Create an employee credit
Manage and track credits that an employee shopper is allocated to in Shopping Hub, by creating an employee credit. If a credit already exists, allocated to an employee, it shows up as a payment option in Shopping Hub, and is created as a cost allocation entry at the backend.
Before you begin
Role required: sn_shop.shopping_hub_admin
About this task
You can create a credit for an employee shopper from Shopping Hub.
Procedure
Navigate to All > ShoppingHub > Manage Employee Credits > Allocated Credits.
Select New.
On the form, fill in the fields.
Field Description Credit name The name you assign to an employee credit. This is visible to the shopper who is assigned the credit. Number Unique identifier for this credit. Description Additional information about the credit. This is visible to the shopper who is assigned the credit. Allocated to Search for and select the user who this authorized to shop with this allocated credit. Responsible cost center The cost center responsible for the user you selected in the Allocated to field. This is auto-populated and read-only. Amount allocated The amount of credit a shopper is allocated to spend. Expiration date The date after which a credit allocated to a shopper is no longer valid. Payback options The number of paycheck periods an employee is allowed to pay back costs in excess of the allocated credit amount. Restrict Use to Categories Search for and select the categories for which employee credits can be used to purchase products in the category. You must select a value for either the Restrict Use to Categories or Restrict Use to Products fields to create the record. Restrict Use to Products Search for and select the products for which employee credits can be used to purchase products related to the product model. You must select a value for either the Restrict Use to Categories or Restrict Use to Products fields to create the record. Status Specify the current status of a credit. The options are Pending Purchase, Credit Consumed, and Credit Expired. If you save the status as Credit Consumed or Credit Expired, the form becomes read-only. Allocated Specifies how the employee credit was allocated. The options are Manually and By Credit Allocation Rule. Allocated by The employee who created and allocated the credit to another employee. This field is required if credit allocation is done manually. Credit allocation rule The rule that generated this employee credit. This field is visible only if allocation is done through a credit allocation rule. Select Submit.
Parent Topic:Using Shopping Hub