ECOMMERCE MANAGER - USER GUIDE FOR MAGENTO 2


Introduction

According to Big Commerce and Square, ecommerce is growing 23% year-over-year. Even 2 in 5 (40%)online shoppers say they couldn’t live without online shopping. However, many e-commerce businesses are struggling to capitailize on their digital sales channels.

So how retailers can manage their business to maximize sales on online channels in the emerging technology world?

Magento 2 Ecommerce Management module including Store Pickup, and Loyalty programs is here to help you create more values for your customers and thus, will boost sales for the whole business.

With Loyalty programs module, your ebusiness can build a strong relationship with their customers and drive more sales from returning ones as well through Reward Points, Store Credit and Gift Cards. Besides, Store Pickup will satisfy your shoppers with the convenient option of ordering online - picking up in store.

This guide is specially written to give you an comprehensive understanding about our Omnichannel Solution under the lens of an Ecommerce Manager. Thus, you can quickly understand the responsibility of your workforce during the operation of an ecommerce business.


Permission Matrix

permission matrix

User Guide For Ecommerce Manager

Validating Orders & Store Pickup Processing

Validate orders

Check orders in store

Path: Inventory Management -> Warehouses

 Check orders in store

The Manage Warehouses page will display a list of warehouses and you need to find the warehouse that customers place their pickup-in-store order and click on View to view the chosen warehouse.

 Check orders in store

1) In the View Warehouses page - section Orders, find the order that customer want to pick up in store.

2) Click on View to see the detail of the order.

 Check orders in store

The order page will be opened and you can see all the information of the order as above:.

Process Shipment for customers
Create shipment

Path: Sales > Orders

create shipment

1) In the Information tab, click on Ship

The New Shipment page will open and include a customer’s information such as sales info, account, address, payment and shipping method.

 create shipment

2) Click on Submit Shipment button to complete.

When a new shipment is created, you will see the notification: “ The shipment has been created”

 create shipment

Path: Sales > Orders

After a new shipment has been created, if you want to print packing slips:

 Print Packing Slips

1) In the Order page, click on Shipments to open a shipment tab.

 Print Packing Slips

The Shipment page of a particular order will open as above.

2) Click on Print button to print out packing slips.

Send confirm email to customers

Path: Sales > Orders Continually, to send confirm email to customers:

 Send confirm email to customers

In the Information tab, click on Send Emai

 Send confirm email to customers

• Then a popup will appear to make sure that you want to send confirm email to customers. Click on OK to complete.

 Send confirm email to customers

• After that, you will see the notification as above:

Request Transfer Stock from other warehouses

If the store where customers choose to pick up their orders doesn’t have enough stock to provide, it ‘s time to request stock from other warehouses, firstly go to Inventory Management > Transfer Stock > Request Stock.

 Request Transfer Stock from other warehouses

In the Add a New Request Stock tab, let’s fill the Transfer Code, choose Source Warehouse and Destination Warehouse. Besides, you can fill in the Reason box for resquesting stock.

 Request Transfer Stock from other warehouses

Then, to prepare product list, click on the Prepare Product List button as the image above.

To add new list of products:

 Request Transfer Stock from other warehouses

1) Click on the product needed

2) Add Selected Products

 Request Transfer Stock from other warehouses

3) Choose the quantity to transfer and click on Start Request Stock

4) Click on Remove to delete product line

 Request Transfer Stock from other warehouses

The request transfer is completed.

Receive Transfer stock

After the staff of the requested warehouse confirmed transferring their stocks and these stocks are ready to import into your store, it’s time to receive them.

To receive stock from other warehouses, in the tab Click on Select Products in Receiving history section:

 Receive Transfer stock

  1. Click on the request created for receiving

  2. Click on Add Selected Products

 Receive Transfer stock

  1. Write the quantity received in receiving history

 Receive Transfer stock

  1. Click on Save Receive

 Receive Transfer stock

Delivers orders in store

Find pickup-in-store orders

Path: Inventory Management > Warehouse.

