Restrict to specific sales channels

You can now restrict a store credit cashback configuration to apply only to certain sales channels—such as your Online Store, POS, or Draft Orders.

This feature is especially useful if you offer different rates or promotions depending on where the order is placed.

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💡 Example Use Case

Let’s say you want to offer:

• 5% cashback on all purchases made through your POS (Point of Sale) system, and

• 3% cashback for purchases made through your Online Store.

This setup helps you provide different incentives based on the type of customer or sales environment. For example, if you’re a coffee roaster who sells beans online and ready-to-drink coffee through POS, you might want to reward your in-store customers with a higher cashback rate.

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🧩 How to Set It Up

1. Open or Create a Configuration Go to your cashback configuration in the Dollarback app. By default, all configurations apply to all sales channels.

2. Enable Sales Channel Restrictions Expand the “Restrict config to specific sales channels” section.

3. Select Applicable Sales Channels

   • Choose one or more sales channels (e.g., Online Store, POS, Draft Orders) where this configuration should apply.

   • If no channel is selected, the configuration applies to all sales channels.

4. Save Your Changes

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🧪 Example: Restricting Cashback to Online Store

Let’s say you set up a 10% cashback configuration restricted only to the Online Store.

• If an order is created via POS or as a Draft Order, it won’t trigger any cashback.

• If the same order is placed through the Online Store, the cashback will apply as expected.

Test it yourself:

1. Create or duplicate a draft order.

2. Mark it as “Paid.”

   • You’ll notice no store credit is awarded (since draft orders were not included).

3. Go back and try placing the order through the Online store

4. Now you’ll see store credit applied successfully.

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🧾 Combining Multiple Configs

You can create multiple configurations for different sales channels:

• POS Cashback: 5% restricted to POS

• Online Cashback: 3% restricted to Online Store

This allows you to run independent cashback rules for each channel without overlap or conflict.

If there are overlaps, the best config is given as cashback to the customer.

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✅ Summary

Scenario	Cashback	Sales Channel
POS Purchase	5%	POS only
Online Purchase	3%	Online Store only

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💬 Need Help?

If you have questions or need assistance setting this up, feel free to reach out to our support team — we’re always happy to help!