Use these instructions 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.
Click Next
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.
Click Next
In the AMB Cancellations tab, complete the following fields:
