Prism Users Guide - Chapter 31. Centrals
31.7 Central Credit
Requirement for Central Credit
Central Credit is only available if Central Customer Lookup is enabled.
Central Credit tender must be enabled in Node Preferences > Transactions > Tenders > Requirements.
About Central Credit IDs
When a customer initially buys Centrals Credit (or credit is given as change), a unique Credit code/ID is issued for that customer. Any subsequent Centrals Credit transaction by that customer will use the same unique centrals Credit ID.
This code is tied to the original customer but can be used for redemption or adding value to it by anybody who has that code (e.g., family members). The balance of the Credit ID is updated after each transaction.
This code that is displayed in the Prism UI on the Tender screen is a Base36 representation of the much longer SID for that transaction. In the Prism GUI, the SID is converted to Base36, which is shorter and alphanumeric. For example, SID 581930977000226807 would be converted to 4F5XBC85CYRB
A customer's central credit (updated) balance is replicated as part of the customer record to any other station set up for replication. However, even though central credit balance is visible when looking up a customer in the Customer module (in the ‘Payments' tab), that balance is not useable for transactions if the Prism server is not set up to use Centrals functionality.
Currency Conversion
Prism Centrals performs currency conversion when calculating Customer Central Credit or Central Gift Card balances, based on the Base currency of the Subsidiary and current exchange rates as set in Admin Console > Global Preferences > Currency > Exchange Rates. For example, Global Customer X in Subsidiary 1 (e.g. in US, $) buys $50 in Centrals Credit. If Customer X visits a store in Subsidiary 2 (e.g., in Paris, €), his Centrals Credit would show something like €38. Another example: A customer buys a Centrals Gift Card in Sub1 for $50. In Sub2 (in €), his balance would be something like €19, depending on exchange rates.
Issue New Central Credit as Change
Create a new transaction using normal procedures.
Touch or click the Tender Transaction button
Take payment using the desired tender. If the taken amount exceeds the Amount Due, there will be a Give amount. This is the amount of change to give back to the customer.
Select Store Credit as the Tender Type. Click Give.
The Change section shows the Central Credit issued.
Redeem Central Credit
Start a new transaction. Enter the customer and list the items being purchased. The customer's central credit balance is shown. In addition, the server status (online or offline) is shown.
Touch or click the Tender Transaction button. If the customer has central credit available, a prompt is displayed.
Select Yes to use the central credit.
The Take Store Credit modal is displayed, showing the Tender Type set to Central Credit. Click the Take button.
The tenders section lists the Central Credit as redeemed.