InforCSD - Use a Store Credit in CSD (Cash Customer)

1. Navigate to "OEET"

   You can apply a store credit to a cash sale order in CloudSuite Distribution (CSD), by first navigating to the order entry screen and entering a sales order.

   

2. Select Cash Account

   Select the cash sale account for the order.

   

3. Click "Next"

   Then, click "Next".

   

4. Add Product

   Add a product to the order.

   

5. Click "Add"

   Then, click "Add".

   

6. Click "Collect Payment"

   Next, click the "Collect Payment" button.

   

7. Choose "Store Credit"

   Confirm the total amount due, and then from the "Process Payment" section, choose "Store Credit" in the "Payment" dropdown.

   

8. Click "One Time Sale"

   Then, click "One Time Sale".

   

9. Click "OK"

   Next, click "OK".

   

10. Click "Email Address"

    Since we are using a generic cash sale account, we will choose "Email Address" to use a store credit issued to an email address and not an existing customer.

    

11. Click "CONTINUE"

    Enter the email address used when the store credit was issued. Then, click "Continue".

    

12. Click "Process Payment"

    Confirm the credit payment details and verify there is sufficient balance to cover the amount due. If there isn't, you would apply the credit and CSD would allow for a second method of payment for the balance. Next, click "Process Payment" to execute the transaction.

    

13. Click "Finish"

    You can print the receipt, then click "Finish" to finalize the payment.

    

14. Click "Finish"

    Finally, click "Finish" to complete the order entry process and save all transaction details.