Shopcada POS: How to process order refund and exchange

You may process order refund and exchange at the Shopcada POS for all orders, including check out from website. 

Topics for order refund and exchange at Shopcada POS:

  


Refund an order via Shopcada POS

   

  • Go to MENU, go to REFUND then enter order number to ENTER ORDERS
  • Click [NEXT].

 

  • Enter the refund item quantity. You may adjust the product price for the refund. 

  

  • Check if the refund item will put back in stock.
  • Select a [REASON TYPE] and [NOTES] for a record. 

You can customise the REASON TYPE from the Refund Setting. 
Both REASON TYPE and NOTES can be part of the refund notification. Refer to Order Refund for Setting. 

  • Select a [REFUND] mode according to how your refund (pay) customer:
      • Exchange at Store
        Select this mode if the customer is ready to exchange the return item with a replacement. 

      • Store Credit 
        This mode will automatic enable when you have Store Credit module installed at your site.
        This mode will show if the order you want to refund is tagged to a specific customer.  
        System will auto-generate a credit note to customer account

      • Gift Certificate
        This mode will automatic enable when you have Gift Certificated module installed at your site.
        This mode will show if the order you want to refund is tagged to a specific customer.
        System will auto-generate a gift certificate to customer account

      • Reward points
        This mode will automatic enable when you have Reward module installed at your site.
        System will auto-generate a gift certificate to customer account

      • Payment Method enable for the POS (Cash / NETS / Credit Card / FOMO Pay etc.)
        Select this based on the refund method.  Refund amount will be deducted from the respective total tender and display at POS Operation Statistic.
        Enter a note under REFERENCE.
        Customer will receive refund notification with the note. 

      • Discount Code
        Select this if you are issuing fixed amount discount code for the customer. 
        Create the discount code as usual, and enter the code as REFERENCE.
        Customer will receive refund notification with the code. 
         
         
    You may configure custom email notification for each refund (payment) method.
    Email notification is optional. E.g. Do not send email for refund in cash or NETS.
    Refer to the guide here.
  • Click [REFUND] to create the refund and trigger notification to the customer. 

  

 


Item checkout using Exchange Credit via Shopcada POS

  • Checkout as usual.

  • At the payment page, select EXCHANGE CREDIT as payment method. 
  • At the pop up window, enter the amount available. 

Exchange credit amount is set during the refund. 

  • If the exchange credit cover the order amount, change due will be $0.00 and you may proceed to CHECK OUT. 
  • If there is any balance value, please select the preferred payment method.  


Exchange Record: POS Sales Summary

  • Total exchange credit will be show at the summary report.