Merchants can create promotional campaigns with discount incentives to maximize their sales and profit. You can use "Store Credits" and allow your members to use the credits when they are shopping in your store.
In this article, you'll find:
- Enable store credits
- Ways for customers to receive store credits
- Mechanism of applying store credits to orders
- Customers' checkout page on the storefront
- Viewing store credits at the storefront
1. Enable store credits
In the SHOPLINE Admin, go to [Customer Management] > [Store Credits], and switch on the toggle for "Store Credits Toggle".
Scroll down to the bottom and click Update to save the changes.
If you would like to disable the "Store Credits Toggle", the window (shown below) will pop up. Click Disable to switch off the toggle.
2. Ways for customers to receive store credits
Store credits can be auto-assigned through the system or manually by merchants.
i. Credits assigned automatically
A. Online store membership management:
B. Specific operations/ tasks
Please refer to the links above for further details.
ii. Manually add/ remove store credits for store members
A. Adding/ deducting store credits for a single member
Go to Admin > [Customer Management] > [Customer] and click View.
On the customer info page, find the "Store Credits" section. Click Assign Credits to add credits to this specific customer.
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Click the image to view in full-screen |
Credits to be added or deducted | To add credits, enter the number directly; to deduct credits, add a "-" sign in front of the number (e.g., 5/-5). |
Expiry date |
Enter a validity period or select "Never expires".
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[Coming Soon] Specific Expiry Date If you select "Specific Expiry Date", the store credit will expire at 23:59 on your designated expiration date. Fixed Days If you select "Fixed Days", the store credit will expire at the set number of days after it is issued. For example, if you set 7 days, it will expire at 23:59 on the 7th day after the issuance date. Never Expires The store credit will never expire. | ||
| Reasons for adding or deducting credits | Provide a reason for this credit adjustment within 50 characters. | |
| Send notifications |
Send email Send SMS Preview |
*Notes:
- Store credit expiration times are based on the (GMT+8) time zone.
- Once store credit is added or deducted, you cannot delete or edit the record. Customers can view these records, along with the reason for the change, in the [Member Center] > [Store Credit]. Please double-check your entries before clicking Save.
- The system does not support sending store credit deduction notifications to customers.
- Sending SMS notifications will incur a monthly fee. Each SMS is limited to 160 half-width characters (e.g., English) or 70 full-width characters (e.g., Traditional Chinese), including default system text. Messages exceeding this limit will be split and billed as multiple messages.
B. Adding store credits for multiple customers (Bulk credit deduction is currently unsupported)
Go to [Customer Management] > [Customers], check the boxes next to the customers to whom you wish to assign credits, click open the Bulk actions drop-down menu, and select Add credits.
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Click the image to view in full-screen |
Credits to be added or deducted | Please directly input a number (e.g., 5). |
Expiry date |
Enter a validity period or select "Never expires".
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|
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[Coming Soon] Specific Expiry Date If you select "Specific Expiry Date", the store credit will expire at 23:59 on your designated expiration date. Fixed Days If you select "Fixed Days", the store credit will expire at the set number of days after it is issued. For example, if you set 7 days, it will expire at 23:59 on the 7th day after the issuance date. Never Expires The store credit will never expire. | ||
| Reasons for adding or deducting credits | Provide a reason for this credit adjustment within 50 characters. | |
| Send notifications |
Send email Send SMS Preview |
*Notes:
- The system will begin deducting expired store credit at 23:59 on your designated expiration date.
- When deducting store credit, the system automatically prioritizes credit with the earliest expiration date. Store credit expiration times are based on the (GMT+8) time zone.
- Sending SMS notifications will incur a monthly fee. Each SMS is limited to 160 half-width characters (e.g., English) or 70 full-width characters (e.g., Traditional Chinese), including default system text. Messages exceeding this limit will be split and billed as multiple messages.
C. Bulk assign credits for Customer Group
Go to [Customer Management] > [Customer Group], click on Create group or View List, and set the conditions to filter customers for bulk addition of store credits. For detailed setup steps, please refer to Create Customer Group.
Click the Actions drop-down menu of the customer group and select Add Credits.
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Click the image to view in full-screen |
Credits to be added or deducted | Please directly input a number (e.g., 5). |
| Expiry date |
Enter a validity period or select "Never expires".
|
|
|
[Coming Soon] Specific Expiry Date If you select "Specific Expiry Date", the store credit will expire at 23:59 on your designated expiration date. Fixed Days If you select "Fixed Days", the store credit will expire at the set number of days after it is issued. For example, if you set 7 days, it will expire at 23:59 on the 7th day after the issuance date. Never Expires The store credit will never expire. | ||
| Estimated sending time | Select "Send immediately" to send upon creation, or schedule it for a specific hour at least 2 hours later. | |
| Reasons for adding or deducting credits | Provide a reason for this credit adjustment within 50 characters. | |
| Send notifications |
Send email Send SMS Preview |
*Notes:
- The system will begin deducting expired store credit at 23:59 on your designated expiration date.
