Store Credits | POS App

To apply for this and other POS features, please contact our Online Merchant Success Team.

SHOPLINE's POS app supports the "Store Credits" feature, allowing customers to use online store credits when checking out at a retail store.  

In this article, you’ll find:

• How to enable the feature
• How to apply store credits during checkout on the POS app
• [Coming Soon] How to apply store credits during checkout on the POS app (New interface)
• View from SHOPLINE Admin
• Notes

1. How to enable Store Credits for POS

Step 1

In the SHOPLINE Admin, go to [Customers Management] > [Store Credits] and find the "POS Credit Redemption" toggle.

Step 2

Switch on the "POS Credit Redemption" toggle and click Update to save the settings.

*Notes:

• Once enabled, store credits can only be redeemed on the POS app while connected to the internet.
•  POS app will show the current store credits balance in the member's account regardless of whether the "POS Credit Redemption" toggle is switched on or off.

Set conditions for POS Credit Redemption

*Note: This feature only supports merchants matching all the following conditions. If you need plan upgrades, please contact our Online Merchant Success Team.

• Using the "e-Commerece" + "Retail POS" system
• Using the "CRM" or" CRM-Credits" module.
• Using the POS app with iOS v1.68.0 or Android v.1.36.0 and above.

Switch on the "POS Credit Redemption" toggle. You can configure the conditions for redeeming credits on the POS app and the maximum amount that can be applied.

1. Apply credits condition

• No Condition: There is no condition for redeeming credits. Customers can redeem credits on all POS orders.
• Total Order over: Customers can redeem credits only when orders reach the set minimum amount. Please enter a positive integer in the box on the right. For example, 500 NTD.

2. Maximum amount of credits applied

• Unlimited: There is no upper limit for the amount of redeemed credits. The entire order amount can be deducted.
• Fixed Amount: The redemption limit is a fixed amount. Please enter a positive integer in the box on the right. For example, 100 NTD.
• Percentage %: The redemption limit depends on the percentage you set. Please enter a positive integer between 1 to 100 in the box on the right. For example, 10%.

*Notes:

• If you update the conditions for POS credit redemption, you have to reboot the POS app for the new conditions to take effect.
• POS credit redemption currently does not support the following:
  • Settings on Smart OMO.
  • Settings based on stores and product attributes.

2. How to apply store credits during checkout on the POS app

If there are store credits remaining in the customer's account, the customers are able to apply store credits during checkout using the POS app.

You will find an "Applied Store Credits" column during checkout as per below. ($0 Store credit deducted by default)

Enter the amount of store credits you wish to apply in the column. Click Done to apply.

You can also click the + button to apply store credits without entering the amount (The system will apply all applicable credits to the cart).

The applied store credits will be shown in the next step of checkout as well. Select the payment option to complete the transaction.

*Notes:

• Ensure a stable network connection. You will not be able to apply store credits if your device is not connected to the Internet. However, you will still be able to complete the checkout process without an Internet connection.
   
• POS redemption must meet the preset conditions and upper limit. The POS app will automatically prevent redemptions that do not meet the conditions.
  1. When the total order < the redemption threshold
     The system will block this redemption attempt and remind you of the minimum order amount for credit redemption.
     
      
  2. When the redemption credits > the maximum redemption limit
     The system will block this redemption attempt and remind you of the maximum credit redemption amount.
     

[Coming Soon] 2. How to apply store credits during checkout on the POS app (New interface)

If there are store credits remaining in the customer's account, the customers are able to apply store credits during checkout using the POS app.

You will find an "Applied Store Credits" column during checkout, as shown below ($0 Store credit deducted by default).

Enter the amount of store credits you wish to apply in the column. Click Done to apply.

You can also click the + button to apply store credits without entering the amount (The system will apply all applicable credits to the cart).

The applied store credits will be shown in the next step of checkout as well. Select the payment option to complete the transaction.

*Notes:

• Ensure a stable network connection. You will not be able to apply store credits if your device is not connected to the Internet. However, you will still be able to complete the checkout process without an internet connection. 

• POS redemption must meet the preset conditions and upper limit. The POS app will automatically prevent redemptions that do not meet the conditions.
   
  • If the order amount does not meet the minimum threshold, a "Credit Redemption Unavailable" notification will pop up and remind you of the minimum order amount for credit redemption.

• If the redemption amount exceeds the maximum limit, a "Credit Redemption Unavailable" notification will pop up and remind you of the maximum credit redemption amount.

  

   

3. View from SHOPLINE Admin

In the SHOPLINE Admin, go to [Order Management] > [Orders] and select the POS tab. Select an order to view the "Applied Store Credit" column in the "Product Detail" section.   

Transaction reports will also show the "Applied Store Credit" field.

4. Notes

• When paying off a pre-order, the statement will include the deposit and store credits applied to the original order.
  
   
• Click the refresh icon if the current store credits amount shown is not updated.
  

[Coming Soon] New interface 

Read more 

• Store Credits
• Member Point Redeem To Cash | POS App