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Direct Return Request

When customers initiate a return request, typically, you can effortlessly retrieve their POS orders and process returns for them. However, in situations where customers cannot provide order information or the system fails to retrieve orders, manual creation of return requests becomes necessary. This article guides you through the process of creating and processing direct return requests without order information.

 

 

Creating a Direct Return Request

You have two convenient options for initiating a direct return request: directly within the "Cart" section or by pinning the feature to your workbench for quick access.

 

Adding a Direct Return Request

To manually add a direct return request, follow these steps:

  1. Go to the Home section in your POS app.
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  2. On the shopping cart panel, click on the ellipsis icon [...] in the upper right corner. 
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  3. On the "Other operation" page, select Add direct return request to create a return record. 
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  4. Search for items or scan product barcodes to add them to the return cart.
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  5. (Optional) To apply discounts, choose individual items in the cart and click Add discount to apply a discount to the specific item. Then, click Save.
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  6. Once items and discounts are added properly, click Refund.
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  7. Choose the refund method and click Complete. The refund request should be processed in just a few seconds.
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  8. To exit the return request page, return to the "Cart" section and click Close.
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The direct return request should be successfully processed, and the quantities of the returned items will be added back to the inventory.

 

Pinning the Feature to Workbench

If you frequently use the "adding return request" feature, you can pin it to your workbench for easy access. Follow these steps:

  1. In the "Home" section of your POS app, go to the Workbench tab and  click Add an image block to access the feature selection page.
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  2. Under the "Shopping cart management related" section, select Close direct return request. 
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The feature is now pinned to your workbench, allowing you to create a return request through this shortcut.
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Managing Direct Return Requests

Direct return requests you create will be documented in the "Order" section of your POS app. Follow the instructions below to view or manage them.

 

Viewing Created Direct Return Requests

  1. Go to the Order section of your POS app.
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  2. Click on the order type and switch to Direct return request.
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  3. Select the returned order you want to check to view its details.
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Generating Receipt for a Direct Returned Order 

  1. Refer to the Viewing Created Direct Return Requests section for accessing a created direct return request. 
  2. Click Receipt and choose how you want the receipt to be processed.
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      • Print receipt: Generate the receipt for printing.
      • Email: Generate the receipt and send it to the customer via email.
      • SMS receipt: Generate the receipt and send it to the customer via SMS.

 

Canceling a Returned Order 

  1. Refer to the Viewing Created Direct Return Requests section for accessing a created direct return request. 
  2. Click Cancel order.
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  3. On the pop-up warning window, click Confirm to complete the cancellation.
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