Store Wallet and Cashback

You can view and manage customers wallet details by navigating to WooCommerce > Wallet & Cashbacks > Customer Wallets. Here, you can create new wallet data and manage all the data created before, with some options like 

• Create new wallet data
• View existing entries 
• Implement Bulk Actions
• Filter wallet information 
• Search data in the log

Filter:
Wallet data can be filtered using the following options:

• Select one: Choose an option in a dropdown, such as “less than,” “more than,” and “between.” 
• Amount From: Filter a minimum amount of wallet balance, which will be applied as a filter when retrieving results. 
• Amount To: Filter a maximum amount in the wallet. More specific. 

Sort Grid

• User Name: Filter wallet data using the customer’s name for efficient tracking of customers.
• ID: Filter by user ID when wishing to retrieve specific entries. 
• Location: Filter by location to get wallet data according to the customer’s location.
• Orders: Filter by the number of orders made by the customer.
• Wallet Balance: Wallet entries can be filtered by balance—either high or low
• Last Order: Filter by the date of the customer’s latest order. 

Date: Filter the wallet data by the date it was created or updated.

Add New Wallet Data: You can choose to add a new customer wallet data by clicking on “Add New Wallet Data”. 

Click on any customer to view wallet details like recent transactions, expiry and more.

You can perform credit or debit transaction on customers wallet to either increase or decrease their wallet balance respectively. While adding new transaction you can also include transaction note for customer and add its expiry date if needed.

You can manage customers cashback rules by navigating to WooCommerce > Wallet & Cashbacks > Cashback Rules. Here you can view list of created cashback rule and create new one as well.

• Title:  Display the title of the rules.
• Cashback for: Display the target of cashback. 
• Cashback type: Show the type of cashback, such as fixed or percentage.
• Cashback Amount: Display the exact value of the cashback amount based on the selected type.
• User role: Display the user role, such as admin, retailer, or wholesale customer, etc.
• Start Date: Show the activation date of cashback.
• Expiry Date: Show the expiry date of cashback.

Date: Show the created date of cashback.

Navigate to WooCommerce > Wallet & Cashback > Cashback Rules and click the “Add New Cashback Rule” button at the top.  After clicking “Add New,” you will see a new page where you have to provide the mentioned information: 

Add title: You can add the title or label of cashback.

Cashback type: You can choose to setup cashback based on following 5 conditions, 

• Product purchase: Cashback when customers purchase specific products or categories
• Wallet recharge: Cashback when customer deposit funds to their store wallet
• Cart subtotal: Cashback based on the current orders’ cart subtotal
• Last purchase subtotal: Cashback based on existing last purchase order subtotal
• Purchase history: Cashback based on the lifetime amount spent by the customer in your store

Cashback amount type: Choose between a fixed cashback amount or a percentage of the product price. In case of percentage amount, the cashback will be awarded based on product price, cart total, order history or wallet recharge amount depending on cashback rule type you have selected above.

Min/Max cashback limit: Incase of percentage cashback, you can set the minimum and maximum cashback amount that should be award to a customer.

Cashback message: You can choose to add custom message to display on product or cart page to inform customers about cashback offer. You can customize message using different variables.

User Role: Define which customer roles can receive the cashback. This enables you to setup cashback rewards based on customer types like VIP, B2B, Wholesale and more.

Start & Expiry Date: Set the time period during which the cashback offer is valid.