How to Add Staff Credits

Doing the following allows a company to issue staff credits that can be used in a Shopify web store or Indigo8 POS store or manually within Indigo8.

1. Decide which Customer you want to put the contacts against. The customer must be web enabled. Usually they are placed against your main Shopify site.

2. Open the Shopify customer customer, select the ‘Contacts’t tab and then select ‘Add Contact'

3. On the contact card go to the POS & WEB tab and check the staff check box for each staff member.
   
   

   Open

   

    

4. To issue the credits go to Accounts >> Reports >> Staff Credits.

   Open

   

    

5. On the screen, press the search button. All contacts marked as staff in point 1 will appear. On the screen.

    

6. Select the staff members you want to to give the credit to. Enter the amount and expiry at the bottom right and press the Generate Credits button.

7. The credits will automatically be sent to Shopify if you used the web site to store the contacts.
   The credits will also be immediately available in the POS.

8. To manually apply the staff credit to a sales order in Indigo8. Create the sale under your web site where the staff are stored.

    

9. To apply the credit, generate the SO and then click the + Payment button followed by the CREDIT button.

10. The system will default to any open credits for the contact. Select the credit and then apply it to the Sale