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POS: Issuing Customer Credit
This guide provides step-by-step instructions for issuing customer credits from the point-of-sale. These credits can be redeemed at a later time from the checkout page.
Kathryn Lavelle-Myrtaj
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Log in to the POS with your access code.
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From the "Home Panel" > Click the "Customer" tab.
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Click "Customer Profile".
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Enter a phone number to associate with the credits.
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Click "OK".
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Click "Credits" on the "Customer Information" page.
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Enter a phone number to search for available credits.
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Click "Create" to create a new customer credit, or select an existing one.
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Click "Enter Amount".
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Enter an amount and click "OK".
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Click "Credit Reason" to add a reason for this credit.
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Enter a custom description or click the menu icon for other shortcuts. Then click "OK" to save.
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Click "Ticket Number" to assoicate this credit with a particular order number.\ Click "Expires MM/DD/YYYY" to apply an expriation date for the credit.
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Click "Done" when you are finished adjusting your customer credit details.
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Congratulations, you have successfully created a customer credit. Click "Done" to close the confirmation dialog.
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