{"id":159,"date":"2020-02-28T16:00:25","date_gmt":"2020-02-28T16:00:25","guid":{"rendered":"http:\/\/wiki2.plumserver.com\/knowledge-base\/magento-2-store-credit-v1-x-configuration"},"modified":"2021-07-23T06:27:00","modified_gmt":"2021-07-23T10:27:00","slug":"magento-store-credit-v1-configuration","status":"publish","type":"post","link":"https:\/\/plumrocket.com\/docs\/magento-store-credit\/v1\/configuration","title":{"rendered":"Magento 2 Store Credit v1.x Configuration"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"configuring-store-credit-magento-2\">Configuring Store Credit Magento 2<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In this article you will learn how to configure our <a href=\"\/magento-store-credit\">Store Credit Magento 2 Extension<\/a> correctly. Please, follow the instructions below.<\/p>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>General<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Enable Extension: Select &#8220;Yes&#8221; to enable the extension or &#8220;No&#8221; to disable it.<\/strong><\/li><li><strong>Option &#8220;Serial Key&#8221;:<\/strong> enter unique serial key provided after the purchase for legitimate and proper functioning of your extension. <strong>Note:<\/strong> In most cases this field will be pre-filled with serial key automatically and the green check mark will be displayed. Otherwise please read article <strong><a href=\"\/docs\/general\/magento-license-installation\" rel=\"nofollow\">Serial Key Activation<\/a><\/strong> in order to find and paste your serial key manually.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Applying Store Credits<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li><strong>&#8220;How Customers Can Apply Store Credits&#8221;:<\/strong> this option allows admin to configure the way the store credits will be applied by a customer on the Checkout Page. The following options are available: <ul><li><strong>Apply Custom Credit Amount<\/strong> &#8211; a customer can manually enter the required Store Credit amount to be applied.<\/li><li><strong>Manually Apply Available Credits<\/strong> &#8211; a customer can manually apply all available Store Credits.<\/li><li><strong>Auto-Apply Credits to an Order<\/strong> &#8211; the available Store Credit amount will be auto-applied on the Checkout of a customer.<\/li><\/ul><\/li><li><strong>&#8220;Apply Store Credit on Tax&#8221;:<\/strong> allows admin to enable or disable store credit application on tax.<\/li><li><strong>&#8220;Apply Store Credit on Shipping&#8221;:<\/strong> allows admin to enable or disable store credit application on shipping.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Notifications<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\"><li><strong>&#8220;Subscribe Customers to Balance Update Email&#8221;:<\/strong> this options allows admin to enable or disable an automatic Balance Update Email sending to the customers about their store credit balance changes.<\/li><li><strong>&#8220;Email Sender&#8221;:<\/strong> select the contact the email will be sent from.<\/li><li><strong>&#8220;Credit Balance Update Email Template&#8221;:<\/strong> allows admin to choose the Credit Balance Update Email template.<\/li><li>Press the <strong>&#8220;Save Config&#8221;<\/strong> button to save your settings.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_1.jpg\" alt=\"Magento 2 store credit configuration 1.jpg\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"manage-customer-credits\">Manage Customer Credits<\/h2>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Manage Customer Credits<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to the Plumrocket tab in the main menu &gt; go to the <strong>&#8220;Manage Customer Credits&#8221;<\/strong> section.<\/li><li>This grid allows admin to view and manage customers who have store credits.<\/li><li>Admin can search for the required customer using the default Magento 2 filters.<\/li><li><strong>&#8220;Action&#8221;:<\/strong> admin can view and manage store credits of each customer using this option.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_2.jpg\" alt=\"Magento 2 store credit configuration 2.jpg\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Store Credits<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to <strong>&#8220;Store Credits&#8221;<\/strong> section in the Customer Information tab.<\/li><li><strong>&#8220;Balance&#8221;:<\/strong> admin can view customer&#8217;s store credit balance in this section.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Notification Settings<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li><strong>&#8220;Receive Balance Update Emails&#8221;:<\/strong> this option allows admin to enable or disable Balance Update Emails sending to each separate customer.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Update Balance<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li><strong>&#8220;Website&#8221;:<\/strong> this option allows admin to choose the website the store credit balance will be updated on.<\/li><li><strong>&#8220;Credit Amount&#8221;:<\/strong> admin can add\/remove credits to\/from customer account by entering positive or negative number in this field, and clicking the &#8220;Save&#8221; button.<\/li><li><strong>&#8220;Notify Customer by Email&#8221;:<\/strong> check this checkbox in order to notify the customer of his store credit balance updates.<\/li><li><strong>&#8220;Store View&#8221;:<\/strong> the store credit update email will be sent from this Store View.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_3.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_3.jpg\" alt=\"Magento 2 store credit configuration 3.jpg\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Update Balance<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>&#8220;Comment&#8221;:<\/strong> admin can leave a comment that will be added to the transaction. The comment will be visible to a customer.<\/li><li><strong>&#8220;Balance History&#8221;:<\/strong> allows admin to track the history of all transactions made by the customer.<\/li><li>Press the <strong>&#8220;Save Customer&#8221;<\/strong> button to save your settings.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_3a.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_3a.jpg\" alt=\"Magento 2 store credit configuration 3a.jpg\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"transaction-history\">Transaction History<\/h2>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Manage Transaction History<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to the Plumrocket tab in the main menu &gt; go to the <strong>&#8220;Transaction History&#8221;<\/strong> section.