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.
- POS Order Return for WooCommerce is an add-on to the 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 & above.
- If POS discount was applied then the order will get refunded completely instead of each items.
- 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 firstname.lastname@example.org.
- POS users can generate refunds for customers.
- POS user can generate refund receipts.
- 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.
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.
The user can either pay using a card or pay via cash.
In the admin panel, the admin can navigate through WooCommerce POINT OF SALE > Outlets.
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, reduces.
For instance, the POS user adds the following products in the POS order- Premium Quality 2 and the Woo Album #2. The initial inventory for Premium Quality was 99 and that of Woo Album #2 was 100.
The Assign POS Stock displays the decrease in the inventory depicting that the user has made a purchase.
The quantity of Premium Quality decreases to 97 and that of the Woo Album #2 decreases to 99 as shown in the image below.
POS Order Return Workflow
POS Order Return is another interesting feature which allows the POS user to conduct a refund process for the customers quite 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 as shown. On clicking the “Return” tab, the order displays as shown and simply click on the ‘Return’ tab. This process shall refund the amount for the selected order.
The POS user can view the update in the price for the respective order once the refund process completes.
The POS user can easily generate a refund receipt by navigating to Orders and then tapping on the particular placed order.
After that, tap on Return tab. Now, choose the product to return( you can also choose to Restore the product Quantity as required) and then tap the Return Tab at the bottom.
Now, tap on the Print Invoice button to generated the refund receipt.
The refund receipt gets displayed and can be printed thereafter as required by the POS user.
Workflow: In the Admin Panel
In the admin panel, the admin can view the ‘Status’ for a particular ‘Order’ under Woocommerce POINT OF SALE > Pos Orders.
For instance, the ‘Status’ for the Order Id #120 alters to “refunded” as shown in the image below.
The admin can click on the order id under Order menu so as to “Edit the order”.
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
The inventories of the products which the POS user refunds will update automatically in the Outlet.
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 at our HelpDesk System.
Current Product Version - 1.1.1
Supported Framework Version - WooCommerce 3.0.x, 3.1.x, 3.2.x, 3.3.x, 3.4.x, 3.5.x, 3.6.x