Scrip Manager calculates order credits in two steps to keep your accounting accurate. Credits are first estimated when an order is placed, then recalculated when the order is filled to reflect the actual inventory used.
- Step 1 — Order placed: Credits are calculated using the credit and org credit percentages stored on each gift card.
- Step 2 — Order filled: Credits are recalculated using the credit and org credit percentages stored on the specific inventory units used to fill the order.
The example below shows an order for two gift card types, where the Best Buy inventory was purchased at a higher credit rate than the gift card's stored default.
Step 1: Order placed
When an order is placed, the credit and org credit are calculated using the percentages stored on each gift card.
Order details:
| Gift Card | Amount | Credit | Org Credit |
|---|---|---|---|
| Best Buy(25) | $300 | $6 (2%) | $6 (2%) |
| Target(25) | $100 | $2 (2%) | $2 (2%) |
| Total | $400 | $8 | $8 |
Inventory before fill:
| Gift Card | Quantity | Credit | Org Credit |
|---|---|---|---|
| Best Buy(25) | 12 | 3% | 2% |
| Target(25) | 4 | 2% | 2% |
Step 2: Order filled
When the order is filled, the credit and org credit are recalculated using the percentages stored on the specific inventory units used. This ensures the amounts posted match what was actually paid for the inventory.
By default, orders are filled from the oldest inventory first.
Order details:
| Gift Card | Amount | Credit | Org Credit |
|---|---|---|---|
| Best Buy(25) | $300 | $9 (3%) | $6 (2%) |
| Target(25) | $100 | $2 (2%) | $2 (2%) |
| Total | $400 | $11 | $8 |
Inventory after fill:
| Gift Card | Quantity | Credit | Org Credit |
|---|---|---|---|
| Best Buy(25) | 0 | 3% | 2% |
| Target(25) | 0 | 2% | 2% |
The Best Buy inventory was purchased at a 3% credit rate — higher than the 2% stored on the gift card — so when the order was filled, the credit recalculated from $6 to $9. The Target inventory matched the stored rate, so its credit stayed the same.
You can adjust the credit and org credit splits on individual inventory units, and reorder the fill priority, on the Current Inventory page.