Online Store Credit

An online store credit (cannot be used in store) can be provided to customers in two scenarios, listed below.

For both scenarios the store credit is considered to be "cash" or "credit card payment", therefore there is a need to balance the stock and sales entries when using store credit. When entering in an order into RSA that has store credit applied to it do not discount this line, it is to be treated the same as a credit card payment.

NOTE: store credit can only be added to a customers account if they have created an account when placing the order. By default all customers have an account automatically created for them once they place an order. If for some reason there is no account and no online store credit can be applied then then a manual voucher needs to be created.

Store credit can only be used online, it cannot be used in our Sydney store.

Scenario 1: Customer Cancels An Order

1. Cancel the order in Big Commerce OR the Beer Club app if it is a subscription order.

2. Add a Staff Note to the order stating that the order has been cancelled and reason for cancellation.

3. Add a Staff Note to the customers account stating which order was cancelled and value of store credit applied.

4. Go to the customers account and add the balance of the order as store credit.

5. In RSA return the order so that the stock and sales figures balance.

6. Email the customers notifying them the store credit has been applied to their account.

Scenario 2: Customer has a damaged item in their order and we do not have replacement stock to send them

1. Let customers know we do not have replacement stock and that a credit will be applied to their online account which can be used for a future online order.

2. Add a Staff Note to the order about the damaged item and amount that will be added as store credit

3. Add a Staff Note to the customers account stating which order was cancelled and value of store credit applied.

4. Go to the customers account and add the amount of the damaged item as store credit. If it is a $7.50 item then apply credit for $10, if $17.50 item apply $20 credit etc. This is to add a bit on top for the inconvenience of not being able to have the item they ordered.

5. In RSA return the order so that the stock and sales figures balance. NOTE: when returning the item this will put stock "back into" the system therefore showing that stock is available again when it is not. Ensure you manually zero out any stock after the return has been processed.

6. Email the customers notifying them the store credit has been applied to their account.