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TABLE OF CONTENTS

Getting Started


Store credit is a great way to encourage customers to invest in your store and to keep them coming back and shopping in your space. This does not only apply to physical, in-store transactions. Store credit is also a convenient tool to utilize with your online space. This page is dedicated to instructing your store on how to add store credit to your customers' profiles.


Store credit is an excellent tool to incentivize continued patronage at your establishment. Remember that store credit is a great way to keep products and money flowing within your store space


In order to find your customers profiles and begin loading store credit, please follow these steps:


  1. From your BinderPOS Portal, select the Customers tab
  2. From the Customers tab, enter the customer's name in the Search customer bar
  3. Once you have found the customer, select the balance under the Store Credit column


Adjusting Store Credit

Once you have selected the customer's balance under the Store Credit column, you will see the option to edit and adjust the customer profile through the following categories:


  • Adjustment Type
  • Adjustment
  • Public Notes
  • Internal Notes


Adjustment Type

You will have the option to either Increase, Decrease, or Overwrite the customer's store credit. Below you will find brief descriptions of these three categories.


Increase

By selecting increase, the store credit amount you input will be added to the customer's total store credit.


Decrease

By selecting decrease, the store credit amount you input will be subtracted from the customer's total store credit.


Overwrite

By selecting overwrite, the store credit amount you input will replace the customer's total store credit.


Adjustment

This section, actually titled Enter how much you want to add to their store credit, is a simple text box allowing you to input the store credit value into. Please remember that the overall store credit will be changed according to the first category: Adjustment Type.


Public Notes

This section is for listing any needed notes about why the store credit sum has changed, under normal circumstances, such as from events or gift cards. This should not include standard transactions, as these will automatically be added into the system.


Internal Notes

This section is for listing any needed notes about why the store credit sum has changed, under extraordinary circumstances, such as transactions made outside of the system; an example of these kinds of circumstances may include transactions made through the POS while the internet is down. This should not include standard transactions, as these will automatically be added into the system.