Credit management
€290.00*
Available in the Shopware Community Store!
Icon: Self Hosted / Cloud
Icon: Shopware Version (5 / 6)
Kompatibilität: mind. SW 5.x.x
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Do you want to offer vouchers for your customers in your online store? Or do you need a solution for the management of your vouchers? Then our app "Credit management" supports you optimally in the management of the voucher credits.
Purchase a voucher
When creating the credit, the value retention is automatically activated. This allows your customer to redeem the credit piece by piece and does not have to redeem it completely in one order. Your customer will not only receive the voucher code by e-mail, but it will also be displayed in the customer account under "Credit codes"
If you want the credit to be valid only for 3 years, you can specify this in the app settings. After the 3 years, the voucher will no longer be accepted in the store. So that your customers are always informed how long the credit is valid, you can set the option "Show expires at date in checkout" in the app.
Redeem voucher
All transactions related to the credit are visible at a glance in the "Balances" section. For example, if the credit is used for an order, the order number appears in the "Comment" column.
Create voucher manually in admin area
All settings such as value retention and expiration date can be recorded. The amount of credit can be set variably and provided with a comment. In the admin area it is possible to load a credit as well as to reduce the credit.
- The credit in our app is considered tax neutral, i.e. no VAT is due for it, neither when purchasing nor when redeeming the credit.
- The app currently only works with one currency. If you use more than one currency in your store, please contact us.
- If a refund of the credit/voucher takes place, the credit must be manually invalidated again. This is not done automatically by the app!
Shopify-Modus
Normally, when exporting the voucher data from Shopify, only the last 4 digits are displayed for the voucher code. You can enter the existing vouchers and activate the Shopify mode for these vouchers. If a customer now wants to redeem a Shopify voucher, the app checks whether the last 4 digits and the total length match.
If more than one voucher code stored in the credit management can apply, the vouchers without Shopify mode always have priority.
Possible uses of the "Credit management" app
- voucher
- debit card
- prepaid card
| Compatibility: | min. 6.4.x.x |
|---|---|
| Shopware Version: | Shopware 6 |
| Useable in: | Self-Managed |
If you sell vouchers with a time limit, the expiration date can be displayed to your customer in the store.
Use this if you have no ERP-System to change the appearance of sums in administration.
Activate this option if only the credit field is to be displayed in the shopping cart / off-canvas shopping cart.
Deposit here your products that you use to offer credits.
Set the maximum value of your credit that customers can buy.
Decide if the credits should have a maturity date.
Define the length of the credit code.
Decide whether the credit code should have separators.
Define the separator to be used here.
Define after which number of characters the separators should be included in the code.
This setting may only be changed if you know exactly what you are doing! The standard tax rate for vouchers is set here.
- Install and activate the app.
- Create at least 1 product that will be used to purchase credits.
- Assign the product(s) in the app settings.
- Check the flow with the trigger "lenz_credit_management.buy_credit_charged" and adjust it if necessary so that the mail is sent to the customers.
- Set up the cronjob bin/console lenz-platform-credit-management:charge-buy-credit.
Scheduled tasks are not executed reliably at a certain time. However, we want the vouchers to be sent to the customer as soon as possible, so we use the console command.
IMPROVEMENT | Credits can now be assigned to customer and displayed in account.
IMPROVEMENT | Credits can now be assigned to customer and displayed in account.
BUGFIX | Removed foreign key 'fk.lenz_credit_management_credit.order_line_item_id'.
BUGFIX | Shopware 6.5 template adjustments.
TASK | Compatibility with Shopware 6.5.
Requirements:
- The app now requires at least Shopware version 6.5.0.0.
- Manual tasks in mail template "LENZ Creditmanagement: Send credit code": Add "templateData." in front of all variables in Subject, Sender, Text, HTML. Examples:
- {{ credit.code }} -> {{ templateData.credit.code }}
- {{ order.orderNumber }} -> {{ templateData.order.orderNumber }}
- {{ order.orderNumber }} -> {{ templateData.order.orderNumber }}
- {{ salesChannel.translated.name }} -> {{ templateData.salesChannel.translated.name }}
- {{ order.orderCustomer.firstName }} -> {{ templateData.order.orderCustomer.firstName }}
- BEFORE UPDATING TO SHOPWARE 6.5.0.0, deactivate the app, then update, then activate.
TASK | Added UTF-8 content type to default voucher document.
IMPROVEMENT | Added route to preview credit document (/lenz-credit-management/buy-credit/test-pdf).
IMPROVEMENT | Added option to set from date for credit generatio
IMPROVEMENT | Optimized credit code import command.
IMPROVEMENT | Improved credit generation process + attachment handling.
TASK | Added limit parameter to command ``lenz-platform-credit-management:charge-buy-credit``.
BUGFIX | Fixed constraint fk.lenz_credit_management_credit.order_line_item_id.
TASK | Compatibility with plugins that do not use EntityRepository.
IMPROVEMENT | Tax rate for credit handling can now be selected.
Notice: Please select the 0 % tax rate in plugin settings after updating to this version!
IMPROVEMENT | Added minimal order value for vouchers.
BUGFIX | Fixed bug in order line edit (order creation).
FEATURE | PDF can now be attached to buy credit mail.
BUGFIX | Fixed bug in order line edit.
BUGFIX | Fix order manipulation on frontend.checkout.finish.order and frontend.checkout.finish.page.
IMPROVEMENT | Added order manipulation to mail templates with OrderEntity.
BUGFIX | Added necessary modifications to checkout register page.
IMPROVEMENT | Improved search for credits in Administration.
TASK | PHP 8.1 compatibility.
BUGFIX | Removed "Add-to-basket"-button in listing.
TASK | Added compatibility to pdp cms layouts.
IMPROVEMENT | Added "lenzcreditmanagementbuycredit" to lineItemOfTypeRule.
IMPROVEMENT | Added button to generate code.
IMPROVEMENT | Added option to hide shopware add promotion form.
BUGFIX | Corrected behavior on order editing.
BUGFIX | Corrected behavior on order editing for buy vouchers.
IMPROVEMENT | Added option to manipulate order loading for better SW document usage.
IMPROVEMENT | Show pay sum on documents.
BUGFIX | Use correct if statement on order manipulation.
BUGFIX | Mail templates were not correctly removed on uninstallation.
IMPROVEMENT | Added url as variable in mail template.
TASK | Clarified plugin config description.
FEATURE | Credit can now be purchased as product by customers.
IMPROVEMENT | Added expire date to credit.
IMPROVEMENT | Added import command for Shopify coupons.
IMPROVEMENT | Added rule for type "lenzcreditmanagementcredit".
IMPROVEMENT | Added search for code in administration.
TASK | Added translation in administration.
IMPROVEMENT | Added handling for comma in balance value field.
BUGFIX | Uninstall method removes tables now correctly.
TASK | Code is now a required field.
IMPROVEMENT | Added more informative error messages for credit controller.
TASK | Added missing function visibility.
BUGFIX | Prevent ambiguous error message.