This article will explain how to process a Store Credit on a Customer Record and then how to report on Store Credits
Prerequisite
For a user to be able to process a Store Credit on a Customer Record, the user will need to have the user permission - Adjust store credits
How to process a Store Credit on 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 to the Store Credit section
- To process a Store Credit or make an adjustment of a Store Credit > Click on
> then select Adjust Store Credits
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- Store Credit Adjustment window will pop up for you to complete the Amount and Note and then click on
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- The Store Credit Adjustment will be now listing in the Activity section with a running Store Credit Balance under the Summary section
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How to run a Report to list Store Credits
It may be necessary to run a report to see a list of Customers with Store Credits
- From the Blackpurl Header, click on Reporting > Reports
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- Scroll down to Common Search > People and click on Customers to run the report
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- You can change the report to only list Store Credits by changing the search parameters
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- Once the Store Credits is added to the parameters, change Store Credits fields from Any to Greater than 0
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- When you click on
the report will change to only report on Customers who have Store Credits greater than 0
To see what the Summary Totals for Store Credits is, click on
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Further Information
- A Store Credit on the Customer record can be used as a Deposit on a Customer Order
For further information, please review our article - Using Store Credits as a Customer Order Deposit
- If you have Accounting Integration - Please read
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For further information, please review our article - Understanding Accounting Integration - Step 4 Control Accounts - Store Credit Accrual