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Automation of Store-credit

Automating the store-credit calculation and processing of store-credit. i.e. bonus, incentives, trigger based store-credits processing.

Vineeta Pendse avatar
Written by Vineeta Pendse
Updated over 3 months ago

Currently, store-credit value calculation rules and automation are set by yayloh support team. To set it up, you need to reach out to us via support@yayloh.com. yayloh will set it up on your back end.


Automation of Store-Credit generation

This feature enables the automation of the process of issuing store credits when a customer requests it. This automation eliminates the need for any manual steps in the process of issuing store credits. The automation criteria can be set up based on specific events or triggers.

Available store-credit automation events:

  • Any return shipping status like: "in-transit" or "received"

  • On ‘inspection status - OK’

Store-credit automation process

  1. The system checks return requests every 6 hours to see if they meet the criteria.

  2. If they qualify, they're added to a queue and processed. The total value of the store-credit issued is calculated based on the suggested amount from the OMS along with any custom rule configured.

  3. If a generation of a store-credit fails, you can find the requests in the 'in-progress' tab and handle them manually.

Keep track of all your automated refunds

Review your recent Refunds and store-credit via the Refund transaction report on the yayloh dashboard. You can filter by transaction date.

Automation of Store-credit value calculation

By default, the store-credit value displayed in Yayloh is suggested by your OMS (Shopify/Centra/WooCommerce). To incentivize customers, many brands provide special benefits if customers opt for store-credits.

We can set up automated calculations directly in our system to determine the correct store-credit value based on your specific incentives. You can always overwrite the suggested amount, provided it does not exceed the order value.

Common store-credit calculation rules are as follows:

  1. Provide an additional 10% extra of the original product value.

  2. Free store-credits i.e. no return fees if a customer opts for store-credits.

  3. Add the delivery shipping cost to the product value.

Note: Both store-credit automation and store-credit calculation rules can be configured by defining a VIP customer segments of your choice. You can define your VIP customer segment based on different criteria’s listed here.

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