In the Manage Warehouses page, tick to the warehouse of store in which your customer want to pick up his/her order.

 Find pickup-in-store orders

Then click View to see the order in the chosen warehouse.

 Find pickup-in-store orders

View Warehouse page will open and in the Orders section, you can find the order of customer picking up in your store. Apply Filters to find that order easily by following steps in the image above.

 Print invoice

1) In the View Warehouse page - section Orders, click View to see the detailed information of the customer’s order.

 Print invoice

2) Click on Invoice to create a new invoice for customer:

A **New Invoice** page will appear with all information of the customer ‘ s order.

 Print invoice

3) Click on Submit Invoice button. Then a new invoice has been created.

 Print invoice

4) To print it, click on Print button.

Running Loyalty programs

Reward Points

Add new rate

 Add new rate in reward points

1) Click on Reward points

2) Click on Spending Rates

3) Click on Add New Spending Rate

 Add new rate in reward points

Fill all the data needed in the boxes

 Add new rate in reward points

Click on Save spending rate after finishing filling in all the boxes

 Add new rate in reward points

The new spending rate will be shown as the above image.

If you want to edit a new earning rate, do the same as above but notice the difference between earning rate (the number of points customers will earn when spending an amount of money) and spending rate (the number of points customer will spend when purchasing an order)

Edit existing rate

Path: Reward Point > Spending Rates

 edit new rate in reward points

Click on Edit on action column of the rate needed to be edited

 edit new rate in reward points

Edit the rate, then click Save spending rate, or Delete it

If you want to edit a new earning rate, do the same as above but notice the difference between earning rate (the number of points customers will earn when spending an amount of money) and spending rate (the number of points customer will spend when purchasing an order)

Manage transaction

Path: Reward points > Transactions

 Manage transaction

Click on Add new transaction to add new transaction

 Manage transaction

Fill in the required information and click on Save

Manage point balances of customers

Path: Customers > All customers

 Manage point balances of customers

Click on Edit of the customer needed to be managed

 Manage point balances of customers

Click on Reward Points to manage the customer’s balance by filling the change balance, change title, time when points expire on box.

Also, update points subscription and expire transaction subscription can be configured in Reward Points.

 Manage point balances of customers

Click on Save customer to save the changes

 Manage point balances of customers

All transactions of a customer are also listed in reward points

Change point balance

Path: Reward points > Manage points balances

There are two ways to change the point balance of a customer.

The first way is to enter the Change Balance in the Reward Points session as mentioned above.

The second way to change points, which can be done to many customers at the same time, is illustrated below:

change point balance

A list of customers will be shown with point balance column

 change point balance

Click on Import to import from computer

 change point balance

1) Click on “Choose file” to upload file

2) Click on Import to import it

 change point balance

The list of customers in Reward Point Balances Information page can also be exported by clicking on Export

Use points when creating orders in backend

Path: Sales > Orders

 Use points when creating orders in backend

1) Click on Sales

2) Click on Orders

3) Click on Create new order

 Use points when creating orders in backend

Select customer from the list

 Use points when creating orders in backend

Click on Add products to add products to the order

 Use points when creating orders in backend

Click on the product and enter the quantity, then click on Add Selected Product(s) to Order.

 Use points when creating orders in backend

Set the number of point customer will use in the order in the use customer reward points

 Use points when creating orders in backend

Fill in the required fields, click on submit order to finish creating new order.

Refund an Order into points balance in backend

Path: Sales > Orders

 Refund an Order into points balance in backend

1) Click on View to see the details of an order

 Refund an Order into points balance in backend

2) On the top bar, click on Credit Memo label to create a refund order

 Refund an Order into points balance in backend

On the pop-up screen named , scroll down, then

3) Enter the earned points that will be refunded to customer’s balance

4) Click on to finish

 Refund an Order into points balance in backend

After the credit memo has been created.

5) Click on Credit Memo tab on the left hand-side to view credit memos data

Store Credit

Manage Customers Using Credit.

 Manage Customers Using Credit

Path Store Credit > Manage Customers Using Credit

 Manage Customers Using Credit

Then the Customers Using Credit Manager page will be displayed as above.

