Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Product credits and dollar amount credits assigned to a member account may be modified by accessing the membership information via the Members tab. Search for the account you would like to edit by typing in part of the customer's name or email address, then click on the magnifying glass icon.

Once you have located the account you would like to modify, double-click on the listing to access the member's settings. Under the Product Credits tab, you can add/edit/remove product credits for this particular member account.

Adding Product Credits:

To add product credits, click on the Add button, then browse for the product and enter the credit quantity to add to the account. For example, to credit a customer with 1 free 8x10 print, you would select the 8x10 product, enter the quantity of 1, then click OK.

...

**Note: The customer must be logged into their user account in order to use their product credits.

Modifying the Credit Entry:

Advanced Tables - Table Plus
columnAttributesstyle="text-align:center;"
alignright

Image Modified

  1. Locate the member account you would like to modify as given in previous section.
  2. Select the credit information you would to edit, then click on the Edit button.
  3. Make changes to the quantity, then click OK.

Deleting the Credit Entry:

  1. Locate the member account you would like to modify as given in previous section.
  2. Select the entry you would like to remove, then click on the Remove button.

Adding Dollar Amount Credits:

To add dollar amount credits, click on the Account Credit tab. In the box at the bottom of the screen, enter a positive dollar amount to credit an account or a negative dollar amount to reduce the amount of credit available to an account. Once you've entered the value to adjust by, click the Adjust Balance button.

Credits are subtracted from the customer account as they order on the website while they are logged into the website with their membership account.

**Note: The customer must be logged into their user account in order to use their credits.

Modifying Dollar Amount Credit Entries:

Advanced Tables - Table Plus
columnAttributesstyle="text-align:center;"
alignright

Image Added

  1. Locate the member account you would like to modify as given in previous section.
  2. Enter the amount you would like to reduce the account credit by as a negative number, then click on the Adjust Balance button.
  3. Once complete, click Save Changes on the left, top panel.