<\/li><li>This section allows admin to track the transactions of all customers in one grid.<\/li><li>Admin can search for the required transactions using the default Magento 2 filters.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_4.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_4.jpg\" alt=\"Magento 2 store credit configuration 4.jpg\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"manage-earn-rules\">Manage Earn Rules<\/h2>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Manage Earn Rules<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to the Plumrocket tab in the main menu &gt; go to the <strong>&#8220;Credit Earn Rules&#8221;<\/strong> section.<\/li><li>This section allows admin to view and manage Credit Earn Rules in one grid.<\/li><li><strong>&#8220;Action&#8221;:<\/strong> admin can edit or delete the existing Earn Rules using this option.<\/li><li><strong>&#8220;Add New Earn Rule&#8221;:<\/strong> press this button to create new Credit Earn Rule.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_5.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_5.jpg\" alt=\"Magento 2 store credit configuration 5.jpg\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Rule Information<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>&#8220;Rule Name&#8221;:<\/strong> enter the name of this rule.<\/li><li><strong>&#8220;Active&#8221;:<\/strong> this option allows admin to enable or disable the rule.<\/li><li><strong>&#8220;Websites&#8221;:<\/strong> admin can select the website(s) the Earn Rule will be applied on.<\/li><li><strong>&#8220;Customer Groups&#8221;:<\/strong> admin can select the customer group(s) the Earn Rule will be applied to.<\/li><li><strong>&#8220;Active From&#8221;:<\/strong> enter the date the Earn Rule will be active from.<\/li><li><strong>&#8220;Active To&#8221;:<\/strong> enter the date the Earn Rule will be active to.<\/li><li><strong>&#8220;Priority&#8221;:<\/strong> set the priority of the rule.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_6.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_6.jpg\" alt=\"Magento 2 store credit configuration 6.jpg\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Conditions<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Admin can configure the conditions to be met while rule application.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Actions<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li><strong>&#8220;Action&#8221;:<\/strong> admin can apply a specific action to each Earn Rule making it more precise. The following actions are available to apply: <strong>&#8220;Give X credits&#8221;, &#8220;Give X percent of product price in credits&#8221;, &#8220;For every Y amounts in price, give X credits&#8221;, &#8220;For every Y qty purchased, give X credits&#8221;.<\/strong><\/li><li><strong>&#8220;Credit Amount X&#8221;:<\/strong> depending on the action selected, this option will be available allowing admin to set the credit amount.<\/li><li><strong>&#8220;Discard subsequent rules&#8221;:<\/strong> enable to discard the subsequent rules.<\/li><li><strong>&#8220;Condition:<\/strong> admin can configure the conditions to be matched by the cart items while rule application.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_6a.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_6a.jpg\" alt=\"Magento 2 store credit configuration 6a.jpg\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Descriptions<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>&#8220;Default Rule Label for All Store Views&#8221;:<\/strong> this option allows admin to add the default rule label for all store views.<\/li><li><strong>&#8220;Default Store View&#8221;:<\/strong> enter the rule label for the specific Store View.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_6b.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_6b.jpg\" alt=\"Magento 2 store credit configuration 6b.jpg\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"store-credit-on-order\">Store Credit on Order<\/h2>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Order View Page<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Admin can check the <strong>Store Credits<\/strong> applied to an order on the Order View Page.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_7.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_7.jpg\" alt=\"Magento 2 store credit configuration 7.jpg\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"pr-notice-title wp-block-paragraph\">Step by Step Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Order Create Page<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Admin can use customer&#8217;s <strong>Store Credit Balance<\/strong> while creating an order in the Magento 2 backend.<\/li><li>Enter the required amount of store credits and press the &#8220;Apply&#8221; button.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_8.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"\/docs\/wp-content\/uploads\/2020\/05\/Magento_2_store_credit_configuration_8.jpg\" alt=\"Magento 2 store credit configuration 8.jpg\"\/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Configuring Store Credit Magento 2 In this article you will learn how to configure our Store Credit Magento 2 Extension correctly. Please, follow the instructions below. Step by Step Guide General Enable Extension: Select &#8220;Yes&#8221; to enable the extension or &#8220;No&#8221; to disable it. Option &#8220;Serial Key&#8221;: enter unique serial key provided after the purchase &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/plumrocket.com\/docs\/magento-store-credit\/v1\/configuration\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Magento 2 Store Credit v1.x Configuration&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[180],"tags":[],"class_list":["post-159","post","type-post","status-publish","format-standard","hentry","category-magento-store-credit-v1","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Configure Magento 2  Store Credit Extension v1.x Magento 2 Store Credit v1.x Configuration - Plumrocket Documentation<\/title>\n<meta name=\"description\" content=\"Configuring Store Credit Magento 2 In this article you will learn how to configure our Store Credit Magento 2 Extension correctly. Please, follow the\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/plumrocket.com\/docs\/magento-store-credit\/v1\/configuration\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Magento 2 Store Credit v1.x Configuration - Plumrocket Documentation\" \/>\n<meta property=\"og:description\" content=\"Configuring Store Credit Magento 2 In this article you will learn how to configure our Store Credit Magento 2 Extension correctly. 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