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Returns and Refunds

Returns and Refunds​

Slide 74

Configuration Topics​

  • Reasons - Receipt Return (reasons required when processing a receipt-based return); Item Return (reasons required when processing an item or non-receipt return)
  • Tenders - Tender Return Rules (rules governing which tenders can be used for refunds); Value Limit Rules (limits on the value of refunds by tender type)

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand Receipt Returns and the configuration required to support them
  • Configure return reasons including customer data capture settings
  • Understand Item Returns and Non-Receipt Returns
  • Configure item return reasons and the refund credit menu
  • Understand Tender Return Rules and Value Limit Rules

Practical Exercises

  • Exercise 41 - Receipt Return Reason
  • Exercise 42 - Item Return Reason

Exercise 41 - Receipt Return Reason​

  1. Open Reasons; Create: Region - UK; Reason Type - Receipt Return; Reason ID - RR-TRAINx; Create
  2. Enter: Description - TRAINx Receipt Return
  3. Return Tab: Effect on Inventory - Available; Return within Days Limit - 15; Print Signature Slip - tick
  4. Save

Exercise 42 - Item Return Reason​

  1. Open Reasons; Create: Region - UK; Reason Type - Item Return; Reason ID - IR-TRAINx; Create
  2. Enter: Description - TRAINx Item Return; Capture Customer Name and Address - tick
  3. Return Tab: Effect on Inventory - Returned; Offer Return Slip - tick
  4. Return Price Tab: Enable Lowest Return Price Lookup - tick; Lowest Price Period - 90; Price Types - Retail Unit - tick
  5. Applicable Tenders Tab: Credit Note - tick
  6. Save

Further Reading​

For additional information and further reading on Returns configuration, please see the following guides:

DocumentDescription
How to: Configure ReturnsConfiguring return reasons, tender return rules, and value limit rules