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

To view more details about a customer, click on the Edit link in the Action column.

 Manage Customers Using Credit

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.

 Manage Customers Using Credit

1) Entering an integer (a positive or negative number)

2) Add an comment such as why you add credit for customers.

 Manage Customers Using Credit

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 above.

 Manage Customers Using Credit

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

Manage Credit Products

 Manage Credit Products

Path: Store Credit > Manage Credit Products

 Manage Credit Products

Then the Credit Product Manager page will be shown.

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

To add a new credit product, 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.

  • Prices Tab:

 Manage Credit Products

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.

  • Setting Section

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.

 Manage Credit Products

1) Enable Product: activate the Store Credit

 Manage Credit Products

2) Attribute Set: select default or any attributes available to purchase by Store Credit

3) Product name: enter the name

4) SKU: enter the SKU of your store credit

5) Quantity: enter the number of store credit cards you can give (optional)

6) Stock Status: select the current availability of the Store Credit

 Manage Credit Products

7) Categories: select the categories that you sell this Store Credit. In case, you do not have fitted category. Click on “New Category

 Manage Credit Products

8) Visibility: choose where it will be visible to customers

9) Set product as new from: choose active date of the Store Credit

10) Visible on Web POS: activate the Store Credit on the Web POS

Advanced Inventory

Path: New Product > Quantity > Advanced Inventory

 Manage Credit Products

 Manage Credit Products

1) Manage Stock: our module sets up the field as Yes. It means that you need to manage the Qty.. of Credit Products. You can edit it by uncheck box Use Config Settings.

2) Qty.: it is synchronized with the Qty. on New Product Section

3) Out-of-stock Threshold: our module sets up the field as 0. It means the product will be notified “Out-of-stock” when the number of items is 0. You can edit it by uncheck box Use Config Settings

4) Minimum Qty. Allowed in Shopping Cart: our modules set up the field as 1. It means a customer must have at least 1 product in a single order to purchase Store Credit Product. You can edit it by non- checking box Use Config Settings.

5) Maximum Qty. Allowed in Shopping Cart: as mentioned in No.4

 Manage Credit Products

6) Qty. Uses Decimals: select No if the Qty. is not a decimal value

7) Allow Multiple Boxes for Shipping: select NO if the Qty. purchased CAN NOT be shipping in separate boxed

8) Backorders: Backorder means funds are still authorized or captured immediately when the order is placed, regardless of whether the product is in stock. Product will be shipped as they become available

No backorders: Do not accept backorders when product is out stock

Allow Qty. below 0: Accept backorders when the Qty. falls below zero

Allow Qty. below 0 and notify customer: accept backorders when the Qty. falls below zero, but notifies customers that orders can still be placed

9) Use Deferred Stock Updated

10) Notify for Qty. below: determine the stock level at which the system will notify the inventory is below the threshold

11) Enable Qty. Increments: select if the product can be sold in quantity increments (Qty. increments –the number of products that must be purchased at the same time)

12) Stock Status: it is synchronized with the Qty. on New Product Section

 Manage Credit Products

Manage Credit Transactions and Report Charts
Credit Transactions

 Manage Credit Transactions

Path: Store Credit > Credit Transactions Section > Manage Credit Transactions

Then the Credit Transactions page will be shown as below

 Manage Credit Transactions

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

 Manage Credit report charts

 Manage Credit report charts

Path: Store Credit > Credit Transactions Section > Customer Credit Report

Then the Report Charts page will be shown as above.

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.

Use Credit when creating orders in backend

✓ Path: Sales > Operations Section > Orders > enter numbers on Customer Credit tab

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

 Use Credit when creating orders in backend

Enter a credit amount and click on the Gray Arrow button.

 Use Credit when creating orders in backend

Our module will auto-update and calculate the grand total of the order.

 Use Credit when creating orders in backend

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

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.

 Refund Orders into Credit Balance

After clicking on the Credit Memo button,

1) Enter enter the amount you want to refund into credit as above

2) 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.

