Creating a Customer Return Manually
When you are notified by a customer that they are returning an item you should record the request on the customer record. Cloud Commerce Pro can also send the customer an automatic return confirmation with instructions for return if required.
This guide contains instructions for creating the return record (usually done when the customer notifies you they wish to return) and another guide also will show you how to process the return when it arrives back in your premises.
1. Go to the customer section
Locate the customer who wishes to return an item by entering the customers section.
2. Search for the customer
Search for the customer and click on their name to load the customer account.
3. Select the order
Select the order that contains the items the customer wishes to return.
4. Click on the enter returns button
Once the order loads select the “Enter Returns” button to start the returns process.
5. Enter the quantity
A screen is displayed showing all the items from the order. Select the item and enter the quantity of items to be returned.
6. Select the returns reason
You can choose a returns reason from the list. This helps for reporting purposes later. More reasons can be added to the list if you require.
7. Enter a description (Optional)
You can enter a returns description by clicking the “Description” button.
8. Save the description
Enter your return reason and click save.
9. Click Save to create the return
Click the save button to exit the return process and save the return record.