STORE CREDIT - USER GUIDE FOR MAGENTO 2

(Version 2.1.0)

INTRODUCTION

Keep the Customers around, that’s what store owners care about! Magento Store Credit module for Magento 2 allows you to enhance the interaction with your Customers by many activities such as adding credit or refunding Customers by credit. Customers can use the credit to make purchases on your store or even share with their friends. With Magento Store Credit module for Magento 2, credit can be used as a convenient and time-saving payment method. Customers just need to recharge their credit accounts one time and then use for many future purchases.

Magento Store Credit is one module in our Omnichannel solution for Magento retailers. Storecredit

HOW TO USE (Frontend)

This section will show you how Customers can make use of Store Credit module for Magento 2 in Frontend.

Buy Credit Product

After Customers login to your website, they can access the Store Credit Products page in two ways:

Option 1: on the top navigation bar, click to Buy Store Credit

Option 2: click on the Store Credit on the left navigation of the Account Dashboard page

In this second way, they will be navigated to the My Credit page on which they just need to click on the Buy store credit button

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After that, the Store Credit page will be shown as follows:

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As you can see, this page lists all Credit Products of your website. There are three types of credit products for Customers to choose:

Fixed Value: These credit products have fixed value.

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Drop-down Values: With this type, Customers can select a specific value in the drop-down list.

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Range of Values: With this type, Customers can choose a desired credit amount within the range configured by admin in backend.

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After selecting credit products they like, Customers can add them to cart and checkout normally.

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When the order is complete, our module will auto-add that credit amount to the Customer’s credit balance. Customers can also send Credits to their friends by ticking Send credit to friend checkbox and enter all the required fields:

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Recipient name: the name of the recipient

Recipient email address: the email address of the recipient. The system will send an email to this address

Custom message: the message that recipient will receive

When the order is completed, there will be two cases happening based on signup status of the recipient email address.

Case 1: if the recipient do not have an account in the system, an email as below will be sent

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Case 2: if the recipient has already had an account in the system, the system will automatically add that credit amount to the Recipient’s credit balance

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In both cases, the sender always gets email notifications as below:

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Manage Credit on My Credit page

In order to access the My Credit page, Customers can click on the Store Credit tab on the left navigation.

Manage Credit Balance

On the My Credit page, Customers can view information about their current credit balances and transaction history. In the section Transaction History, our module shows Customers all of their credit transactions with a lot of information including date, type, details, added/deducted value in transaction and credit balance.

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Send Credit to Friends

First, Customers should click on the Send Credit tab on the left navigation to go to the Send Credit to Friends page. This page has 2 parts including Send Credit to Friends and Credit Code List.

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Send Credit to Friends: allows Customers to send credit to their friends by filling in all required information

Credit Code List: shows all information about the credit codes that Customers sent to their friends including code, recipient’s email, amount, sent date and status of code. Credit codes are not displayed fully for security purpose. When Customers click on, they will be shown clearly.

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Please note that our module allows you to configure whether to require your Customers to verify their credit sharing or not. We will consider the two cases separately.

a. Case 1: Customers are not required to verify their credit sharing.

In order to send credit to friends, Customers should enter the recipient’s email and credit amount in the text fields. Our module will check that email address and show notification to Customers.

If the recipient’s email has not been registered on the website:

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In this case, our module will show a notification for the Customer that his friend will receive the credit code via that email. The Customer can enter a message and click on the Send button. After that, the sender’s credit balance will be deducted immediately and an email will be auto-sent to the recipient’s email address.

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As you can see, this email informs the recipient about the credit amount, message and a credit code which can be used to redeem credit to his balance. At the same time, the sender can also see the sent credit code in the Credit Code List section as below:

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In this section, Customers can follow the status of the credit codes they sent. While the recipient has not redeemed a credit code, Customers are allowed to cancel it by clicking on the Cancel link in the Action column. After the cancellation, the recipient cannot redeem that credit code any more. Otherwise, once the credit code has been redeemed, the status will be updated and the Cancel link will be disabled. Please refer to the section Redeem Credit for more information. Customers can check their current balances and transactions of sharing credit in the Transaction History section.

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If the recipient’s email has been registered on the website:

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If the recipient’s email address has been registered on your website, our module will send credit directly to his credit balance instead of sending credit code to his email. Customers can check their current balances and transactions in the Transaction History section.

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At the same time, recipients can get information about this transaction:

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b. Case 2: Customers are required to verify their credit sharing.

If you configure that Customers have to verify before sharing credit, after clicking on the Send button, they will receive an email as below:

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At the same time, they will be navigated to the Verify page:

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On this page, our module shows them a notification about the verification requirement. In the Credit Code List, that code is put under the “Awaiting verification” status with a Verify link.

To verify, Customers just enter the verification code they received in their emails and then click on the Submit Code button.

After Customers finish verifying, our module will send credit to the recipient.

Redeem Credit

In order to go to the Redeem Credit page, Customers can click on the Redeem Credit tab on the left navigation.

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On this page, Customers can redeem the credit code they received to their credit balance by entering the code in the text field before clicking on the Redeem button. Another way is just to click on the link in the email.

After redeeming code, Customers can check their current balance and transaction in the Transaction History section.

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Checkout by Credit

Customers can use credit to checkout on both Shopping Cart and Checkout page.

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On the Shopping Cart page, our module will add Apply Credit Discount block for Customers to use their credit balances to checkout.

To use a credit amount, Customers can first enter that number in the field and then click on the Apply button. Our module will auto-update and calculate the grand total of order.

