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Installing Store Credit and Refund
Introducing Store Credit and Refund
Store Credit and Refund extension allows processing refunds and promoting additional sales with the in-store currency - the store credit:
The extension introduces an in-store currency - the store credit. Store credit can be used to refund orders keeping customers to the store, and award customers on occasions promoting additional sales. To issue a refund, the storeowner needs to proceed to credit memo of the order and click 'Refund' button, 'Refund to store credit' checkbox is ticked by default. The order is then refunded in full to the store credit customer can spend on any product at the store.
For the backend management, Store Credit and Refund extension offers 'Transactions' and 'Customers' grids. First provides an overview of all credit transactions and allows adding/subtracting store credit from customer accounts either one by one or via mass actions. Customers grid provides and overview of the customers current store credit balance, and comes with the reference links to customer accounts.
For the frontend, the extension adds a dedicated section to the customer's account. In the 'Store Credit & Refund' section customer can track all credit transactions and subscribe to credit balance updates. In addition the store credit balance of the customer can be displayed in the header of all store pages. Moreover every product page can have a price discounted by the available store credit displayed.
Before using the extension the storeowner proceeds to the extension settings page that can be found at Stores > Configuration > Aheadworks Extensions > Store Credit and Refund.
General settings control default extension's behavior and define how the store credit should be applied to orders:
Storefront section controls the extension's behavior on the frontend and where the extension blocks are displayed:
Email Notifications controls how the credit balance updates are delivered to customers:
To change the email template the storeowner navigates to Marketing > Email Templates, creates new template and in the field 'Template' selects Aheadworks_StoreCredit > Balance update template to save as new.
Once done with the settings the storeowner clicks button to apply the changes made.
To issue a refund to store credit storeowner navigates to the required order at Sales > Orders and proceeds to the Credit Memo of the order.
At the bottom of the page the storeowner can see a 'Refund to Store Credit' checkbox with a field allowing for manual store credit input:
Store Credit and Refund extension supports manual transactions allowing the storeowner updating customer's credit balance whenever required. To manually update credit balance the storeowner navigates to Marketing > Store Credit & Refund by Aheadworks > Transactions.
Transactions grid comes with the following interactive elements:
To add new transaction the storeowner clicks button.
At the New Transaction page the storeowner specifies:
When done with the transaction options the storeowner is suggested to select customer(s) by clicking button. Once customer(s) is selected the storeowner clicks button.
New transaction is now displayed in the Transactions grid.
Tracking Customer Balance
For the performance tracking and understanding how many customers have active store credit balance the extension introduces Customers grid that can be accessed via Marketing > Store Credit & Refund by Aheadworks > Customers.
The grid comes with the same interactive elements as Transactions grid. Here the storeowner can get an overview of the store credit earn-spent history and see if customer(s) is subscribed to the balance updates.
Customer Account Section
Store Credit and Refund extension introduces its section to the customer account dashboard.
At the Store Credit & Refund section customers can find the following:
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