Customer Credit System v3.0.1

Customer Credit System module, the store admin can assign credit amount to a customerand customer groups.

The in-store currency can be highly useful for the payment. Thus, allowing and easycheckout with the amount.

The assigned credit amount can be used by the customers for purchasing the storeproducts. From the backend, the admin can view all the transactions done by the customervia the credit system.

Features

The admin can assign credits to a customer group.The admin can assign credits to individual/specific customers.Customers can see their assigned credits in the customer dashboard.A customer can purchase the product by using their assigned credits.A customer can pay for the credits using an online/offline payment method .The admin can view all the transactions done by the customer via the credit system.A customer can see the entire transaction history in a customer account.The admin can pay credit from the admin panel to the respective customer.The admin can select the offline payment mode for paying credit to the customer.The admin can create individual credit amounts using CSV/XLS file.Admin can import customer credit updates from a CSV/XLS file.

Module Configuration

After the module installation, the admin will find the configuration settings panel bynavigating through Stores->Configuration->Webkul> Customer Credit System as per thebelow snapshot –

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Customer Credit Group –

Assign Credit to Customer Group – Here, the admin can assign credit amount tothe customer groups. The admin needs to select a customer group and enter the creditamount which admin wants to assign the customer group.

The admin can add more row by clicking on “Add” button and can also delete the row byclicking on delete sign in the ” Action ” column.

Pay Credit by Admin –

Select Payment Method – Here, the admin can select the offline payment method topaying customer credit from the admin panel on behalf of the customer.

After that, the admin will have to configure the Webkul credit system by navigating throughStore> Configuration> Sales> Payment Methods> Webkul Credit System as per belowsnapshot –

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Enable This Payment Method –

From here, the admin can enable/ disable this payment method.

Payment Method Title –

The admin can set the payment method title which will be displayed on the frontend.

Payment from Applicable Countries –

The admin can select an option ” Specific Countries” or ” All Allowed Countries”.

Payment from Specific Countries –

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If the admin can select ” Specific Countries” option then admin can select countries fromwhere admin wants to accept the payment.

Remember- Here the Payment Specific country is for the billing address not for theshipping address.

Allow Payment Methods on Checkout When Credit Product is in Cart –

With this option, set as ‘Yes’, the admin can set credit system as payment methods oncheckout when credit product is in cart.

However, if the option is set as ‘No’ than at the time of adding credit product to the cart thecustomer in frontend will receive a message- “There is no payment method active in the adminaccount“.

Select Payment Methods on Checkout

The admin can set the payment method on checkout by selecting an option “Allow All” or“Allow Specific” which will be displayed on the frontend.

Allowed Payment Methods to Add Amount in Credit –

Here, the admin can select the payment methods for the customer to repay the used creditamount.

Sort Order –

The admin can set the order of the payment method to display on the frontend.

Credit Details-

At the admin panel, admin can view all credit details of the customers in the CreditManagement as per below snapshot –

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In Credit Details, the admin can view Customer Name, Total Amount, Remaining Amount,Used Amount, Modified Date as per below snapshot –

The admin will have two option Details and Pay Credit when the admin clicks on Selectdrop-down option under Action column.

Details –

Then the admin can able to view all customer details like – Reference (transaction ID),Amount, Transaction Type,

Transaction Status (pending or approved ), Transaction Date, Base Amount (calculate5/17

according to base currency) as per below snapshot –

Note – Transaction status changes from pending to approved when the invoice will begenerated for the order. If the invoice generates automatically then the status will bedisplayed as “Approved”.

Pay Credit –

Here, the admin can pay the customer credit amount on the behalf of the customer, if thecustomer sends the credit amount through an offline method.

Just enter the pay credit amount and click on the “ Save” button and the transaction will bedone.

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Upload Credit Using CSV

The Customer Credit system allows merchants to import customer credit amount updatesfrom a CSV/XLS file. This is especially useful from Magento 2 system.