 Refund Orders into Credit Balance

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

Settings

settings in store credit

Path: Store Credit > Settings > Magestore Extension tab > Store Credit

General Configuration Tab:

Path: Magento Extension > Store Credit

 settings in store credit

1) Enable Store Credit: to activate Store Credit on your site

2) Allow sending Credit: allow customers to send credit to their friends

3) Groups can use edit: allow only general/wholesaler/retailer or all customers able to use credits

Spend Credit On Tab

 settings in store credit

1) Apply Customer Credit: If you choose After tax, it means the Customer Credit Discount will be applied to order value including tax

2) Shipping fee: If you choose No, credit balance cannot be used to pay for Shipping Fee

 settings in store credit

Email Configuration Tab

1) Email template with credit code sent to recipients: default

2) Email template with verification code sent to credit sender: default

3) Email template notifying customers: default

4) Send-to-customer email template when recipient receives credit: default

 settings in store credit

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

1) Select start time for current year: choose Month, then Date

2) Select date for current month: choose Date

 settings in store credit

Style Configuration tab:

1) Background of Title: enter Hexadecimal code

2) Color of Title: enter Hexadecimal code or choose a color as above.

Gift Cards

Setting

Path: Marketing > Gift Card > Settings

To configure default configurations and settings of the module, please log in to backend screen, and then do the following stages as below:

settings in gift card

GENERAL

Gift code

1) Select “YES” in the dropdown list to enable Gift Card

2) Configure the pattern to auto-generate gift codes for Gift Card products when customers purchase in WebPOS frontend

3) Enter the number of prefix characters which are shown in a voucher code

4) Enter one letter to replace hidden characters

 settings in gift card

Gift Card Usage

1) Enter the term of validity that Gift Cards can be used after being activated.

2) Enter the maximum time(s) that allows users to enter gift code incorrectly.

3) Enter the maximum number of users per gift code.

4) Select “YES” to allow customer to apply gift card for shipping fee

5) Select “YES” to allow customers to use both Gift Card codes and Coupon codes at once.

6) Select “YES” to allow customers to check status of Gift Cards after entering Gift Codes, and vice versa.

7) Select “YES” to show the expiration date of Gift Cards on website, and vice versa.

 settings in gift card

Tax Configuration

Select:

1) After Tax: to allow applying Gift Card after the tax is applied

2) Before Tax: to allow applying Gift Card w/o tax

 settings in gift card

ON PRODUCT PAGE

Gift Card Value

1) Enter the default gift card value (follow the below instruction)

2) Enter the description of gift card value (follow the below instruction)

 settings in gift card

Gift Card Template

  • Select “YES” to allow customers to change the image inserted in the template

  • Limit the maximum size of images uploaded by customers to 500KB

Gift Card Shipping Information

  • Select “YES”: Gift card can be sent through the post office

  • After Customers order Gift Cards for friends and choose Send through post office option, Gift Cards will be sent to recipients within 5 days

  • Limit the maximum length of a custom message on Gift Card. Select “YES” to allow users to schedule gift card delivery date.

 settings in gift card

ON SHOPPING CART PAGE

1) Select “YES” to Enable a Gift Card box for customers to apply gift codes right on the shopping cart page.

2) Select the data to display on shopping cart page

3) Select “YES” to allow showing Gift Card printout preview as product image on shopping cart page

 settings in gift card

ON CHECKOUT PAGE

Select “YES” to show Gift Card box on the checkout page

 settings in gift card

EMAIL NOTIFICATION

General 1) Select “YES” to allow sending notification emails to customers and recipients

2) Select “Active”, only a gift card which is activated can be sent to a friend

3) Set the default sender of notification emails as General Contact

4) Select “YES” to allow sending a copy of gift card via email if customers choose to ship through post office.

 settings in gift card

Notification email sent to purchasers

1) Select the email template sent to purchasers after buying Gift Card successfully.

2) Select the email template sent to purchasers when recipients receive Gift Cards. Notification email sent to recipient

3) Select “YES” to allow email notification being sent to recipient when sender refunds Gift Card.

