Issuing Store Credit - POS - *DO NOT PURCHASE SHOPIFY POS UNTIL STORE CREDITS CAN BE ISSUED*

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Tourist
7 0 6

I want to issue store credits connected to a customer account in store. 

I do not want to be pushed into using  Gift Cards as a Store Credit solution - Issuing Gift Cards adds to backend reporting EVEN when using the "Store Credit" function. This throws off accounting. 

I want to be able to pull up a customer and let him/her use a noted balance of store credit on future sales. 

This issue has been brought up time and time again, 4+ years of Gurus and Shopify Employees saying it's in the pipline... When?  When will this be available. We spend too much money on a monthly basis to have to keep a Roledex of Store Credits by our Ipad. This lack of attention to this issue is frustrating and needs to be dealt with as soon as possible, no more "Work-arounds" We need a soloution. 

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Shopify Staff
Shopify Staff
31 0 4

Hi Damien,

Jana here from the Shopify Guru team :)

I understand why this would be a great feature to have, but the introduction of Gift Cards has proven to be an adequate solution for this, at present. Having said that, this feature is still in the pipeline, though no timelines have been confirmed yet. I can confirm though that this isn't likely to be featured in the upcoming POS update, so we may need to hang tight for a while longer.

In terms of reporting - Gift Cards are not counted towards the Total Sales in your Admin, so we recommend using this number for your accounting and reporting versus Daily Sales.

I understand the frustration of keeping a Roledex of Store Credits, but the absolute best way to combat this is by issuing Store Credit for on-the-spot exchanges in conjunction with Gift Cards for future use.

Please don't hesitate to reach out to me with any more questions or for any clarification by replying to this thread :)

Cheers,

Jana A. | Shopify Guru
support@shopify.com

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Tourist
7 0 6

Hi Jana - Thank you for your reply! 

Issuing Gift Cards in lieu of Store Credit is NOT an adequate solution for a brick and mortar.  You cannot tie a Gift Card to a customer. Gift Cards do count on your daily reporting. The scanner I bought to work with the shopify system does not read QR codes! Why not use barcodes? If I use Gift Cards then I have to input the long GIft Card number into my customer notes. Once a customer comes in, I have to input that (there's no copy and paste function) into the gift cad field. If you want us to use gift cards than at least make that user friendly. I'd like to avoid spending MORE money on buying Gift Cards. 

Shopify, it's simple. Take a look at your forums and listen to your customers. We want a Store Credit function. If it MUST be a Gift Card then let us track the balance and gift card info on a customer profile, so that when a customer wants to use it, we pull their profile up and we use it from there.  You want to compete with retail POS systems but you keep forcing us to use adequated systems. If your not ready for POS then take it down and concentrate on online sales. 

We want a store credit function... 

 

-Damien 

 

 

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Excursionist
16 0 8

Jana, I'm curious what you mean by the difference between "Total Sales" and "Daily Sales". Shouldn't those numbers be the same?

I am considering buying your physical gift cards but I've seen issues brought up in these forums saying that the sales are counted twice - once when the gift card is sold, once when the gift card is used. This throws off the accounting, as you can imagine. The forum thread where I saw this issue is now locked with no response from a Shopify guru.

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Tourist
7 0 6

Jackson - It's frusrtating, the reports are almost always off! The "easiest" way to get the correct numbers is to export a Report from Orders. To keep track, I pull the report weekly and keep a running spreadsheet.  

 

-D

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Tourist
7 0 6

Is there an update on this issue? 

 

Thank You! 

Damien

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Shopify Staff (Retired)
Shopify Staff (Retired)
4 0 0

Hey Damien, 

My name is Sam Francis and I am a POS Specialist at Shopify. 

I would like to start off by saying thank you for your patience regarding the store credit feature request. We absolutely see the value and demand for this feature and I know you have heard this before but we want to make sure that it is 100% ready before making promises to our POS merchants - especially given the huge overhaul of customer accounts this would require. With that being said, I currently do not have a date that this feature will launch.

I know it can be stressful running a brick and mortar location and certain features can streamline your day to day workflow giving you more time to work on your store and not your books or "work around". At the moment, our Gift Card feature is the best answer to letting the customer hold onto and become responsible for their store credit. You can always check the credit left on a Gift Card and it gives the customer something physical to walk away after the sale or return. Using Gift Cards can also improve sales during holidays and throughout the year. In fact, according to a National Retail Federation survey, 81% of Americans will buy at least one gift card during the holidays. The same survey also found that 70% of customers who use gift cards will spend more than the value on the card. Yes, it may be an extra upfront cost and one more step to capture payment but it does show growth in business'. 

I would like to thank you for posting about our POS Damien, it allows us to grow with our merchants and please trust me when I say this post will be presented to the right people. As mentioned above, I do not have a date, but we are listening and I will do my best to push this forward for you. 

Let me know if you have any questions, 

Sam Francis
 

 

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Tourist
7 0 6

Thank you Sam for your response! You're right I heard it before, "it's in the works" this is something that your POS customers have been wanting/NEEDING since the inception of the POS system. Can you please outline how issuing Gift Cards increases our sales numbers on the reporting end? Also, what is the appropriate workaround to have reports show accurate numbers. 

Thank You! Damien

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Shopify Staff (Retired)
Shopify Staff (Retired)
4 0 0

Morning Damien, 

Thank you for your reply. 

I would like to re-word on of my sentences because issuing Gift Cards will not increase sales but selling them will. It will also allow you to track how much a customer has on a Gift Card when it is presented at the cash which is a better work flow than store credit. I found when working in Retail for over 1o years was that selling Gift Cards was a quick and easy sale to keep funds in your store. They always came in handy when a customer was shopping for someone else, fail proof gift idea, or if you donate to local events in your area. :) 

As for reporting, I'll need to find out more about how you run your business and what problems you've been running into. I'll shoot you an email and we can dig deeper together.

I hope this helps Damien and I will send over the email shortly, 

Sam 

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New Member
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The main issue using Gift Cards as Store Credit for us in Australia is the GST/VAT tax component.

When selling a Gift card, the sale is GST/VAT tax free as the tax will only be raised when the card is being used.

However the Store Credit generated as a gift card should include GST/VAT as the original sale did include it.

Maybe the solution is to allow different type of "Gift Cards"?

Nico

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