¶¶Òõ

Skip to main content

Things to Know about Returns/Exchanges

Are product returns/exchanges allowed at any site regardless of the purchase site?

Product return/exchange availability at sites other than the original purchase site is configurable.

The following settings are located in the Ordering Application → Ordering section of Company/Site Preferences:

  • Exchange Availability

  • Refund Availability

  • Return Availability

Are all products at a site allowed to be returned/exchanged?

Return/exchange eligibility is configurable at the product-level.

From the Returns & Exchanges page of the Product List editor, manage the return and exchange settings for a product, including identifying the products that are eligible to be exchanged for this product.

Does the POS require the user to specify a reason when performing a product return/exchange?

Use the POS Reason Codes editor to define reason codes and optionally prompt the user at the POS to select a reason code for the following item types:

  • Exchange Item

  • Order Refund

  • Return Item

Is there a way to enforce a restriction when exchanging products with different prices?

Yes, it is optional to define a price difference threshold (amount of percentage) at which exchanges are restricted.

The following settings are located in the Ordering Application → Ordering section of Company/Site Preferences:

  • Exchange Threshold Level Restriction

  • Restrict Method

  • Max Difference Amount/Percentage

In the event of a product price cut, is there a way to enable customers to get a refund of the price difference?

Yes. It is optional to allow the user to refund a specified portion of the original price of a product. This action can be performed on orders that originated at any site.

The following setting is located in the Ordering Application → Ordering section of Company/Site Preferences:

  • Allow Partial Price Refund

Are all payment types allowed when performing a product return/exchange?

By default, all payment types are allowed when performing a product return/exchange.

From the General page of the Payment Type editor, toggle On/Off the following settings for each payment type:

  • Allowed for Refund

  • Allowed for Return

Which user role permissions relate to product returns/exchanges?

Use the Roles editor to define permissions for roles. The Returns and Exchanges permissions are located in the POS → Ordering section:

Function

Permissions

Description

Returns

Existing Item Return

Allows the user to initiate an item Return when the customer provides a receipt.

Open Item Return

Allows the user to initiate an item Return when the customer does not provide a receipt or any other proof of purchase.

Restricted Return

Allows the user to initiate a Return for an item that has been flagged as a restricted return item.

Exchanges

Existing Item Exchange

Allows the user to initiate an item Exchange when the customer provides a receipt.

Open Item Exchange

Allows the user to initiate an item Exchange when the customer does not provide a receipt or any other proof of purchase.

Override Exchange Threshold

Allows the user to override the item Exchange when the difference in the amount between two exchanging items exceeds the configured threshold.