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Shared structure credit balance for collaborative relays

Shared structure credit balance for collaborative relays

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    • RELEASED IN V2.4 Managing corporate partners centrally around the structure and want to provide easy collaboration for its relays? A new option is available to allow relay contacts to view and utilize their parent structure's credit balance directly during the checkout process, instead of there own.

    Solution

    By default, relays will see their own credit balance. With the new option, relays will be able to view and use the credit balance of their structure instead of their own. This comes in handy when the accounting relationship with corporate partners is centered around the structure, instead of a specific relay.

    Getting started

    To activate the shared credit note capability for corporate relays, configure the following setting on your point of sale (POS):

    • POS parameter: Allow using the credit balance of the structure

      • True/Enable: Logged-in relay contacts can view and pay using their structure's credit note.

      • False (Default)/Disable: The structure's credit balance remains hidden and unavailable to relays.

    Once activated, relays can view their parent structure’s available credit balance right on the homepage. During the payment step, a simple "Use my balance" checkbox allows relays to quickly apply the structure’s credit note toward their order total.