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Summary / TL:DR: This article will show you how to create a new credit policy in Advantage. A credit policy is the guarantee, or refund, policy associated with an offer or choice. These instructions are for creating a credit policy for any type of item, for specific instructions on creating one for subscriptions, go here. For product orders, go here.
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Credit policies are shared, therefore if it has a variation on an existing credit policy, add a new credit policy. |
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How to Add a Credit Policy for an AMB Item
From the Marketing Ribbon, click Credit Policies
Click the Add Icon
The Credit Policy Maintenance dialog box will appear. Complete the following fields:
Credit Policy Code* | Enter a code to identify the credit policy. |
Description* | Add more detail about the policy. |
Local Currency* | Enter the currency used to charge the customer. For domestic affiliates, |
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enter US$. |
4. Click Next
5. In the Subscription Cancellations tab,
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complete the following fields:
Use PUB system option to determine credit | Check this box for Use PUB system option to determine credit |
Partial Credit after | Enter the amount of days the customer has to get a full refund. After this date the customer will receive a partial refund for number |
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of issues to go when the subscription is cancelled. | |
No Credit after | Enter the amount of days the customer has to get a partial refund. After this date the customer will receive no refund for a cancellation. |
Cancellation Fee* |
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Select No Cancellation Fee |
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if there is no fee for cancelling. |
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Select Flat Fee Amount to withhold a specific amount. |
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Select Percent of Cancellation Credit to withhold a percentage of their refund. |
6. Click Next
7. In the Product Returns tab,
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complete the following fields:
Don't credit shipping charges after ____ days* | Enter 1 day. |
Merchandise Credit | Check the box for Use Customer Type table to control merchandise credit? |
8. Click Next
9. In the Product Returns tab,
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complete the following fields:
Partial Credit after ___ days* | Enter 1 day. |
No Credit after ___ days* | Enter 999 days. |
Cancellation Fee | Based on credit policy code. |
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10. Click OK
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Interested in taking a short course on credit policies? Enroll in this course through LearnUpon.
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Wrap upYou should now know how to create a new credit policy in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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| Note |
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