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The “Store Credit” menu allows us to create and manage “Store Credits” and “Store Gift Cards”. Credits can be created for “Rewards”, “Gifts”, or as “Appeasements”. Shoppers can have Credits applied directly to their accounts, and then enter the “Codes” during checkout. They can also mix-and-match these Credits and choose specific amounts from each, combining them with other Payment Options or Credits.Important Note: The “Store Gift Cards” referenced in this video are different from “Gateway Gift Cards”. “Store Gift Cards” can only be used at the merchant that they originate from and function similarly to Store Credit. “Gateway Gift Cards” are created and managed from a Payment Gateway and are not tied to a particular merchant. The store credit menu allows us to create and manage store credits and store gift cards. Credits can be created for rewards gifts, or as appeasement. Shoppers can have credits applied directly to their accounts and then enter the codes during checkout. They can also mix and match these credits and choose specific amounts from each. Combining them with other payment options or credits. Important note, the store gift cards referenced in this video are different from Gateway gift cards. Store. Gift cards. Can only be used at the merchants that they originated from and function. Similarly, to store credit Gateway, gift cards are created and managed from a payment Gateway, and are not tied to a particular Merchant. To navigate to the “Store Credit” menu page, in the left menu, on the “MAIN” tab, click “Customers”, then click “Store Credit”. To navigate to the “Store Credit” menu page, in the left menu, on the “MAIN” tab, click “Customers”, then click “Store Credit”. This is the “Store Credits” menu page. Any existing “Store Credits” and “Gift Cards” will be listed here. We’ll discuss each section. This is the “Store Credits” menu page. Any existing “Store Credits” and “Gift Cards” will be listed here. We’ll discuss each section. We can use the Search and Advanced Filtering bar at the top of the page to find specific Credits. We can use the Search and Advanced Filtering bar at the top of the page to find specific Credits. The menu displays a “Quick Look” view of existing Credits so users can see the Credits “Code”, “Type”, the original “Issued Amount” as well as the “Current Balance”, “Activation” and “Expiration Dates, if applicable, and the “Customer” Account the credit has been applied to, if configured. The menu displays a “Quick Look” view of existing Credits so users can see the Credits “Code”, “Type”, the original “Issued Amount” as well as the “Current Balance”, “Activation” and “Expiration Dates, if applicable, and the “Customer” Account the credit has been applied to, if configured. Clicking the “Ellipses” on the far right of a Credit allows us to “Edit” or “Delete” the Credit, or navigate to the related “Customer Account”, if applicable. Clicking the “Ellipses” on the far right of a Credit allows us to “Edit” or “Delete” the Credit, or navigate to the related “Customer Account”, if applicable. To create a new Store Credit or system-generated Gift Card, click the “Create New Store Credit” button on the top right. To create a new Store Credit or system-generated Gift Card, click the “Create New Store Credit” button on the top right. This is the “Create New Store Credit” configuration page. We’ll discuss each section. All required fields are noted with a green “star”. This is the “Create New Store Credit” configuration page. We’ll discuss each section. All required fields are noted with a green “star”. First, we need to select the “Credit Type”. In the KIBO platform, “Store Credit” and “Gift Card” work exactly the same. They’re credits customers can apply to future purchases; the name only reflects the context in which they’re issued. Configuration for each is exactly the same. First, we need to select the “Credit Type”. In the KIBO platform, “Store Credit” and “Gift Card” work exactly the same. They’re credits customers can apply to future purchases; the name only reflects the context in which they’re issued. Configuration for each is exactly the same. Next, we can optionally enter a “Code” for the shopper to use for the Credit redemption, or we can leave it blank and the system will generate one. Next, we can optionally enter a “Code” for the shopper to use for the Credit redemption, or we can leave it blank and the system will generate one. We can enter optional “Activation” and “Expiration Dates” for the Credit. If we don’t enter an “Activation Date”, the system will use the Date the Credit was created by default. If we don’t enter an “Expiration Date”, by default the Credit will expire 364 days after it was issued. We can enter optional “Activation” and “Expiration Dates” for the Credit. If we don’t enter an “Activation Date”, the system will use the Date the Credit was created by default. If we don’t enter an “Expiration Date”, by default the Credit will expire 364 days after it was issued. Next, we’ll enter the required “Amount” of the Credit. Next, we’ll enter the required “Amount” of the Credit. Finally, we can optionally add a registered “Customer Account” from the tenant, and the system will automatically add it to the shoppers account for use. Finally, we can optionally add a registered “Customer Account” from the tenant, and the system will automatically add it to the shoppers account for use. When we have configured all necessary fields of the “New Store Credit”, we’ll click the “Save” button on the top right. When we have configured all necessary fields of the “New Store Credit”, we’ll click the “Save” button on the top right. The new Credit is then added to the Store Credits menu page. We can then send the Credit information such as the “Code”, “Amount”, and “Expiration Date” to the shopper, if applicable. The new Credit is then added to the Store Credits menu page. We can then send the Credit information such as the “Code”, “Amount”, and “Expiration Date” to the shopper, if applicable. If we applied the Credit directly to a shoppers account, we can navigate to their Account Details page and see the Credit in the “Gift Card & Store Credits” section. If we applied the Credit directly to a shoppers account, we can navigate to their Account Details page and see the Credit in the “Gift Card & Store Credits” section.

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Store Credit and Gift Cards

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