4) Select the email template sent to the gift card’s recipient.

5) Choose the email template sent to recipient when gift card is refunded.

6) Enable auto reminder email sent to Customers before Gift card expires

7) Enter the number of days to send notification to customers before the expiration date of a Gift card.

 settings in gift card

GIFT CARD PRINTOUT

Click “Choose File” to upload an image used as a logo when Gift Cards are printed or sent via email.

Manage Gift Card Templates
Add new template

Path: Marketing > Gift Card > Manage Gift Card Templates

 Manage Gift Card Templates

1) Click Add New Template

 Manage Gift Card Templates

On the popup screen

2) Enter the template’s name

3) Choose a design pattern in dropdown list (optional)

4) Enter notes or description about the gift card template (if any)

5) Choose text color

6) Choose link/ special text color

 Manage Gift Card Templates

7) Upload a background image.

8) Click “Save and Continue” or “Save

Preview Existing Template

Path: Marketing > Gift Card > Manage Gift Card Templates

 Preview Existing Template

Click “Preview” to see the gift card template

Edit and Delete Existing Template

Path: Marketing > Gift Card > Manage Gift Card Templates

 Edit and Delete Existing Template

1)Mark the template checkbox

2) Tab the action label, select “Delete” to remove templates.

3) Click “Edit” to update templates data

 Edit and Delete Existing Template

On the popup screen

4) Edit templates data

5) Click “Save” to finish

6) Additional guidance: Click “Delete” to remove template.

Generate Gift Codes

Path: Marketing > Gift Card > Generate Gift Code

 Generate Gift Codes

1) Click on “Add Gift Code Pattern” to create new pattern code

 Generate Gift Codes

On the popup screen

2) Enter the pattern name

3) Follow the example mentioned below and set a format for the gift code

4) Enter the Gift code value

5) Select a currency

6) Select an expiration date

7) Select a gift card template

 Generate Gift Codes

8) Enter the quantity of gift code issued

9) Select store views

10) Click on:

  • Save and Generate” to save and generate the gift code at the same time

  • Save” to finish

 Generate Gift Codes

A status “the pattern has been generated successfully” would be shown on the pop-up screen.

 Generate Gift Codes

11) A list a generated Gift Codes would be shown at the botton of the pop-up screen

Manage Gift Codes
Create a new Gift Code

Path: Marketing > Gift Card > Manage Gift Code

 Create a new Gift Code

1) Click on “Add Gift Code” to create a new gift code

Moreover, click on “Import Gift Codes” to import data from your device to the system.

 Create a new Gift Code

On the popup screen:

2) Follow the example mentioned below to set a format for the gift code

3) Enter the Gift code value

4) Select a currency

5) Select a gift code template

 Create a new Gift Code

6) Select “Active” to enable/ activate the gift code

7) Select an expiration date

8) Select store views

9) Write a comment (optional)

 Create a new Gift Code

 Create a new Gift Code

Scroll down, on the Message Information tab, click to expand: 1) Enter the sender ‘s name and email

2) Enter the recipient ‘s name and email

3) Enter the recipient ‘s Address

4) Enter the message to the recipient

 Create a new Gift Code

Finally, scroll up, tab the arrow on the right hand-side of “Save” button:

1) Select “Save & Send Email” to save and send Gift Codes via emails to both sender and recipient

2) Select “Save & Continue Edit” to finish.

Manage Gift Card History per customer

Path: Customers > All Customers

 Manage Gift Card History per customer

1) Click “Edit” to view an existing customer’s detailed information

 Manage Gift Card History per customer

On the popup screen:

2) Click on “Gift Card History” tab to view all transactions in which gift cards were applied

Apply Gift code when creating new orders

Path: Customers > All Customers

On Create New Order page, after selecting a customer and adding a product to an order, the system will show the Gift Card box, which allowing you to use Gift Card credit balance or Gift Card code(s) of the Customer to pay for this order. Select the method(s) as you want and then remember to click on Apply Gift Card button.

