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Store credit

Hi, At the moment in order for us to print a store credit we have 2 options (That don't really work for us)

Option one: enter the times at the register, then click Tender > store credit > receipt will print

However when we try to use this store credit for future purcases that are anything less then the exact amount we get an error message that we can't use it.

Option two: First sell a Credit Voucher from the DB, and enter the exact amount. Omce you have the voucher number, scan the itmes you want to give store credit for select tenser >> store Credit > enter voucher number and print the store credit receipt.

However ths process takes so long and too many steps that it takes a long time.

I am looking for a scenario where the system will auto generate a voucher number for specific return transaction If I enter the amount for store credit (By scanning items or entering them manually) then click Tender > store credit > the system in the backend will use the next available store credit voucher number and assign the amount to it, then print the store credit receipt and track the balance on the receipt.

(i.e. Customer return 3 items = to $100 we issue a store credit and when they come back again and purchase an item for $35 and use their store credit their balance now would be $65 for any future purchases)

This is what I got from Microsofy support:

Thank you for contacting Microsoft DYnamics - RMS. This is Peter and I will be assisting you with your issue.

SCOPE:

You wanted to have this scenario when a customer returns an item.

  1. When an item is returned, you want to enter the returned item as a Store Credit tender and create a voucher for the returned item.
  2. On the receipt, you wanted the amount of an item returned and the voucher number that will serve as a reference for the amount that was returned.
  3. If the customer wanted to use the credits on the voucher, you wanted to enter the voucher number then it will deduct the amount on it.

ENVIRONMENT/OBJECTIVE:

Product Line: Microsoft Retail Management Topic: Store Operations Version: 2.0 Application Language: English (US)

ASSESSMENT:

I tried to create the scenario that you wanted to happen but unfortunately I was unsuccessful with it.

Listed are the reasons why I can?t create the issue:

  1. In order for a customer to have a Store credits, his/her information should be added to your database.
  2. If you are going to tender the returned item in the Store Credit tender, a message will appear that it will require you to add customer information.
  3. You can purchase a voucher and enter the amount but the system cannot auto generate a voucher number for specific return transaction.

PLAN:

I will leave this case to soft close until October 19, 2007.

Please help Thanks, guy

Reply to
guylevy
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Hi Guy - there's two approaches to doing "store credit" with RMS: Giving a voucher (ie gift certificate) on the return (no customer required) or giving credit on account on the return (customer required) - the second option is a little more "convoluted"....

If you're already working with vouchers (you've set up your "gift certificate" voucher item, enabled ability to create/issue vouchers at POS, and have set up your voucher tender type) do this as an exchange

- customer returns items - scan them on a sales receipt but change their quantities to a negative (use the negative key above the "P" on the keyboard, not on the number pad as it gets a little funky with the number pad)

- as soon as you've changed all the returned items to negative, look at the grand total as this is the amount you need to add to the gift voucher

- list the gift voucher on the transaction but DO NOT change the quantity to a negative, leave it positive -on prompt, enter the value you are loading on that gift voucher, it must be the same as the total cogs plus tax that the customer is owed

- go to f12 tender - net transaction is zero so no monies are due - click OK you're done. RMS will keep charge of the voucher balance.

If you want to work with Store Account, you need to set this up as a tender type, type set to "account", and you probably also want to create account types for your customers - create one called "retail" in case down the road you want to give terms to other customers, you can then create a "net 30" acct type, or "net 60" Use security to limit who can change account types, change credit limits, etc. This approach works by issuing a store credit as a negative balance, meaning its money you owe the customer. Assign customer on transaction, do the return, on tender, hit the plus sign on the Store Account tender to load the return value into the customers acct balance which will go to negative. As long as a customers credit limit is zero, they can only "charge" up to the amount of the store account balance, then when this reaches zero, you'll get an error message if they try to charge a purchase.

H> Hi,

Reply to
convoluted

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