Credit overview

Credit overview


What
All credits sold, and their creation date, can be displayed with an overview of how much remaining credit has not yet been redeemed by customers.

Where
Admin: Accounting > Credit overview.


Sold credits

Under "Customer's credit balances" (Admin: Accounting > Credit overview) you will find an overview of all sold credits, including their creation, redemption, and remaining balances. This provides a clear overview of how much credit is still in circulation at any time.





Credit filter

Using the "Filter" option in the top right corner, you can specify whether credits should be filtered by creation date, redemption date, or both criteria.



By clicking the "Print" button in the top right corner, the browser print dialog opens with a preview of the credit list.

The print settings, such as printer, number of pages, number of copies, orientation, and color, can be adjusted there before starting the print process.



Export credits

Using the "Export" button in the top right corner, existing credits stored in the system can be exported. An XLSX file will be created.



Import credits

Using the "Import" button in the top right corner, a CSV file with ASCII text encoding can be uploaded to store already sold credits that may have been issued outside of SIDES in the past.

Required import format
The following format must be maintained exactly for the import:
Name   ;   Code   ;            ;   Value   ;   Valid until   ;   Store ID

Explanation
  1. Name: Name of the credit
  2. Code: Credit code
  3. (empty): This field remains empty
  4. Value: Credit amount
  5. Valid until: Expiration date
  6. Store ID: Store to which the credit is assigned (an explanation of how to determine the Store ID can be found below)

A template (Credit_Import_Template.csv) that can be used for the import is available at the bottom of this page under the attachments section. 

Notes
Notes:
  1. The CSV file must exactly follow the specified format.
  2. The CSV file must be saved using "ASCII" text encoding to ensure it can be processed correctly.
  3. A maximum of 199 records can be processed per import.
  4. If a voucher code from the CSV file already exists in the system, the entire file will not be imported.
  5. Please note that the store ID must be replaced with the ID of the store to which the credit is to be assigned. If the specified store ID does not exist in the system, the entire file will also not be imported.


Determine store ID
You can find the Store ID after opening the respective store under Admin: Store Management > Stores > Edit. The Store ID can then be found in the browser URL (address bar).





Create credits

Credits are created like regular items. The only difference is that the "Credit" property must be selected (under Admin: Item management > Item > Add item > Property "Credit").

Additional information can be found in the item (edit) under the keyword "Credit".