Infor CSD - Use a Store Credit in CSD

1. Navigate to "OEET"

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

   

2. Select Customer

   Enter the account number for the customer order. This could be an existing customer, or a generic, cash sale account that has an available store credit. In this example, we will use an existing customer.

   

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 "Customer Account"

    Click "Customer Account" to use the store credit that is available on this particular customer account.

    

11. Click "Process Payment"

    Confirm the credit payment details and verify there is sufficient balance to cover the amount due. If there wasn'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.

    

12. Click "Finish"

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

    

13. Click "Finish"

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