Store credit in DecoNetwork allows you to provide customers with account-based credit that they can use for future purchases. Whether credits are issued as refunds, promotions, or order adjustments, it’s essential to track available store credit for each customer. In Business Hub, you can quickly view a customer’s available store credit directly from the Customer List, making it easy to manage and reference balances at a glance.
This tutorial will guide you through the steps to locate and view any available store credit for customers in the Customer List within Business Hub.
Prerequisites
- You must have Administrator and/or Sales Manager permission to use this feature.
In this article...
- To view available store credit in Customers List
- To view available store credit for an individual customer
To view available store credit in Customers List:
- Log into your DecoNetwork website.
- Browse to Business Hub > Customers.
The main work area shows a list of all your existing customers.
- Click on the gear icon in the last cell of the header row.
The table of Customer fields is displayed.
- Tick the Available Store Credit checkbox.
- Click OK.
The Available Store Credit column will be shown in the Customers List.
To view available store credit for an individual customer:
- Log into your DecoNetwork website.
- Browse to Business Hub > Customers.
The main work area shows a list of all your existing customers.
Active customers are shown by default. You can choose to view deleted customers or spam customers by clicking on the Deleted or Spam tabs at the top left of the table respectively.
- Click view to open a customer account you want to edit.
The customer record page will be displayed.
- Check the Store Credit amount/. in the Account Details section.
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