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Return Wizard Return Adjustment Options

 

Return adjustment functionality in the Return Wizard can be used to credit customers sales tax and order-based fees or shipping.  The two methods are detailed below.

 

NOTE: Only use the Return Wizard Return Adjustment options if no other adjustments have been made against the order. For example, if a line item or shipping adjustment has been made against the order, credit the customer, under the Billing tab of the Order Manage (see Price Adjustments).

 

Sales Tax Credit

This scenario describes how sales tax or order fees can be credited to an order when full payment has been received using the Return Adjustments feature in the Return Wizard.

 

Step

Action

1

Open order in Order Manager and click on the Return tab to launch the New Return Wizard.

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2

The Sales Tax to be credited is $3.50.Click on the Add New button under the Return Adjustments.

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3

  • Enter the amount and mark as Increase.

  • Select a Type from the drop-down (this list can be customized via Technical Configuration > Return Adjustment Types table).

  • Enter a Description of purpose.

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4

The Adjustment is listed and the amount is populated for credit. Click the Next button.

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5

The amount is populated against the originating payment type. Uncheck and select a new type if needed. Click the Next button.

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6

Click on Process Return to credit the customer.

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7

The original order Transaction Summary cites the return and the balance remains at zero.

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Shipping Credit

This scenario describes how shipping fees or shipping tax can be credited to an order when full payment has been received using the Return Wizard.

 

Step

Action

1

Open order in Order Manager and click on the Return tab to launch the New Return Wizard.

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2

The Shipping to be credited is $12.00.Click on the $12.00 link.

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3

  • Enter the amount.

  •  Click on Adjust Price.

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4

The shipping amount to be refunded is populated for credit. Click the Next button.

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5

The amount is populated against the originating payment type. Uncheck and select a new type if needed. Click the Next button.

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6

Click on Process Return to credit the customer.

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7

The original order Transaction Summary cites the return and the balance remains at zero.

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NOTE: If yo need to change the shipping method based on the shipping return reason, that is done under the order's Shipping tab.

 

 

 

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