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Customer Credit System for Magento 2

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Customer Credit System for Magento 2: With the help of this module, the store admin can assign credit points to a customer and customer group. The assigned credit points can be used by the customers for purchasing the store products. From the backend, the admin can check the complete transaction details about the credit points system.

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Description

Details

Customer Credit System for Magento 2: With the help of this module, the store admin can assign credit points to a customer and customer group. The assigned credit points can be used by the customers for purchasing the store products. From the backend, the admin can check the complete transaction details about the credit points system.

 Highlighted Features

 Group credit

The admin can assign credit to customers' group.

 Particular customer credit

The admin can assign the credits to a particular customer.

 Transaction details

Admin can view all credit transaction details.

 Pay via online/offline method

The customer can use the online/offline methods to pay for the credit.

 Module Configuration

After installation, the admin can manage customer group credit limit and also can configure Webkul credit system -

  • The admin can assign credit to customer groups.
  • The admin can delete the assigned group credit amount.
  • The admin can change the assigned credit amount.
  • The admin can enable/disable the Webkul credit system.
  • The admin can set the payment method title.
  • Allow to admin select specific country for the payment through assigned credit
  • The admin can select payment methods to pay back the credit amount.
  • The admin can set the sort order for the payment method.
Module Configuration

 Credit Details

The admin can view customer group credit details of the customers in the Credit Management -

  • The admin can view all Customer Name list
  • The admin can view the total amount of each customer
  • The admin can view the remaining amount of each customer
  • The admin can view the used amount
  • The admin can view the date of the new transaction
  • The admin can use the filter to find the desired customer's details.

The admin is able to view individual customer details like- transaction Id, amount, transaction type, the base amount (calculate according to base currency), transaction date.

 Credit Details

 Particular customer credit

The admin can manage the credit of the particular customer and can view the customer details -

  • The admin can assign a credit to a particular customer
  • The admin can change the assigned credit
  • The admin can view used credit of a particular customer
  • The admin can view remaining credit of a particular customer
  • The admin needs to mark the check-box to use the particular credit limit.

The admin also able to see transaction information for the credit amount which is assigned to a particular customer like - transaction Id, transaction date, transaction type(debit or credit), transaction currency and transaction amount.

 Particular customer credit

Customer end

The customer can manage his/her credit from the front-end and view all transaction details of credits -

  • The customer can see the credit balance( remaining credit amount ) and the amount to pay.
  • The customer can pay used credit amount from the front-end.
  • The customer can use the online/offline methods to pay for the credit.
  • The customer can purchase the products through the Webkul credit system.
  • The customer is able to see this payment method in the order details.
  • The customer can view total order amount, available credit, remaining credit on the checkout page.

The customer can view all transaction details like - reference/transaction ID, transaction type ( debit/ credit), amount, and transaction Date.

 Customer end

 Features List

  • Admin can assign credits to a customer group.
  • Admin can assign credits to individual/specific customers.
  • Customers can see their assigned credits in customer dashboard.
  • Admin can view all the transactions done by the customer via credit system.
  • A customer can purchase the product by using their assigned credits.
  • A customer can pay for the credits using an online payment method.
  • A customer can see the entire transaction history in a customer account.

 Support

For any issue related to this module, please create a support ticket here at - https://webkul.uvdesk.com/en/customer/create-ticket/ or send an email to support@webkul.com

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Cloud

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In our default configuration we will provide tremendous configuration for your eCommerce Website which is fast to load and response.
Default Configuration Details of Server -
  • 1 GB RAM
  • Interactive Banners
  • 1 Core Processor
  • 30 GB Hard Disk
  • RDS or DB with 1 GB RAM
Want to know more how exactly we are going to power up your eCommerce Website with Cloud to fasten up your store. Please visit the Cloudkul Services.

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Customization

Module code is completely open that means anyone can customize the code as per his / her need , as the developer of the module we also provide customisation and development of the module please contact us for module customisation (Paid Service)
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Changelog

  • + Features
  • - Bugs
Version 2.0.0
  • + Admin can assign credits to a customer group.
  • + Admin can assign credits to individual/specific customers.
  • + Customers can see their assigned credits in customer dashboard.
  • + Admin can view all the transactions done by the customer via credit system.
  • + customer can purchase the product by using their assigned credits.
  • + customer can pay for the credits using an online payment method.
  • + customer can see the entire transaction history in a customer account.