 Apply Gift code when creating new orders

1) Mark the check box to use gift card to checkout

2) Enter the Gift card code

3) Click on the arrow to apply the gift code

 Apply Gift code when creating new orders

Scroll down to view “Order Totals” label, then click on (4) “Submit Order” to finish.

Refund Orders into Gift Card Credit Balance

Path: Sales > Orders

 Refund Orders into Gift Card Credit Balance

1) On the dashboard screen of admin, click “Sales” > “Orders

 Refund Orders into Gift Card Credit Balance

2) Click “View

 Refund Orders into Gift Card Credit Balance

3) On the “Order View” tab, click on “Credit Memos**” to refund

 Refund Orders into Gift Card Credit Balance

4) Enter the number of money to refund to gift credit

5) Click on “Refund Offline” to finish.

History

Path: Marketing > Gift Card > Gift Code History

history in gift card module

On Gift Card History page, you will know when Gift Cards were created/ updated/ redeemed/ spent/ refunded and by whom as well as their values and status.

You can filter data with the above criteria to get more accurate reports. Information can be exported to .CSV or .XML files for your convenience.

User Guide For Ecommerce Staff

Validating orders and Store Pickup process

Validate orders

Check orders in store

To check online orders, you can refer to section Check orders in store - Validating Orders and Store Pickup part in Role for Ecommerce Manager above.

Process shipment for customers
Create shipment

Follow the steps in section Create shipment - Validating Orders and Store Pickup part in Role for Ecommerce Manager

To print packing slips, you can go to Print packing slips - Validating Orders and Store Pickup part in Role for Ecommerce Manager

Send confirm email to customers

Ecommerce staff can send confirm email to customers as ecommerce manager can do. (see section Send confirm email to customers - Validating Orders and Store Pickup part in Role for Ecommerce Manager to know more)

Request Transfer Stock from other warehouses

If the store where customers choose to pick up their orders doesn’t have enough stock to provide, it ‘s time to request stock from other warehouses. You can go to section Request Transfer Stock from other warehouses - Validating Orders and Store Pickup part in Role for Ecommerce Manager

Receive Transfer stock

Similarly, ecommerce staff can receive transfer stock by following the guidelines in section Receive Transfer stock - Validating Orders and Store Pickup part in Role for Ecommerce Manager.

Deliver orders in store

Find pickup-in-store order

Please go to section Find pickup in-store order - Validating Orders and Store Pickup part in Role for Ecommerce Manager to see how to do.

Ecommerce staff can print receipt and invoice similar as their manager ( see section Print invoice - Validating Orders and Store Pickup part in Role for Ecommerce Manager.

Running Loyalty programs

Reward Points

For Reward Points module, ecommerce staff will have several particular roles including using points at chekout and refunding orders by points as below.

Notice: All functions related to configuring rules of Reward points program and managing Customers ‘ points will be undertaken by Ecommerce managers (EM), except for EM setting up extra authority for their staff.

Use points when creating orders

There are 2 ways to use points at checkout.

• In backend of your webstore

• In Web POS in store.

Use points when creating orders in backend

You can refer to section Use points to create orders in backend - Reward Points part in Role for Ecommerce Manager to see how it works.

Use points when creating orders in Web POS
  • How to earn points

 How to earn points in web pos

1) Click on products wanted

2) Click on Check out

 How to earn points in web pos

The amount of points earned by customers will be shown below the substotal amount

 How to earn points in web pos

Choose the customer to receive the points by click on the symbol as in the image

 How to earn points in web pos

Click on the customers in the list or create new ones

  • How to use spending points

Path: Web POS screen > Orders > Checkout

After select customers and add products, Web POS users click on button to access the payment and shipment procurements.

 How to use spending points in web pos

1) Enter the number of spending points that customers would like to spend for their orders

2) Mark the Use Max points checkbox to spend the maximum number of points

3) Click Apply

 How to use spending points in web pos

On Checkout Page, the system will show a details summary of the order.

Spending points which were converted into $$$ for discount would be shown in the Use point field.