- When deducting store credit, the system automatically prioritizes credit with the earliest expiration date. Store credit expiration times are based on the (GMT+8) time zone.
- Sending SMS notifications will incur a monthly fee. Each SMS is limited to 160 half-width characters (e.g., English) or 70 full-width characters (e.g., Traditional Chinese), including default system text. Messages exceeding this limit will be split and billed as multiple messages.
Store credit changes and usage history will be recorded in [Store Credits] > [Credit History]. For further details, please refer to Store Credits Setting Logs.
3. Mechanism of applying store credits to orders
Online Store Credit Redemption:
- This toggle is ON by default.
- This toggle must be ON for setting the following sections: "Apply credit condition & redemption limit", "Allow customer to determine applied amount", and "Exclude 'Product not applicable to discount' from online store's credit redemption".
Go to [Customer Management] > [Store Credits], find the "Online Store Credit Setting" section, and begin configuring the rules for applying store credits.
i. Redeem credit on Online Store
A. When the "Apply credits condition & redemption limit" mode is ON
The mode is divided into two parts: Conditions and Details.
| Conditions | No Condition | Details | Fixed Amount |
| Total Order over Minimum Amount | Percentage% |
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No Condition + Fixed Amount
All orders, regardless of the amount, are eligible for the store credit redemption. The maximum fixed amount that can be applied is customizable by you. In the example below, customers can apply up to store credits equivalent to NT$100. -
No Condition + Percentage %
All orders, regardless of the amount, are eligible for the store credit redemption. The maximum percentage that can be applied is customizable by you. In the example below, customers can apply up to 5% of the order amount. -
Total Order over Minimum Amount + Fixed Amount
When the order reaches the minimum amount you have set, a fixed amount can be applied. In the example below, when the order reaches NT$100, customers can apply up to store credits equivalent to NT$10. -
Total Order over Minimum Amount + Percentage %
When the order reaches the minimum amount you have set, a percentage can be applied. In the example below, when the order reaches NT$100, customers can apply up to 5% of the order amount.
Up to 5 sets of store credit redemption combinations can be configured. A notification will pop up indicating that no more sets can be added when the upper limit is reached.
*Note: If you check "Unlimited," you still won't be able to add more redemption combinations because the upper limit has been reached.
The amount/ percentage values for redemption combinations need to be set in ascending order, from the smallest to the largest.
Upon completing the credit setup, customers can click on the "question mark" icon on the checkout page to view info about the redemption threshold and the maximum deduction limit.
B. When the "Apply credits condition & redemption limit" mode is OFF
If you haven't set the conditions and redemption limits for applying store credit, the system defaults to Unconditional, automatically applying all the store credits in the customer's account.
ii. Redeem credit on POS app
SHOPLINE retail store supports credit redemption during checkout. On the checkout page, you can view the remaining store credits of the customer and decide the amount to be redeemed. For more details on POS credits, please refer to Store Credits｜POS App.
iii. Check and redeem credits on Smart OMO
Smart OMO now supports checking and applying credits! In Smart OMO's Member Profile, staff members can look up customers' credits and apply the credits for them in the retail store. For more information, please refer to Credits and Member Points | Smart OMO.
4. Customers' checkout page on the storefront
i. Settled as per the total amount of the member's checkout order
| Item Subtotal | Product Price x Quantity |
| Discount Applied | The sum of the discount applied to the order (Delivery Fee excluded) |
| Applied Store Credits | Calculated based on the limits set by the merchant and the current amount of store credit owned by the member |
| Delivery Fee | The delivery method used determines the shipping fee amount/ Free of charge |
| Total | Item Subtotal - Discount Applied - Applied Store Credits + Delivery Fee = Total |
Example
The store credit redemption limit per order is unconditional; The order's Item Subtotal > Discount Applied > Applied Store Credits.
*Note: If you set the store credit redemption limit per order as a percentage (%) of the total amount, the decimal point will be rounded up unconditionally.
In the case below, the store credit redemption combination is "5% off for every NT$100 spent." Suppose the customer places an order for NT$477, (477-48) x 5%, and upon rounding up the decimal point without conditions, the result will be NT$22 applied.
ii. Settled as per the online store credit setting
If you have enabled the "Apply credits condition & redemption limit" feature, when a member enters the checkout page, the system will allow customers to determine the "Applied Store Credits" amount they wish to redeem based on your setup in Admin. For more detailed information, please refer to Allow Customers to Customize Applied Store Credits.
5. Viewing store credits at the storefront
Customers can view their store credits on the storefront upon signing in. Go to the [Member Center] and select the Store Credits tab. This tab will keep a record of the member's current credit balance, reasons for accrual, deductions due to expiration, expiry dates, and so on. For further details, please refer to Store Credits Setting Logs.
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