Settings: Store Credits Guide

Introduction

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.

In this article, you will learn:

1. How to Enable or Disable Store Credits
2. How to Reward or Sell Store Credits
3. How to Redeem or Spend Store Credits
4. How to Check Store Credit Balance

1. 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 > Scroll to the bottom of the page.

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

2. How to Reward or Sell Store Credits

Customers can be given Store Credits in different ways:

2a. Assign Store Credits to items

2b. Allow customers to purchase Store Credits

2c. Set default Store Credit earning

2d. Refund transactions using Store Credits

2a. 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!

2b. 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.

2c: 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 > Scroll to the bottom of the page.

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

Example: If you specify RM100 = 1 Store Credit, every RM100 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.

2d: 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.

3. How to Redeem / Spend Store Credits

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.

4. 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:

4a. On the StoreHub app

4b. In the BackOffice

4c. Send an SMS notification to your customer when they earn store credit(s)

4a. 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.

4b. 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.