Importing the customer credit system from a CSV is easy to do. Once Module is installed,simply login to your admin, go to Credit Management -> and click Upload Credit UsingCSV.

Once above page has loaded choose CSV/XLS file from your system then upload and waitfor the total credit to import as per below snapshot-

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This can be useful in situations where a large volume of credits is processed and defaultfunctionality is to be bypassed. Its purpose is to define individual credit amounts to create.

Using this module you can import data through the CSV file. The merchants can import theBulk data using a single click. Use the Execution Log in the Magento backend to identifysuccessfully and failed imports.

When the import is complete, you will see an import summary as per below snapshot-

A total of four credits to be imported here in this screenshot, but when the import iscomplete, we get a total of two credits imported because there is no existing data of thecustomer for a website in the CSV file.

Assign Credit to Particular Customer

The admin can also assign credit amount to a particular customer by navigating throughCustomer > All Customer then clicks on Edit option under Action column for a particularcustomer as per below snapshot –

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In the customer information, the admin can assign a Credit Limit to the customer in thecredit information tab as per below snapshot.

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The admin needs to mark the checkbox to use the particular credit limit.

And uncheck the checkbox to use customer group credit which is set in the moduleconfiguration by the admin.

By default, the first time this checkbox will be marked/checked.

Under here, the admin can view Used Credit and Remaining Credit.

The admin also able to see all transaction information for the credit amount which isassigned to a customer like – Transaction Id, Transaction Date, Transaction Type(debit orcredit), Transaction Currency, Transaction Amount and Status.

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Note – Assign credit limit will be changed at front-end if we change credit limit from groupcredit limit to particular credit limit.

For example – 1. Admin assigns 200 USD credit limit to a group of customer and thecustomer has been used 100 USD then Admin assigns 150 USD credit limit to that particularcustomer.

The customer account will be updated at the front end and the display credit balance is 50USD and the amount to pay is 100 USD.

2. Admin assigns 200 USD credit limit to a group of customer and the customer has beenused 200 USD then Admin assigns 150 USD credit limit to that particular customer.

The customer account will be updated at the front end and display credit balance is( – 50USD) and the amount to pay is 200 USD.

Customer- end

The customers able to see their credit details through Credit information option. Thecustomer can see the credit balance( Remaining credit amount ) and the Amount to Pay (have to pay the admin).

Pay Credits – It will be displayed only after using the credit amount. From here, thecustomer can pay used credit amount to admin.

Last Transactions – The customer can view all transaction details like – Reference,Transaction Type ( debit/ credit), Amount, Transaction Status, and Transaction Date.

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However, if in the admin section the ‘Allow Payment Methods on Checkout When Credit Productis in Cart is set’ as ‘No’. Then here on clicking Pay Credit the customer will see a warningmessage as below.

Checkout Page –

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The customer can make the payment for web store’s products through Webkul creditSystem.

And also able to view Total Order Amount, Available Credit, Remaining Credit on thecheckout page as per below snapshot –

Order Management –

Webkul Credit System payment method will be displayed in the order details as per belowsnapshot –

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Webkul Credit System payment method also will be displayed in the invoice details as perbelow snapshot –

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Pay Credit –

The customer will have to pay the credit after using the credit. For this, the customer needsto enter the payment amount and then click on Pay Credit button.

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The credit amount would be added in the cart.

And then the customer can pay the credit amount as a default payment process throughpayment methods which are allowed by the admin as per below snapshot –

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The Customer can not add another product with credit amount in the Cart as per belowsnapshot –

That’s all for Customer Credit System still have any issue feel free to add a ticket and let usknow your views to make the module better at webkul.uvdesk.com

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http://webkul.uvdesk.com/

Customer Credit System v3.0.1FeaturesModule ConfigurationUpload Credit Using CSVCustomer- endCheckout Page –Order Management –Pay Credit –