Summary / TL:DR: This article will show you how to create a new credit policy for a product order in Advantage. A credit policy is the guarantee, or refund, policy associated with an offer or choice.
Credit policies are shared, therefore if there is a variation on an existing credit policy, always add a new credit policy.
How to Add a Product Order Credit Policy
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, enter US$. |
Subscription Cancellations | Check the box for Use PUB system option to determine credit. |
4. Click Next
5. In the Product Returns tab, complete the following fields:
Don't credit shipping charges after ____ days* | Enter number of days customer has to get a credit for shipping. If the customer always gets credit for shipping, enter 999. |
Merchandise Credit | Enter number of days and fee for full credit. For example, if the customer receives a full refund for 30 days, then no refund, enter 0,00 restocking fee after 1 days P, 100 restocking fee after 31 days P. |
6. Click Next
7. In the AMB Cancellations tab, complete the following fields:
Partial Credit after ___ days* | Enter 1 day. |
No Credit after ___ days* | Enter 999 days. |
8. Click OK
Wrap up
You should now know how to create a new credit policy for a product order in Advantage.
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