Store Credits in Blackpurl allow you to apply credit balances directly to a customer record, which can then be used as a deposit on a Customer Order or redeemed at checkout. This article explains how to add a Store Credit adjustment, how to run a report on Store Credit balances, and where Store Credits can be applied.
Before You Start
To process a Store Credit on a Customer Record, your user account must have the Adjust store credits permission enabled. This is found in the Special Actions section of user permissions settings.
How to Process a Store Credit on a Customer Record
Use these steps to add a Store Credit adjustment directly to a customer record.
1. Navigate to the relevant Customer record that you need to process a Store Credit on.
2. On the Customer record, scroll down to the Store Credit section.
3. Click Actions, then select Adjust Store Credits.
4. The Store Credit Adjustment window will appear. Enter the Amount and a Note, then click Save.
5. The Store Credit Adjustment will now appear in the Activity section, and the running Store Credit Balance will update under the Summary section.
Accounting Integration Note
If you have Accounting Integration enabled, adding a Store Credit Adjustment will create a journal entry in your accounting package:
Debit — Store Credit Expense General Ledger
Credit — Store Credit Accrual General Ledger
The General Ledger mapping for these accounts is found in System Settings > Accounting Integration > Control Accounts > Store Credit Accrual / Store Credit Expense.
How to Run a Report to List Store Credits
You can run a Customers report to see a list of all customers who hold Store Credit balances.
1. Run a Customers report from the Reporting page.
2. Once the report has generated, click the column addition button and add the Store Credits column.
3. To filter the report to show only customers with Store Credits, open the search parameters by clicking the dropdown arrow, then click Select Other Fields and select Store Credits.
4. Change the Store Credits filter from Any to Greater than 0.
5. Click Apply to update the report. The report will now display only customers who have Store Credits greater than 0. To view summary totals for Store Credits, click the summary totals icon.
Where to Use Store Credits
A Store Credit can be used as a deposit on a Customer Order or applied through checkout. For more detail, see Use Store Credit as a Customer Order Deposit.