Magento 2 is one of the most popular ecommerce platforms in the world, and it offers a wide range of features that can help online store owners to manage their business effectively. One of the most important features that Magento 2 offers is the ability to manage customer credits. Customer credits can be used to offer discounts, refunds, or store credit to customers. In this article, we will take a look at how to manage customer credits in Magento 2.
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What is Customer Credits in Magento 2?
Customer credits are a form of virtual currency that can be used by customers to purchase products or services from your online store. Customer credits can be earned in a variety of ways, such as through loyalty programs, referrals, or product reviews. Customer credits can also be given to customers as a form of refund or compensation.
Enabling Customer Credits in Magento 2
Before you can start managing customer credits in Magento 2, you need to make sure that the feature is enabled on your online store. To enable customer credits, follow these steps:
- Log in to your Magento 2 admin panel.
- Click on Stores > Configuration.
- In the left-hand menu, click on Customers > Customer Configuration.
- Expand the ‘Store Credit’ section.
- Set ‘Enabled’ to ‘Yes.’
Managing Customer Credits in Magento 2
Once customer credits are enabled, you can start managing them in Magento 2. Here are some of the things that you can do:
Add Customer Credits
To add customer credits, follow these steps:
- Log in to your Magento 2 admin panel.
- Click on Customers > All Customers.
- Find the customer that you want to add credits to and click on their name.
- Scroll down to the ‘Store Credit Information’ section.
- Click ‘Add Store Credit.’
You can then enter the amount of credits that you want to add and provide any relevant notes about the transaction.
Deduct Customer Credits
To deduct customer credits, follow these steps:
- Log in to your Magento 2 admin panel.
- Click on Customers > All Customers.
- Find the customer that you want to deduct credits from and click on their name.
- Scroll down to the ‘Store Credit Information’ section.
- Click ‘Subtract Store Credit.’
You can then enter the amount of credits that you want to deduct and provide any relevant notes about the transaction.
Refunding Orders with Customer Credits
If a customer has used customer credits to purchase an order and they want to request a refund, you can offer them a refund in the form of customer credits. To do this, follow these steps:
- Log in to your Magento 2 admin panel.
- Click on Sales > Orders.
- Find the order that the customer wants to return and click on it.
- Click on the ‘Credit Memo’ button.
- In the ‘Refund Totals’ section, select ‘Refund to Store Credit.’
The customer will then receive the refunded amount in the form of customer credits.
Conclusion
Managing customer credits in Magento 2 can be a powerful way to offer discounts, refunds, or store credit to your customers. By enabling and managing customer credits on your online store, you can improve customer loyalty, satisfaction, and sales. If you need help setting up or managing customer credits in Magento 2, consider working with a Magento 2 expert or consulting Magento 2 documentation for more information.