RC Store Credit

Knowledge Base Article: Admin Dashboard > Financials > Store Credit

Overview

The Store Credit section in the Admin Dashboard provides tools to manage and monitor store credit for customers. Store credit can be used as a flexible payment method, allowing administrators to offer credit-based adjustments, refunds, or incentives.

Purpose

The Store Credit system is designed to:

• Streamline refunds and adjustments without cash transactions.
• Provide incentives or loyalty rewards for customers.
• Allow tracking and management of store credit balances efficiently.

Key Features

1. Manage Store Credit:

   • View and update customer store credit balances.
   • Adjust store credit for specific use cases such as returns or promotional offers.

2. Monitor Transactions:

   • Keep a detailed history of all store credit transactions.
   • Maintain transparency in credit adjustments and usage.

3. Customer Integration:

   • Associate store credit with individual customers for tailored account management.

Sections

1. Admin Dashboard > Financials > Store Credit

This section provides an overview of all store credit activity across the system.

Available Data Fields:

• Customer Name: The name of the customer linked to the store credit.
• Email: The associated email address of the customer.
• Store Credit Balance: The current credit amount available for the customer.
• Last Updated: The most recent date when the store credit was adjusted.
• Actions: Options to adjust or view credit details for a specific customer.

How to Adjust Store Credit:

1. Navigate to Admin Dashboard > Financials > Store Credit.
2. Locate the customer using the search bar or filters.
3. Click Adjust Credit in the Actions column.
4. Enter the adjustment amount (positive or negative) and add a description.
5. Click Save to apply the adjustment.

2. Admin Dashboard > Financials > Store Credit > Customers

This section allows you to manage store credit for individual customers.

Available Data Fields:

• Customer ID: Unique identifier for the customer.
• Name: Full name of the customer.
• Email Address: Customer's contact email.
• Current Balance: The current store credit amount for the customer.
• Lifetime Credit Earned: The total credit earned by the customer since account creation.
• Actions: Options to adjust, view, or delete store credit entries.

How to Use This Section:

1. Navigate to Admin Dashboard > Financials > Store Credit > Customers.
2. Use the search or filter options to locate a specific customer.
3. Click on a customer's name to view detailed credit information.
4. Adjust the credit balance by selecting the Adjust Credit button, entering the details, and saving changes.

3. Admin Dashboard > Financials > Store Credit > Transactions

This section provides a comprehensive log of all store credit transactions, ensuring transparency and accountability.

Available Data Fields:

• Transaction ID: Unique identifier for each transaction.
• Customer Name: The name of the customer associated with the transaction.
• Transaction Date: Date and time when the transaction occurred.
• Transaction Amount: The credit amount added or deducted.
• Balance After Transaction: The store credit balance after the transaction was processed.
• Description: A brief explanation of the transaction (e.g., "Refund for Order #12345").

How to Use This Section:

1. Navigate to Admin Dashboard > Financials > Store Credit > Transactions.
2. Review the transaction log to monitor activity.
3. Use filters such as Customer Name, Transaction Date, or Amount to find specific transactions.
4. Click on a transaction entry to view more details.

Example Use Cases

1. Refund Management: Refund a customer for a returned product by adding the refund amount to their store credit.
2. Loyalty Rewards: Incentivize repeat purchases by offering store credit as a reward for frequent buyers.
3. Error Adjustments: Correct billing or transaction errors by modifying store credit balances.

Best Practices

• Regularly review the Transactions log to ensure all credit adjustments are accurate.
• Use descriptive notes when adjusting credit to provide clear context for future reference.
• Notify customers via email or system notifications about credit changes to maintain transparency.

Troubleshooting

• If a credit adjustment does not reflect, ensure the changes were saved correctly.
• Verify user permissions if you encounter access issues with the Store Credit feature.
• Contact technical support for assistance with errors or unexpected behavior.

This comprehensive guide ensures effective use of the Store Credit features in the Admin Dashboard, empowering administrators to manage customer accounts efficiently.