Does anyone know what the Transactions tab is for in the Admin under Customer? I know you can add a transaction but is that an actual order or? There is not explanation of the proper use of it in the documentation. In fact it isn't mentioned at all? Only the basic customer info slots are shown in the docs.
Thought it would have come from actual orders and populated a transaction for each order but my test orders don't show and neither do any migrated orders/transactions from my cre site.
Any input would be welcome..
Thanks,
Carlos
this is store credit and if you add something here then when you checkout you will see an entry in the cart called 'store credit' and it will deduct the amount you just added from the order.
Last edited by grgr on Tue Aug 23, 2011 4:08 am, edited 1 time in total.
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Had me baffled for while too.
basically it is used for credit.
It is highly unlikely it will be used by most companies, but you can preload a customer with credit, rather than giving them a discount coupon or gift voucher.
Maybe you would like to give them something for being a loyal customer, or if you dont give refunds for returns you can give them credit to spend in store instead.
basically it is used for credit.
It is highly unlikely it will be used by most companies, but you can preload a customer with credit, rather than giving them a discount coupon or gift voucher.
Maybe you would like to give them something for being a loyal customer, or if you dont give refunds for returns you can give them credit to spend in store instead.
I was just looking this up as well, and I agree with the above. Under transactions I would expect to find a list of all payments and refunds. I'll be changing it to "Store Credit" or maybe "Account Balance"beachgeek wrote:Thanks for the answers, much appreciated...
Strange name for being a credit. Maybe it should be changed from "transactions" to "credit"? :-)
Just a silly thought though LOL
Thanks again,
Carlos
One thing i noticed with the "Transactions" Tab was the fact that you can not delete a credit entry.
I would assume you could do it through your database, but to make it simple i just created another transaction for a (-) negative amount.
Eg.
Transaction 1 = $10
Transaction 2 = -$10
Store Credit = $0.00
I would agree with the others, when i first saw the transaction tab i wasn't clear on what it was. I assumed it was meant to show you what customers have purchased under that account.
I would assume you could do it through your database, but to make it simple i just created another transaction for a (-) negative amount.
Eg.
Transaction 1 = $10
Transaction 2 = -$10
Store Credit = $0.00
I would agree with the others, when i first saw the transaction tab i wasn't clear on what it was. I assumed it was meant to show you what customers have purchased under that account.
This module appears to be "broken by design" and it will be nice to have it working properly. I see all the parts to assign a transaction to an order, but to POST the actual order_id part is missing from the form, so the "transaction" is an orphan in the sense that it always gets assigned as order_id = 0, (hard coded), hence it becomes a Store Credit, for use on the ? next purchase ?
As it is, there's no way to assign a payment to a specific order, something very normal in standard business procedures, and intuitively it's what this module is for! I want to "put paid" to an order so it can be Completed.
Please, someone point me in a good direction for info on fixing this code - I have made several attempts but am missing something on how the system parts interact.
As it is, there's no way to assign a payment to a specific order, something very normal in standard business procedures, and intuitively it's what this module is for! I want to "put paid" to an order so it can be Completed.
Please, someone point me in a good direction for info on fixing this code - I have made several attempts but am missing something on how the system parts interact.
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It is automatically deducted from the customers next order, so no, it is not assignable to an existing order. I use it to give customers a credit for an item on their order that is backordered, etc. and works very well imo. It encourages a customer to be a repeat customer.
Assigning it to an existing order wouldn't actually make sense for my (perhaps most?) use since the customer usually pays for the order when they place it. So you wouldn't be giving them store credit, you'd be giving them a partial refund.
I do agree that tab should be renamed and there should be a way to delete them (I had to go into the database to delete one I accidentally duplicated).
Assigning it to an existing order wouldn't actually make sense for my (perhaps most?) use since the customer usually pays for the order when they place it. So you wouldn't be giving them store credit, you'd be giving them a partial refund.
I do agree that tab should be renamed and there should be a way to delete them (I had to go into the database to delete one I accidentally duplicated).
Running Opencart v3.0.3.9 with multi-stores and the default template from https://www.labeshops.com which has links to all my stores.
I added credit and it is showing up in the transactions tab but when I make a purchase it doesn't use the credit from transactions. Am I missing something? 
So I am about to issue my first Store Credit to a customer. I wanted to test it first to make sure it is working properly.
So I logged into the Admin, found my test account in the customer list, clicked on Transactions, and added a $10 credit. I then opened a new browser, logged in with my test account, and made a purchase. I got all the way to the final step, and it was not showing the credit being applied to my purchase. I then clicked the Confirm order button and got redirected to Paypal, and it still on Paypal was showing the entire order total, without subtracting away the credit.
Anyone know why this might not be working?
So I logged into the Admin, found my test account in the customer list, clicked on Transactions, and added a $10 credit. I then opened a new browser, logged in with my test account, and made a purchase. I got all the way to the final step, and it was not showing the credit being applied to my purchase. I then clicked the Confirm order button and got redirected to Paypal, and it still on Paypal was showing the entire order total, without subtracting away the credit.
Anyone know why this might not be working?
Did you enable store credit in settings > sales > order totals?
Running Opencart v3.0.3.9 with multi-stores and the default template from https://www.labeshops.com which has links to all my stores.
Where is that located?
When I log into Administration, the top tabs are Dashboard, Catalog, Extensions, Sales, System, Reports, Help.
I clicked on System->Settings, and the I clicked Edit on our main store. I do not see a section for Sales under our Store's settings.
Sorry if I am overlooking something obvious.
When I log into Administration, the top tabs are Dashboard, Catalog, Extensions, Sales, System, Reports, Help.
I clicked on System->Settings, and the I clicked Edit on our main store. I do not see a section for Sales under our Store's settings.
Sorry if I am overlooking something obvious.
Ahh, found it, Extensions->Order Totals->Store Credit.
Thank you so much, that took care of it!
Thank you so much, that took care of it!
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