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.
This module is now compatible with WooCommerce’s new High-Performance Order Storage (HPOS) feature.
Note: POS Order Return for WooCommerce is compatible with POS Thermal Printer.
NOTE:
- 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.
- If POS discount was applied then the order will get refunded completely instead of each item.
- 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.
Check the plugin working at the POS terminal –
Features
- POS users can generate refunds for customers.
- POS users can generate refund receipts.
- Customers can exchange products at the POS. The difference must be paid by the customer.
- POS users can generate receipts for Exchange.
- 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.
Note: This plugin is compatible with dark mode theme.
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 the cart and proceed to make a 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 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, reduces.
For instance, the POS user adds the following products in the POS order- Hoodie with logo and the T-shirt.
The initial inventory for Hoodie with logo was 96 and that of T-shirt was 97.
The Assign POS Stock displays the decrease in the inventory depicting that the user has made a purchase.
The quantity of Hoodie with logo decreases to 95 and that of the T-shirt decreases to 96 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.
Once the Return Process is successful, a success message- “The order has been successfully placed” shall display as shown in the image below.
The POS user can view the update in the price for the respective order once the refund process is completed.
The user can choose to print the invoice for the refund as well.
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.
POS Partial Refund Process
Now the POS person can initiate a partial refund as per the customer’s request. Below is the step-by-step process.
Once the order status is completed and the customer asks for a partial refund then the POS person needs to navigate “POS>Order>Sale History”.
Here, the Point of Sale (POS) staff must select an order whenever they receive a customer request for a partial refund and need to click on “Return”.
After clicking “Return”, the POS staff can choose a specific product based on the customer’s request for a partial refund. They are also required to specify the return quantity for that partial product before clicking on “Return”.
Note: If POS Staff marks the checkbox of “Restore Quantity” then returned products will automatically updated in the stock inventory.
Here the POS staff get a refund success notification and the same they can print invoice.
After successfully initiating a partial refund, here is the order status has been updated as “Partial Refunded”.
Print Return Invoices on Individual or All
Here the POS staff can print return invoices on an individual level or all by simply clicking on “Print Refund Receipt”.
Upon selecting “Print Refund Receipt”, POS staff members have the option to print individual refund receipts by clicking on the individual print icon. Alternatively, they can print all receipts at once in a single document by clicking on “Print All”.
As per the result, you can check both invoices in the below images.
Individual Invoice
All Partial Product Refunds Invoice
Thermal Printer
Thermal printers are extremely beneficial for POS operations. These printers are easy to handle and they are faster. Additionally, they produce much better print quality.
Note: POS Order Return for WooCommerce required POS Thermal Printer plugin to connect the POS store with the Thermal Printer.
POS Refund Process With Thermal Printer.
After connecting the thermal printer with your POS Store. Now you can print the refund receipt by clicking on Print Thermal Receipt (ALL).
Print Receipts Of Refund
POS All Partial Refund Process With Thermal Printer.
Also, you can print all partial refund receipts by clicking on Print Thermal Receipt (ALL).
Print Receipts Of All Partial Refund
POS Order Exchange Workflow
POS Order Exchange is another intriguing feature that allows the POS user to easily conduct an Exchange process for customers.
The POS user must navigate to Order > Sale History to view the list of orders placed by the user.
By entering the order id, the user can also search for orders.
To exchange an order, the POS user must first click on the order and then on the “Exchange” tab, as shown.
Afterward, users can add new products and remove the existing product and click on Pay button as shown in the screenshot given below.
It displays the difference in price that the user must pay as per the below screenshot.
The user can print an invoice for the Exchange as well.
Note: If you want to calculate separate shipping charges then you can use the WooCommerce POS delivery system for distance-based shipping.
POS Report
Here the POS staff can check their POS reports and can apply filter and date range.
Workflow: In the Admin Panel : POS Order Return for WooCommerce
In the admin panel, the admin can view the ‘Status’ for a particular ‘Order’ under POINT OF SALE > Orders.
For instance, the ‘Status’ for the Order 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.
The admin can also edit the order under WooCommerce > Orders.
Inventory Management- After a Refund Process
Under POINT OF SALE > Outlets, the admin can click on the outlet present in the Outlet List and accordingly, view and manage the product inventory for the respective Outlet.
The inventories of the products which the POS user refunds will update automatically in the Outlet.
In the image below, one can find that the inventory for the product- ‘Hoodie with Logo’ has been updated to the initial value i.e. 94, as soon as the POS user refunds an order.
That’s all for the POS Order Return for WooCommerce. If you still have any issues, feel free to add a ticket and let us know your views on our Webkul Support System.