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Store sign-in
Each store logs in to submit and track its own credit requests.
Enter the store passcode provided by the office.
Facing 1 — Store Credit Request
What the store person fills out. Pick a credit type and only the fields that type needs appear; the reason for the credit goes in Description / notes. On submit it drops into the tracking system (today: the SharePoint sheet).
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Office sign-in
Review every store's credit requests here.
Office access only.
Office Review — Summary
Open credit by type. Click a credit type to open its detail log.