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POS Order Return for WooCommerce

The main concern of any E-Commerce site is customer satisfaction. The customers will only return if they find that the products and services of a site are satisfactory.

If for some reason a customer does not find any product satisfactory, then the site owner should allow a refund to their customer.

Not only a normal site owner, but POS users can also generate a refund for the customers. The POS Order Return for WooCommerce facilitates the POS user to create refunds if in case a customer returns an order or products.

As soon as a POS user generates a return for an order, the order status alters to refunded and the inventory of the products of the order is updated, automatically.

The POS user can either make a complete refund or refund some part of the cash, as per the requirement.

POS Order Return is an expedite process of providing refunds which will enhance the user experience. It will also initiate a healthy relationship with the customers and develop a trust factor amongst the customers.

NOTE: 

  • POS Order Return for WooCommerce is an add-on for WooCommerce POS System. To use this add-on, you must install the WooCommerce POS System.
  • The POS system will work with devices having a 1280 screen resolution or above. Currently, we are working on to make the POS work with up to 768 screen resolution and above.
  • For mobile devices – the user needs to develop the POS application for mobiles accordingly. For mobile application development, you can contact our mobile development team at support@webkul.com.

Features

  • POS users can generate refunds for the customers.
  • The status of the order which the POS user refunds alters from ‘completed’ to ‘refunded’.
  • A POS user can either refund the complete amount or partial amount, as per the requirement.
  • It generates invoices for the orders which the POS user refunds.
  • A refund can be generated for order only once.
  • The product inventory is updated automatically, as the POS user generates a refund for an order.
  • Admin can view the updated product inventories under the Outlets section.

Installation

The user will get a zip file which needs to be uploaded in the “Add New” menu option in the WordPress admin panel.

For this login to WordPress Admin Panel and in the Dashboard hover your mouse over the “Plugins” menu option select the “Add New” option.

After this, the user will see an option on the top of the page that is “Upload Plugin”, click the option to upload the zip file.

On clicking the “Upload Plugin” option, the user will see a “Choose File” button. Click on the button to browse for the zip file as per the image below.

After browsing the file, click on the “Install Now” button so as to install the plugin as per the snapshot.

Once the user installs the plugin, a message “Plugin installed successfully” displays and an “Activate Plugin” is visible to activate the plugin. The user needs to click on the “Activate Plugin” button to activate the plugin.

Placing Orders with POS

The POS user will log in to the POS store. A pop will display where the user will have to enter the “opening amount for the cash drawer” as shown in the image below.

On adding the opening cash drawer amount the pos user can choose products to purchase from the POS store. The user needs to add the products to cart and proceed to make payment.

By simply clicking on the “Pay” button the POS user can pay for the orders.

The user can either pay using a card or pay via cash.

Once the user makes the payment a success message “The order has been successfully placed” will display and the user can also print the invoice for the order.

The invoice for the order which the POS user places will display as shown in the image below.

In the admin panel, the admin can navigate through WooCommerce POINT OF SALE > Outlets.

Under Outlet List, the list of outlets will display. The admin can ‘Edit’ the outlet and view the inventories for the products.

The admin allocates a specific inventory for each product in the outlet.

When an order is placed by the POS user, the inventory of the products which the user purchases is decreased.

For instance, in the image below, the POS user has bought 5 Beanie and 3 Belts. The initial inventory for Beenie was 99 and that of Belt was 100.

The Assign POS Stock displays the decrease in the inventory depicting that user has made a purchase.

POS Order Return Workflow

POS Order Return is another interesting feature which allows the POS user to conduct a refund process smoothly.

The POS user will have to navigate through Order > Sale History and view the list of orders which the user places. The user can also search for orders by entering the order id.

In order to refund an order, the POS user will have to click on the order and click on the “Return” tab.

On clicking the “Return” tab, the order displays in the cart and the user can proceed to Pay. This the “Pay” button will refund the amount of the order.

As the user clicks on the “Pay” tab, it redirects the user to the Payment page as shown. The POS user can choose to pay the complete amount or amount less than the total amount as refund.

When the user makes a payment, a success message “The order has been successfully placed” shall display. The user can choose to print the invoice for the refund as shown in the image below.

The invoice for the refund will display as shown in the image below. It will display the amount which the user refunds for the order.

In the admin panel, the admin can view the ‘Status’ for a particular ‘Order’ under Woocommerce POINT OF SALE > Pos Orders.

For instance, in the image below, the ‘Status’ for the Order Id #93 changes to “refunded”.

The admin can click on the order id under Order menu and “Edit the Order”. 

The admin can also edit the order under WooCommerce > Orders. The details of the order for the respective order id is visible to the admin as shown in the image below.

Inventory Management- After a Refund Process

Under WooCommerce POINT OF SALE > Outlets, the admin can click on the outlet present in the Outlet List and view and manage the product inventory as shown in the image below.

The inventories of the products which the POS user refunds will update automatically in the Outlet.

In the image below, one can see that the inventories for Beanie and Belt have been updated as soon as the POS user refunds an order.

That’s all for the POS Order Return for WooCommerce. Still, have an issue feel free to add a ticket and let us know your views to make the module better webkul.uvdesk.com

Current Product Version - 1.0.0

Supported Framework Version - WooCommerce 3.0.x, 3.1.x, 3.2.x, 3.3.x, 3.4.x

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