Please note that Customers cannot use credit to buy credit products. If their carts have one or more credit products, our module will show a notification in the Customer Credit block as below:

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On the Checkout page, in the Payment Information tab, Customers can also use credit to check out by ticking on the checkbox and then enter a credit amount they want.

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When Customers click on the Continue button, our module will auto-update the order’s Grand Total.

After order has been placed, Customers’ credit balances will be updated immediately. They can check the current balances and transactions in the Transaction History section.

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HOW TO CONFIGURE

Manage Customers Using Credit

Go to Store Credit > Manage Customers Using Credit

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Then the Customers Using Credit Manager page will be displayed as below:

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This page shows a list of all Customers using credit and their information such as name, email, credit balance, telephone, etc.

In order to view more details about a Customer, you can click on the Edit link in the Action column.

Then, you will be navigated to the Customer Information page. By selecting Store Credit tab, you can view all of that Customer’s transaction history and credit balance:

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Besides, you can change the Customer’s credit balance by entering an integer (a positive or negative number) and a comment in text fields as below:

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Our module will auto send email to Customer to announce about this transaction if you tick on Send email to customer checkbox. The email will be sent to the customer as bellow:

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After you save, our module will auto update the Customer’s credit balance, send an email to that Customer and create a transaction as follows:

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Manage Credit Products

Go to Store Credit > Manage Credit Products

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Then the Credit Product Manager page will be shown:

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This page shows you all credit products with a lot of information such as product ID, name, SKU, quantity, status, etc.

In order to add a new credit product, you can click on the Add Credit Product button on the right top of the page.

You can add a credit product just in a similar way to adding a normal product. You should pay attention to these following tabs:

Prices Tab:

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In this tab, you can configure the value of the credit product. There are three types of credit products including fixed value, range of values and drop-down value.

Inventory Tab:

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In this tab, by default, our module sets up the field Manage Stock as Yes. It means that you need to manage the quantity of credit products.

Besides the Credit Product Manager page, you can also create a new credit product by clicking on the Add Product button on the Manage Product page:

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Then you will be navigated to the New Product page. In the Settings tab, you need to select Credit Product for the Product Type field before going on to configure the product as above.

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Manage Credit Transactions and Report Charts

Credit Transactions

Go to Store Credit > Manage Credit Transactions

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Then the Credit Transactions page will be shown:

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This page shows all credit-related transactions with a lot of information such as type, detail, customer name/email, added/deducted credit, credit balance after transaction.

You can search any transaction by using filter boxes in each column.

If you click on a Customer’s email, you will be navigated to the Customer Information page.

Credit Report Charts

Go to Store Credit > Customer Credit Report

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Then the Report Charts page will be shown as follows:

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This page can be divided into two main sections including Life-time Reports and Period-of-time Report Charts.

  • Life-time Reports: There are 2 types of reports.

    • Customer Credit Statistics with the total credit, the total spent credit and the number of Customers with credit in your system.
    • Top 5 Customers with The Greatest Credit Balances with their names and current balances in your system.
  • Period-of-time Report Charts: This chart shows you the total spent credit and received credit of all Customers per day in your chosen time range such as last 24 hours, last 7 days, current month, etc.

Using Credit to checkout in backend:

On the Create Order page on backend, our module allows you to use credit when creating orders for Customers.

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You just need to enter a credit amount and click on the Gray Arrow button. Our module will auto-update and calculate the grand total of the order.

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After submitting the order, the Customer’s credit balance will also auto updated and you can check the transaction on the Credit Transaction page.

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Refund Orders into Credit Balance

When Customers want to refund an order, our module allows you to transfer the order value to his credit balance. In that way, Customers can use the credit for future purchases and you do not have to lose money for the refund at the same time.

After clicking on the Credit Memo button, our module shows a text field for you to enter the amount you want to refund into credit:

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After that, when you click on the Refund Offline button, the amount you entered as well as the credit that the Customer used for paying for the order will be refunded to his current credit balance.

For any order that includes only Credit Product, the option Refund Order to Credit is not available.

Once the refund is finished, you can check the transaction on the Manage Transaction page:

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Settings

Go to Store Credit > Settings

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  • General Configuration Tab:

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Title If you choose Result will be
Enable Yes Store Credit is enabled on your site
Allow sending credit Yes Your Customers can send credit to their friends
Verify before sending credit Yes Your Customers are required to verify before sending credit to friends
Groups can use credit General Only General Customers can use credit
  • Spend Credit On Tab

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Title If you choose Result will be
Apply Customer Credit After tax Apply Customer credit discount to Customer’s order value after tax calculated
Shipping Fee No Credit balance cannot be used to pay for Shipping Fee
  • Email Configuration Tab:

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- Adjust time for Customer credit reports on total used and total received credit Tab:

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- Style Configuration tab: on this tab, you will be able to change background and color of Title

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Release Note

Version 2.1.0 for Magento 2 (released on Oct 19th, 2017)

Compatible with Magento 2.2

Version 2.0.0 for Magento 2 (released on Jun 06, 2017)

Re-structure coding

Version 1.0.0 for Magento 2 (released on May 4th, 2016)

Release the stable version for Magento 2.0


Confidential Information Notice

Copyright 2016. All Rights Reserved. Any unauthorized reproduction of this document is prohibited.

This document and the information it contains constitute a trade secret of Magestore and may not be reproduced or disclosed to non-authorized users without the prior written permission from Magestore. Permitted reproductions, in whole or in part, shall bear this notice.