storecredithistory.png

Store Credit History
M1

TOTAL:
$25.00

Compatibility

Magento Platform
Open Source (CE)
1.9.3

Tech Specifications

Current Version:
1.0.0
Type:
Stable Build
Updated:
28 January, 2019
Categories:
Extensions, Reporting & Analytics
Supported Browsers:
Chrome Linux: 42, 43, 44 Mac: 39, 44 Windows: 39, 40, 42, 43, 44 Firefox Linux: 31, 38, 39, 40, 41 Mac: 31, 38, 39, 40, 41 Windows: 31, 38, 39, 40, 41 Safari Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Edge Windows: 42
License Type:
Open Software License 3.0 (OSL-3.0)
Policy:

Overview

Allow merchants to maintain a complete history of store credit for all of their customers in one place and maintain the check and balance of their finances. 

Other Extensions by Folio3 Software Inc.

Overview

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Store Credit History is a tool that will help you to maintain a complete history of store credit of all your customers. It adds this feature to your website and makes it easy for you to keep an eye on your finances by maintaining the records of your store credit history. It also helps you to keep a check and balance on how much store credit is used, refunded or reverted. It keeps a track of how much store credit is assigned to whom. It also maintains the current balance of the store credit side by side. You can review the history as a grid view, or you can also export the information of your records in the form of CSV file. 

 

Features

  • Maintains a complete history of store credit of all customers in consolidated form.
  • Provides the ability to maintain finances.
  • Filter out the results and review the check and balances as per your desire.
  • The history can be viewed as
    • Grid View - Information of store credit history displayed on the screen.
    • CSV Export - Provides a simple report based on the specified date range and customer email (optional)

 

Specifications

The Store Credit History includes:

  • Customer ID: Unique ID of each customer
  • Action Time: The date and time when a particular action is executed against any store credit. 
  • Customer Email: Unique email of each customer
  • Store Credit Action: It shows the action that is being applied to a particular store credit at a time. The list of actions is as follows:
    • Created
    • Updated
    • Used
    • Refunded
    • Reverted
  • Store Credit Applied: It shows the exact amount of store credit used, updated etc.
  • Customer Balance:  It shows the current balance of each customer.
  • Description: It shows the details of the action that is being applied to store credit.  

 

Benefits

  1. It generates thorough and customized reports as you can consolidate critical details quickly.
  2. It improves accuracy as it does all your calculations for you, including current balance, how much store credit used, refunded, etc. 
  3. It provides a streamlined process as all relevant actions over store credit is notified, you can simply check the status of store credit and you will know exactly when this store credit is used etc. 
  4. It saves valuable time of a merchant as he can easily chase down the missing information related to store credit.
  5. It helps you to keep a close eye in case of any fraud and theft activity on store credit history.
  6. It also helps you to access the records immediately to clarify any issue that arises.
  7. It is convenient to use for people who are not tech experts.
  8. It will enhance the capability and productivity of the finance division.

 

Use case

Assuming that the fiscal year of the company is about to end and you want to execute an internal financial audit. So in order to transmit financial information to the accounting department, you need to gather it which also includes data related to store credit records. You need to ensure that all records are being stored properly. You can use this extension to help you manage and generate up-to-date reports on store credit records based on your requirements. This is one of the real-life scenarios in which our extension help you to organize your store credit history and tracks exactly who does what and when.

 

Examples

Here are some possible examples in which we can avail this extension:

  1. Consolidate a customized report as per your requirement: If your finance team need to get a thorough customized report, then it is nearly impossible for a staff member to look at each of the customer’s store credit history individually one at a time and then prepare a report. Therefore, by filtering out the results through our extension, a combined report can be generated easily and in less time.
  2. Helps to avoid discrepancies on store credits’ records: As our extension keeps timely and reliable information about store credit, so it helps the merchant to keep their accounting system in order and avoid any kind of discrepancy.

 

Comparison With Other Products

The Magento ® store credit default functionality only maintains the history of each customer individually. Whereas, the Store Credit History extension helps you to manage your finances efficiently by maintaining a complete history of store credit in a consolidated form. It saves the time and effort of the store merchants as they will be able to oversee all the records at one place instead of looking at individual records maintained in each customer profile.

 

Support 

For any pre or post-deployment support, please feel free to contact us at ecommerce@folio3.com 

Release Notes

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1.0.0:

  • Compatible with Open Source (CE) : 1.9.3
  • Stability: Stable Build
  • Description:

    A centralized admin panel to enable the Enterprise site owners to review their store credit logs and history.

    NOTE to Marketplace admin : The extension is only for enterprise version but since selecting it's version is not present in this form, we are submitting it by selecting the most recent CE version.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Q & A

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Reviews

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