Product Documentation
Product Documentation
The Store Credits feature in Cloud Suite Distribution helps businesses manage customer store credits by integrating with Kodaris payment processing. This solves the common problem of tracking returns and refunds while maintaining accurate financial records for different types of customers.
Setup involves three basic steps: configuring Kodaris as a payment processor, creating a store credit payment type, and setting up a general ledger account to track store credit balances. Once configured, the system handles two types of customers differently. Regular account customers have store credits tied directly to their accounts, while cash customers use email addresses as identifiers since they don't have established accounts.
Issuing store credits follows the normal return process in CSD. Users process returns through order entry, then select store credit as the payment method during the collect payment step. The system can associate the credit with either the customer account or an email address, depending on the customer type.
When customers want to use their store credits, the process works through regular order entry and payment collection. The system shows available balances and allows customers to use the full credit amount or just a portion. If the store credit doesn't cover the entire purchase, customers can use a second payment method for the balance.
The Kodaris integration provides reporting through the Operations Portal. The Accounts Receivable screen shows individual store credit transactions, separating credit creation from credit usage. The Financial Accounts screen gives a complete overview of all store credit balances across the business. Both screens allow data export for further analysis.
This solution benefits businesses by automatically tracking store credit balances in real-time, maintaining accurate financial records, and providing flexibility to serve both regular customers and walk-in buyers through one system. The integration eliminates manual tracking while giving businesses clear visibility into their store credit program performance and outstanding liability.
Setting up store credit functionality in CloudSuite Distribution requires three essential configuration steps to integrate with Kodaris payment processing capabilities. The setup involves configuring a dedicated Credit Card Processor specifically for use with store credits using the Kodaris processor type, creating a corresponding Payment Type that users can easily identify during order entry, and establishing proper general ledger accounts to track store credit liabilities. With Kodaris' integrated approach, this configuration ensures accurate financial tracking and provides real-time visibility into store credit balances across both systems.
Issuing a store credit in Cloud Suite Distribution leverages Kodaris' integrated payment processing to provide flexible refund options for both account customers and walk-in consumers. The process utilizes CSD's standard return merchandise workflow while incorporating Kodaris' payment processing capabilities to generate trackable store credits. These credits can be associated with existing customer accounts or unique email addresses for non-account customers, providing comprehensive coverage maintaining detailed transaction records in both systems.
Redeeming store credits in Cloud Suite Distribution provides customers with flexible payment options while leveraging Kodaris' real-time balance verification and processing capabilities. This functionality seamlessly integrates into CSD's standard order entry process, allowing customers to apply their available store credit balances toward new purchases. The system supports partial payments using store credits combined with other payment methods, ensuring customers can utilize their full credit value regardless of purchase amount. Kodaris' integrated platform ensures immediate balance updates and maintains accurate liability tracking in the general ledger, providing real-time visibility into store credit utilization across all transactions.
Managing store credits for non-account customers demonstrates Kodaris' flexibility in handling returns processing for cash sale customers. This capability addresses the common challenge of providing store credit functionality to walk-in customers who don't maintain formal accounts with the business. The system uses email addresses as unique identifiers, creating a seamless experience for consumers while maintaining detailed transaction records in the Kodaris Operations Portal. This approach enables businesses to offer modern payment convenience to all customers while ensuring proper tracking and reconciliation of store credit liabilities across all transaction types.
The Kodaris Operations Portal provides comprehensive visibility into store credit accounts and transaction details. This centralized view consolidates all store credit information regardless of whether credits are associated with customer accounts or email-based consumer profiles. The portal's financial accounts section offers detailed transaction histories, current balances, and reserved amounts, enabling users to quickly access customer information and resolve inquiries. Kodaris' integrated platform ensures that all store credit activity from CSD is immediately reflected in the portal, providing real-time accuracy for customer service operations and account management activities.
The Accounts Receivable reporting functionality in Kodaris Operations Portal delivers comprehensive transaction-level visibility for all store credit activities, enabling detailed analysis and reconciliation of credit-related transactions. This reporting capability distinguishes between different transaction types, specifically web refund transactions for issued store credits and company payment transactions for redeemed credits, providing clear audit trails for financial analysis. The system's filtering and export capabilities allow businesses to generate customized reports based on date ranges, customer accounts, and transaction types. Kodaris' integrated approach ensures that all CSD store credit transactions are properly categorized and available for detailed reporting, supporting both operational oversight and financial reconciliation requirements.
Financial Accounts reporting in Kodaris Operations Portal provides a global overview of all store credit financial data with customizable views and comprehensive export capabilities for detailed analysis and reconciliation. This reporting function offers flexibility in data presentation through configurable columns, allowing users to include specific information such as reserved balances, account details, and transaction summaries based on their reporting needs. The system supports multiple export formats including CSV and JSON, accommodating various data analysis and integration requirements. Kodaris' unified platform ensures that financial account data reflects real-time store credit positions, providing accurate information for financial reporting.