# Create an User/Store Credit

Log in to Chord OMS&#x20;

Click Users &#x20;

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZOhKrPOSMNKjikagjE%2Fimage.png?alt=media\&token=6d968493-0e1c-4880-93e8-daac7035e8bb)

Click **New User**

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZOuxjWZ6ct2c_6doAA%2Fimage.png?alt=media\&token=0fbeaccf-8dd8-4d2c-87f8-913423f5055b)

Provide **Email** and **Password** and select the Role you want that user to be affiliated with and click **Create**&#x20;

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZOvNCjZF5qzbkp-iGy%2Fimage.png?alt=media\&token=9861e6ca-a238-4878-a979-da73b4b1aac3)

Roles can be defined

Once your user is created you will be able to add both Billing and Shipping address (not required)&#x20;

When you create a new address for a user fill in information and click **Update**&#x20;

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZP0YQ_T2g53iJkTsTH%2Fimage.png?alt=media\&token=fa377b11-3fb6-40d2-9f5a-5e19d96a773a)

When a **Customer** places an order with a registered email you will be able to see their **Order History** right here - Clicking on the Order ID will direct you to the full order&#x20;

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZP0CGZWlc3kyAF5KZt%2Fimage.png?alt=media\&token=4dbda954-05b3-4647-a103-6770ff20358b)

You can see all items that this **Customer** has placed YTD in the **Items** tab

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZP00QJb9aabSy2OP08%2Fimage.png?alt=media\&token=b523d10f-faed-4354-9a06-af7718405b89)

Click on the **Store Credit** tab. You can create Store Credit for any given **Customer** to use on your site.&#x20;

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZP4Sa7gWGoNRZ8dRcS%2Fimage.png?alt=media\&token=fecead13-c7ab-45a3-8af3-7792c7b8142f)

Provide the **Amount** and the **Currency** the reason why "**Credit Type**" and an optional note if necessary and click **Create**&#x20;

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZP4qB8F3rm4bsGotZe%2Fimage.png?alt=media\&token=db782686-2b7c-47d5-9893-f6d40bde1472)

Credit has been applied and displays as such. You can click the Edit icon below Invalidated and you can either **Void** (Invalidate) the Credit or **Change** the Amount&#x20;

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZP686OwoLBgFCNn6YX%2Fimage.png?alt=media\&token=b33f2833-10f5-4cad-a345-ab3b67dd002d)

![](https://1697094720-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZD-D2jYKMr07kK-J1F%2F-MZNuwhNH0Gti2u5aiNp%2F-MZP6ePxigJftS4GnkNL%2Fimage.png?alt=media\&token=1de73e09-4bde-4e7c-b654-8726adec3bad)

note: When a **customer** places an order, if they have store credit, the **amount** will automatically be deducted at checkout if they're using the same email address.&#x20;
