Create Credit Note
Loyalista processes credit notes like orders, but (described in simplified terms) the signs are reversed. This means that points credits are deducted again and points redemptions are credited again. To do this, credit notes must be sent to Loyalista. For more information on automatically sending credit notes to Loyalista, see our manual on plugin setup and on manual sending in our Best Practice Sending orders/credits manually to Loyalista.
The so-called inversion of points also works by sending returns or warranties to Loyalista. You can set up inverting in the way that fits best into your workflow. However, we consider sending credit notes to be the most reasonable method and limit the following Best Practice to this.
For more information on credit notes, please refer to the plentymarkets manual. This best practice will focus less on the steps required to create credit notes in plentymarkets and more on the special features that need to be taken into account in connection with Loyalista.
1. Create a credit note for all order items
Credit notes For all order items (picture 1) are the simplest credit notes in connection with Loyalista. Nothing else needs to be taken into account for Loyalista.
2. Create credit note for specific order items
Credit notes For specific order items (picture 2) are also not difficult to create, but here we have to distinguish whether points were only collected in an order or also redeemed. In addition, we need to think about how to deal with the voucher code in case of redeemed points.
a. Orders without redeemed points
Credit notes for specific order items where only points have been collected are also very easy. Again, nothing else needs to be considered for Loyalista. You can quickly recognise such orders by the fact that no voucher code has been used within the order or the voucher code has not been created by the Loyalista plugin.
b. Orders that were paid for entirely with points
Credit notes for specific order items, where the original orders were paid for entirely with points, are also part of the simple credit notes, where again nothing else needs to be taken into account for Loyalista. You can quickly recognise such orders by the fact that a voucher code generated by the Loyalista plugin has been used within the order. In addition, the payment status of the order is at 100% even though no payment has been assigned to the order.
c. Orders which were partially paid with points
The situation is different for credit notes for specific order items, some of which were paid for with points. You can quickly recognise such orders by the fact that a voucher code generated by the Loyalista plugin has been used within the order. In addition, a payment was assigned to the order.
You should first define in your policy whether the cash amount or the redeemed points should be refunded first for such credit notes. Of course, you can also check with your customers individually for each credit note.
i. Primary repayment of the amount of money
In this case, the voucher only has to be included in the credit note if the total of the credit note exceeds the amount of money paid. Then the voucher amount must be adjusted accordingly so that the total amount of the credit is appropriate.
ii. Primary repayment of redeemed points
The voucher code must always be included in the credit note. The voucher amount will then be adjusted according to the total amount of the credit note until the total amount of the credit note exceeds the voucher amount.
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