Customer and Credit Management Plugin
Why am I not able to define the credit limit for my customer?
To be able to define credit limits for your customers you must subscribe to and activate the Customer and Credit Management plugin. The field to set credit limit is found under the Additional Information section of the Create Customer screen. This ...
How does a customer pay off their account balance?
From the Web Register use the list of transactions to find the transaction at the end of the line the actions will allow you to select Pay. This will bring the payment needed to the Transaction screen you can then select the appropriate payment type ...
How do I set credit limits for my customers?
Credit limit of the customer is set in the Additional Information section of the Customer master. This credit limit determines the limit the Customer can charge to their account. Once the credit limit is reached, you will not be able to sell to ...
Is it possible to use both On-Account and Store Credit as payment types in the same transaction?
Yes, it is possible to use both “On-Account” and “Store Credit” as payment types in the same transaction. “On Account” is limited to the amount that the customer has been assigned as his credit limit by the retailer. “Store Credit” is limited to the ...
What is the difference between On Account and Store Credit payment types?
Both “On Account” and “Store Credit” are defined and treated as “Payment Types” in Tagrain. However, there is a subtle difference between the two. “On Account” is used for credit sales wherein the customer is not required to pay anything at the time ...
How long will my Customer and Credit Management plugin data be kept after deactivation?
As long as the deactivation date is BEFORE the current subscription renewal date, the data pertaining to this plugin is retained. After that the data pertaining to this plugin is purged.
How to activate the Customer and Credit Management plugin?
You can activate the Customer and Credit Management plugin from the Purchase Subscription Screen. You can approach this screen either from the Plugins Screen or from the Manage Account Section. If you are coming from the Plugins screen, you need to ...
Can I activate the Customer and Credit Management plugin again?
Yes. You can always choose to reactivate the plugin. However, there are 2 possible scenarios here. Scenario 1: Your reactivation date is BEFORE the end of your current billing cycle. In this case, you just need to put a tick on the checkbox on the ...
Will the Customer and Credit Management plugin deactivation affect my existing subscription?
Yes, deactivating the Customer and Credit Management plugin will reduce your subscription amount for your next billing cycle. The reduction in amount will depend upon your choice of edition, the number of plugin licences, and the billing cycle that ...
What happens to the data after the Customer and Credit Management plugin is deactivated?
The Customer and Credit Management plugin can be deactivated from the Purchase Subscription screen. Once the plugin is deactivated, all the features and functionality added to the application upon plugin activation are removed. However, the data ...
How to deactivate the Customer and Credit Management plugin?
The Customer and Credit Management plugin can be deactivated from the Purchase Subscription screen. You can approach this screen from the Plugins Screen by navigating to Home > Plugins or from the Manage Account Section when upgrading your existing ...
Can I deactivate the Customer and Credit Management plugin?
Yes, you can always deactivate the Customer and Credit Management plugin from the Purchase Subscription screen. You can approach this screen either from the Plugins Screen or from the Manage Account Section. If you are coming from the Plugins screen, ...
Does the Customer and Credit Management Plugin affect my existing data in Tagrain?
The Customer and Credit Management plugin is a software module that, when integrated with Tagrain, allows you to complement your existing data by adding new features and functionality to your existing Tagrain installation. Activating this plugin will ...
How can I subscribe to the Customer and Credit Management plugin?
You can subscribe to the Customer and Credit Management plugin from the Purchase Subscription Screen. You can approach this screen either from the Plugins Screen or from the Manage Account Section. If you are coming from the Plugins screen, you need ...