customer information in the\u00a0<i>Add Customer Information<\/i>\u00a0screen or use the\u00a0[Search]\u00a0button to locate an and select an existing customer record. Click\u00a0[Save]\u00a0to return to the POS interface.<\/li>\n<\/ol>\n<h3>Process Orders Screen<\/h3>\n<ol>\n<li>At the\u00a0<i>Process Orders<\/i>\u00a0screen, navigate to an order with a\u00a0Balance Due\u00a0or use the\u00a0[Reorder]\u00a0link on the\u00a0<i>Order<\/i>\u00a0tab to create a new order.<\/li>\n<li>Click on the\u00a0<i>Payment Tab<\/i>\u00a0and choose the\u00a0Log Payment\u00a0link.<\/li>\n<li>Click the\u00a0Apply Store Credit\u00a0button at the bottom of the\u00a0<i>enter Amount of Payment Received<\/i>\u00a0screen<i>.<\/i><\/li>\n<li>In the\u00a0Pay\u00a0column, check the box of each credit that should be applied toward this order&#8217;s outstanding balance.<\/li>\n<li>Click the\u00a0[OK]\u00a0button.<\/li>\n<\/ol>\n<h3>Manual Orders Screen<\/h3>\n<ol>\n<li>Enter the customer information on the\u00a0<i>Customer<\/i>\u00a0tab of the\u00a0<i>Manual Orders<\/i>\u00a0screen. If system parameter\u00a0ManualOrdersShowStoreCredits\u00a0is set to TRUE, the program pop-ups a display of \u00a0any remaining credit the customer may have.<\/li>\n<li>Use the\u00a0<i>Items<\/i>\u00a0tab to add products to the order.<\/li>\n<li>When finished adding products, billing and shipping information, go to the\u00a0<i>Payment<\/i>\u00a0tab and click the\u00a0Apply Store Credit\u00a0button.<\/li>\n<li>In the\u00a0Pay\u00a0column, check the box of each credit that should be applied against the\u00a0Balance Due.<\/li>\n<li>The user should verify the credit is being issued to the proper customer. If correct, click\u00a0OK\u00a0to apply the credit against the balance due.<\/li>\n<li>Save\u00a0the order.<\/li>\n<\/ol>\n<h2>Related System Parameters<\/h2>\n<table border=\"1\" width=\"757\" cellspacing=\"0\">\n<colgroup>\n<col \/>\n<col \/><\/colgroup>\n<tbody>\n<tr>\n<td>System Parameter<\/td>\n<td>Parameter Comments<\/td>\n<\/tr>\n<tr>\n<td>ManualOrdersShowStoreCredits<\/td>\n<td>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<\/td>\n<\/tr>\n<tr>\n<td>POSIssueCreditAsStoreCredit<\/td>\n<td>set this parameter to TRUE to issue refunds to the customer as store credit<\/td>\n<\/tr>\n<tr>\n<td>ShowStoreCreditBalanceOnPOSInvoice<\/td>\n<td>set this parameter to TRUE to display the amount of store credit available to the customer on the POS Invoice(their sales receipt)<\/td>\n<\/tr>\n<tr>\n<td>StoreCreditHistoryTemplate<\/td>\n<td>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<\/td>\n<\/tr>\n<tr>\n<td>StoreCreditsRemainingTemplate<\/td>\n<td>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<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview 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\u00a0order. The program is not able to apply store credit&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[30,19,20],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Store Credit - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/store-credit\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Store Credit - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview 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\u00a0order. 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Stone Edge has the ability to issue store credit which can be redeemed the next time the customer places a Manual or POS\u00a0order. 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