our client wanted the credit memos to be attached to customer account, to be used in omni channel.
Therefore we suggested “Pay to customer account” tender type as a mode of payment for Issue and Redeem credit notes.
Below is the process we were testing, and we noticed the customer balance was not same across terminals.
- When cashiers perform a return transaction, they must use “Pay to customer account” and close the transaction.
- That will show as a negative balance against the customer account.
- And when customer wanted to use their credit balance, cashier must use “Pay to customer account” as a tender type and close the transaction on a new purchase.
- If this would have worked perfectly, our client was planning to inform their customers to utilize these balances in all other channels, boutiques, call centre and online.
The challenges we faced were;
- The customer balance was not correct across terminals.
- While redeeming the balance, if the customer purchases any item, which the price is more than his/hers balance, MPOS was not adjusting and asking for other payment modes, (similar behaviour when used during Gift Card & Credit Memo) instead it post a positive credit balance against the customer. Which is not accepted in retail business.
- The customer balance in D365 operations will get update after Day end statement posting, which is not suitable for an omni channel, real-time functionality.
Is anyone here had any such requirements?
if so how you were able to provide such solution to the clients?
Thanks in Advance!
