Store Credit is used more on the
Point-of-Sale side of Shopify when customers are purchasing their items in
store. It can be set up as a payment option and customers can spend however
much they have in their account balance in Aravenda.
Store
Credit at Point-of-Sale
To set up store credit within the
point of sale side of your Shopify, follow these instructions:
- From
Shopify POS, tap ≡ > Settings > Payment settings.
- Under
Custom Payment Types, tap Add custom payment type.
- Type
a payment type name into the box (ie. In Store Credit), and tap Save.
- If the "In Store Credit" option is already there, you
can simply select it
- Tap
the toggle to activate or deactivate the custom payment type and you
should be able to use the "In Store Credit" option at
checkout.
Once you check out a customer you
can add them as a customer to the order in the "Add Customer" tile
and they will be able to use store credit that they have in their account on
Aravenda. If you are unable to find your consignor's Shopify customer account when you are adding them in as a customer during checkout, then there could be an issue within their account that is not allowing them to sync their profile information from Aravenda to Shopify.
- This is mostly due to a mismatch with the email address, phone number, or name of the Consignor, one side could have the incorrect data within them. In this case, all that would need to be done is just correct the Shopify customer account to make it reflect the correct informtaion that is on Aravenda so it will sync with the correct customer/consignor account.
This article on Shopify's help
center can provide more information on how to do so:
Store
Credit Online
If you'd like your customers to have
the option to use store credit when they are shopping online, then you would
need to issue them a Gift Card for them to use and the funds would need to be
taken out of their Aravenda account balance. To issue them a gift card, you can
do so through the following instructions:
- Go
to Products > Gift cards > Issue gift card in the Shopify admin
menu.
- Type
in the value of the gift card.
- In
Find or create a customer, type in the customer’s email address.
- (Optional)
Go to the Set expiration date section and set an expiry date.
- Click
Save and the gift card will be sent to the customer.
You will additionally need to make
sure this store credit amount is taken out of the customers Aravenda account if
they are a consignor and they already have an account balance. You can do so by
the following steps:
- From
your Aravenda account, navigate to the Consignors tab
- Search
for the consignor/customer and select the Actions button
- Select
the View Details option and navigate to the Account Summary tab
- Select
the Adjust Credit button, enter the the store credit value you would like
to withdraw from their account in the Value field (Ex. $-25 - This will
subtract 25 dollars from their account) and select Apply
- Write a note as to what the credit adjustment to their
account is for, you may put that it is being subtracted for an
"Online Store Gift Card"
- Their
account balance will then reflect the amount that was taken out of their
account for the gift card and your customer/consignor will then be able to
use their gift card online using their account balance.
Additionally, if they are not a
consignor on Aravenda and do not have an account balance, then they would need
to purchase a gift card from your website that you would need to set up.
Shopify has an article on how to do so and you can look more into this here:
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