Settings: Store Credits Guide

Introduction

In this article, you will learn how to use StoreHub’s Store Credits feature as part of your Customer Relationship Management efforts. Reward customers with Store Credits and retain their loyalty!

Note: Store Credits are only available in our Advanced and Pro plans.

Contents

i) How to Enable or Disable Store Credits
ii) How to Reward or Sell Store Credits

1. Assign Store Credits to Items

2. Allow Customers to Purchase Store Credits

3. Set Default Store Credit Earning

4. Refund Transactions Using Store Credits
iii) How to Redeem or Spend Store Credits
iv) How to Check Store Credit Balance

1. On the StoreHub App

2. In the BackOffice

3. Set SMS Notifications for Store Credits

i) How to Enable or Disable Store Credits

To begin using Store Credits, you'll need to enable them first:

Step 1.
Go to your BackOffice > Settings.

Step 2.
Click Account > Store Credit.

Step 3.
At 'Enable Store Credits', click the drop-down and select Yes or No.

ii) How to Reward or Sell Store Credits

Customers can be given Store Credits in different ways:

1. How to Assign Store Credits to Items

Step 1.
At your BackOffice, go to Products > Manage Products, and select your product.

Step 2.
Scroll to the Store Credit section, and specify how much store credit to reward for this product.

Step 3.
Click Save, and you’re done. Any time a customer purchases this item, they will be rewarded with credits. Remember to assign a customer to the transaction!

2. How to Allow Customers to Purchase Store Credits

Step 1.
From your BackOffice, go to Products > Add Products.

Step 2.
Fill in the details accordingly. For example, let’s name the product ‘50 Credits’, and give it a price of 50. Select ‘None’ for tax.

Step 3.
Scroll to the Store Credit section, and specify how much store credit to reward for this product. Following the example, let’s assign 50 credits to the item.

Step 4.
Click Save.

Step 5.
That’s it. Now whenever a customer wants to purchase / top up 50 Store Credits, you can select this item.

Tip: If you want to allow customers to purchase / top up any amount they wish to, set your product to 'By Unit', and select credits as the unit. Set the price as '1' per Credit. This way, each time you select this product on the POS, you can specify the amount for Store Credits.

3. How to Set Default Store Credit Earning

Here, you can specify how many Store Credits customers will earn by default.

To set the default Store Credit Earning:

Step 1.
From your BackOffice, go to Settings.

Step 2.
Click Account > Store Credit

Step 3.
At Default Store Credit Earning, enter a currency amount that rewards RM1.00 of Store Credit.

Example: If you specify RM20 = 1 Store Credit, every RM20 spent at your store would give your customers 1 Store Credit.

Note: The amount of Store Credits earned is based on the subtotal of a transaction. Therefore, service charge, tax, and discounts do not contribute to earning Store Credits.

4. How to Refund Transactions using Store Credits

When refunding transactions, you can choose to refund by Store Credit, and the customer will be able to purchase another item using the given credit.

iii) How to Redeem / Spend Store Credits

Note: The below steps to redeem/spend Store Credits apply for iOS Register (StoreHub POS app) only. For Android Register, please refer to the steps in this article.

When checking out a transaction, you can use Store Credits as the payment method. If your customer has insufficient store credits, you can split the payment and have them pay with Store Credits first, then with cash/card/other payment option.

iv) How to Check Store Credit Balance

There are multiple ways that you and your customer can find out the Store Credit balance in their account.

1. On the StoreHub App

Step 1.
Search and select a customer on the register, and tap the name to view more information.

Step 2.
The Store Credit balance of the customer is displayed at the bottom.

2. In the BackOffice

Step 1.
Go to Customers > Select a customer.

Step 2.
The Store Credit balance of the customer is displayed at the Purchase History section. On the same section, you should also see other information, including the amount of Store Credits spent.