Issue and redeem store credits
Overview
When customers return items, store credits are the alternative to a refund. Customers can get a the same amount as the returned item to purchase other items from you at a later date.
Issue a store credit
You may offer store credits in lieu of a direct refund. Cin7 Omni can issue credits to customers and allow customers to redeem credits against one or many transactions.
Return a product or products as normal.
Make sure you have added a customer to the transaction.
-
When you select the REFUND, an option will be available for Store Credit. This will only show only when you have added a customer to the transaction.
-
Print the receipt.
If any Store Credit Terms have been added in the receipt builder, these will appear on the receipt.
The customer should keep the receipt as proof of the credit. The credit will be stored in the system for as long as the expiry period which can be configured in the POS Settings.
Redeem store credit
If a customer wants to redeem a credit:
Search for the customer and continue with the sale as normal.
Once all products are in order, complete the sale as usual by selecting PAY.
Select Store Credit to reveal a list of Credit Notes assigned to the customer.
Select Click to Redeem.
-
In the dialog box that opens, select OK to confirm the redemption.
The value of the credit will be taken from the total.
-
If the value redeemed is greater than or equal to the total, select Finish Order.
Any remaining credit can be redeemed at a later stage.
If the value redeemed is less than the total of the order, the customer will have to pay the remaining amount.
FAQs
How are Store Credits handled by Cin7 Omni POS?
Cin7 Omni store credits can be applied to a sale either as a discount or payment. See the POS Settings article for additional information.
How can I find an order that used a store credit?
This information can be found by searching for the voucher code or store credit reference number in the POS Settings.
Whist logged into Cin7 Omni, hover over your username in the top right of the screen and click Settings.
Under the POS category, select POS Gift Vouchers and Store Credit.
Enter the voucher code or store credit reference number into the Code or Reference field and then click Filter.
Once you have located the store credit in the table, look in the Order Ref Redeemed column to see the order reference number of the order in which the store credit was redeemed.