Credit balance

Credit balance


What
All credits sold, and their creation date, can be displayed with an overview of how much remaining credit has not yet been redeemed by customers.

Where
Admin: Accounting > Credit.


In the “Customer's credit balances” item (Admin: Accounting > Credit) there is a list of all credits sold, their creation, redemption and residual values. This means you can always see how much credit is still in circulation.




In addition to an export function ("Export" button at the top right) of the credits existing in the system, there is also an import function for credits that have already been sold, which may have been issued outside of SIDES in the past. Using the "Import" button at the top right, a CSV file can be uploaded to store "old" credit.

This format must be maintained for the import:
Name   ;  Code  ;              ;   Value   ;   Date of Expiry   ;   Store ID

The respective store ID can be found in the URL line (browser bar) of the store (Admin: Store > Stores > Edit).
Note: A maximum of 199 data sets may be imported at the same time.




Credits are created like an item, except that the “Credit” property is selected. Further information can be found in the item (edit) under the keyword “Credit”.


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