In this article, we will go through step by step, from creating a new return reason to proceeding with return action on an order.
Choosing a Workspace
Option 1: Selecting an Existing Workspace
Browse through the list of workspaces displayed.
Use the Search Bar at the top to find a specific workspace by typing its name.
Identify the workspace you want to work on (e.g., "Alexander Event" as highlighted in the image).
Click on the workspace card to select and access it.
Navigate the Return Reasons Tab
Under the Badges category, locate and click on Refund Reasons.
This will open the Return Reasons Tab, where you can view and manage Return Reasons-related data.
Adding New Return Reason
Click on the + New button to open the affiliate link creation form.
This page allows administrators to create and manage return reasons, which can be used to streamline and categorize return processes for orders.
Fields
Name
Description: Enter the reason for the return (e.g., "Accidental Order," "Damaged Product").
Mandatory: This field is required to proceed.
Status
Description: Set the return reason status.
Options:
Active: The return reason is available for use in the system.
Inactive: The return reason is temporarily disabled and unavailable for selection.
Actions
Save: Confirms the creation or update of the return reason and applies it to the system.
Cancel: Discards changes and exits the page without saving.
Testing the Return Process
Steps to Access and Choose an Order for Return Processing
Navigate to the Orders Section
From the left-side menu, select "Orders" under the "Badges" section. This will open a list of orders associated with the event.
Select the Relevant Order
Identify the order you wish to process for a return. Click on the order ID (e.g., "R536590631") to view its details.
Access the Returns Tab
In the order details view, navigate to the "Returns" tab located in the top navigation bar. This tab displays all return-related information and actions for the selected order.
Initiate a Return
Click the "+ Add Return" button in the top-right corner of the screen to begin the return process for the selected order.
Add New Return To An Order (Return Info)
This screen allows administrators to initiate a new return process by selecting the products and quantities to be returned:
Order Products Table: Displays details such as product name, status, quantity purchased, and returnable quantity.
Administrators can specify the number of items being returned using the "Return Quantity" field.
The Pre-Tax Refund Amount is auto-calculated based on the selected quantity.
Return Reason: A mandatory dropdown where administrators must select a predefined reason for the return (e.g., damaged item, incorrect order).
Memo Section: Optional field for adding notes or comments about the return. This can be used to document specifics about the return request.
Save Button: Once the return details are completed, clicking "Save" proceeds to the confirmation step.
Confirm Return
This pop-up confirms the return details and finalizes the process:
Acknowledgment Checkbox: Administrators must acknowledge that the action cannot be undone.
Save & Continue: Clicking this button confirms the return request, removes the items from the customer’s access, and returns them to inventory.
Cancel Button: Allows the administrator to review or make changes before confirmation.
Reimbursement Tab
This screen will automatically pop up after you confirm the return to manage the reimbursement process for the selected return:
Items to be Reimbursed: Lists the selected products included in the return, showing the quantity.
Pre-tax Amount: This field allows admin to input the amount eligible for reimbursement before taxes are applied. This field is editable and includes built-in validation to prevent incorrect entries. If the entered value exceeds the total amount of the return, an error message will prompt the admin to correct it.
Preferred Reimbursement Type: Specifies the method of reimbursement.
Calculated Reimbursements: Displays a summary of the total reimbursement amount based on the selected items.
Reimburse Button: Clicking this proceeds to confirm the reimbursement details.
Confirm Reimbursement
This pop-up finalizes the reimbursement action:
Acknowledgment Checkbox: Administrators must acknowledge that the reimbursement action cannot be undone.
Reimburse Button: Confirms the reimbursement and completes the return process.
Cancel Button: Returns to the previous screen for adjustments if needed.
Return Reimbursement Summary
This page provides a detailed summary of the reimbursement process for the completed return.
Sections:
Items to be Reimbursed
Name: Displays the product(s) being reimbursed (e.g., "Riyadhseason Pro").
Return Quantity: Indicates the number of reimbursed units (e.g., 3).
Pre-Tax Amount: Shows the total pre-tax refund amount calculated for the returned quantity (e.g., $300).
Preferred Reimbursement Type: Lists the chosen reimbursement method "Default".
Calculated Reimbursements
Reimbursement Type: Specifies the reimbursement method applied "Default".
Amount: Confirms the total reimbursement amount (e.g., $300).
Purpose:
This page serves as the final verification and documentation of the reimbursement process, ensuring that all details are accurately captured before completing the return process.
Tips💡
When Completing the return, the number of badges will be returned to the currently available ones, ready for purchase.
If all items in an order are returned → the order status becomes: Returned
Whenever a return is initiated, a new record is added to the returns list automatically.
To learn more about the refund process and which action will serve your purpose, read through this article.
To learn more about the orders management, read through this article.