Blackpurl

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

3. To process a Store Credit or make an adjustment of a Store Credit > Click on > then select Adjust Store Credits

4. The Store Credit Adjustment window will pop up for you to complete the Amount and Note and then click on 

5. The Store Credit Adjustment will be now listing in the Activity section with a running Store Credit Balance under the Summary section.

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.

1. From the Blackpurl Header, click on Reporting > Reports

 

2. Scroll down to Common Search > People and click on Customers to run the report

Once the report has generated, click on and add the Store Credits column.

3. You can change the report to only list Store Credits by changing the search parameters.

Clicking on > click on then click on Store credits 

4. Once the Store Credits is added to the parameters, change the Store Credits fields from Any to Greater than 0

5. When you click on the report will change to only report on Customers who have Store Credits greater than 0

TIP:  To see what the Summary Totals for Store Credits is, click on

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