 How to use spending points in web pos

4) Click Place Order to finish.

  • How to manage Reward Points of customers

 How to manage Reward Points of customers in web pos

 How to manage Reward Points of customers in web pos

Click on the symbol highlighted as in the first image, then click on Customer List

 How to manage Reward Points of customers in web pos

Click on a customer to view the points left in that customer’s account.

Refund an Order into point balance

Customer can only refund their order into points balance when they spent their points to buy the products in the order via webstore. Thus, the process of refund into points balance is carried out in backend and not ready for Web POS at store.

As this authority of ecommerce staff is similar to that of ecommerce manager in this section, you can see section Refund an Order into point balance in backend - Reward points part in Role for Ecommerce Manager to know how it works.

Store Credit

For Store Credit module, ecommerce staff will have authorities including using credit at chekout and refunding orders by credit

Notice : All functions related to configuring rules of Store Credit program and managing customers ‘ credit will be undertaken by Ecommerce managers (EM), except for EM setting up extra authority for their staff.

Use Credit when creating orders

There are 2 ways to use points at checkout.

• In backend of your webstore

• In Web POS at store.

Use credit when creating orders in backend

Please see the detailed guidelines in section Use Credit to check out in backend - Store Credit part in Role for Ecommerce Manager to know how to do it.

Use credit when creating orders in Web POS

On Checkout page, after selecting a customer and adding a product to an order, the system will show Shipping and Payment session. After choosing shipment method, go to Payment session to choose the payment method as customers want.

To use credit to place new orders :

 Use credit when creating orders in Web POS

1) Enter the store credit in the blank. Tick Use max credit if a customers wants to spend all credit in their purse.

2) Click on “Apply

Then select a payment method (such as: Web POS Cash In) and view the pop-up screen

3) Click on “Place Order” to finish.

Refund Orders into Credit Balance

There are 2 ways to refund orders into Credit balance

• In backend of your webstore

• In Web POS at store.

Refund orders into Credit Balance in backend

Go to section **Refund Orders into Credit balance - Store Credit part in Role for Ecommerce Manager to know how it works.

Refund orders into Credit Balance in Web POS

Path: Orders > Orders History > Select an order to refund

 Refund orders into Credit Balance in Web POS

1) Click on “Refund

On the pop-up screen:

 Refund orders into Credit Balance in Web POS

2) Enter the number of money to refund into Store Credit balance

3) Click on “Submit Refund” to complete.

Gift Cards

Apply Gift cards Code / Credit balance when creating an order

There are 2 ways to apply gift code to create an order

• In backend of your webstore

• In Web POS at store.

Apply Gift codes when creating an order in backend

Go to section Apply Gift code when creating new orders - Gift Card part in Role for Ecommerce Manager .

Use Gift code to place order in Web POS

On Checkout page, after selecting a customer and adding a product to an order, the system will show the Gift Card box, which allowing you to use Gift Card credit balance or Gift Card code(s) of the Customer to pay for this order. Select the method(s) as you want and then remember to click on Apply Gift Card button.

To use Gift code to place a new order on Checkout Page (Web POS):

 Use Gift code to place order in Web POS

1) Enter the gift code in the blank

2) Click on “Apply

 Use Gift code to place order in Web POS

Then select a payment method (such as: Web POS Cash In)

3) Click on “Place Order” to finish.

Refund Orders into Gift Card credit balance

There are 2 ways to apply gift codes to refund orders into Gift Card credit balance • In backend of your webstore

• In Web POS at store.

Refund orders into Gift Card credit balance in backend

Go to section Refund orders into Gift Card Credit balance - Gift Card part in Role for Ecommerce Manager

Refund orders into Gift Card Credit balance in Web POS

Path: Orders > Orders History > Select an order to refund

 Refund Orders into Gift Card credit balance in web pos

1) Click on “Refund

On the pop-up screen:

 Refund Orders into Gift Card credit balance in web pos

2) Enter the number of money to refund to gift credit

3) Click on “Submit Refund” to complete.

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