Customer Returns - Revision history

Claudefeistel2: /* Customer Returns via Web Store */

2010-08-11T15:04:34Z

‎Customer Returns via Web Store

Claudefeistel2: /* Customer Returns via Web Store */

2010-08-11T14:21:24Z

‎Customer Returns via Web Store

Claudefeistel2 at 20:24, 2 August 2010

2010-08-02T20:24:59Z

Claudefeistel2 at 14:35, 28 July 2010

2010-07-28T14:35:37Z

Claudefeistel2 at 21:50, 23 September 2009

2009-09-23T21:50:21Z

Sichen at 21:36, 21 September 2007

2007-09-21T21:36:43Z

Sichen at 21:36, 21 September 2007

2007-09-21T21:36:31Z

Sichen at 20:19, 14 September 2007

2007-09-14T20:19:53Z

Sichen: Protected "Customer Returns": Sysop page [edit=sysop:move=sysop]

2007-09-14T20:02:38Z

Protected "Customer Returns": Sysop page [edit=sysop:move=sysop]

Sichen: New page: Customers can request returns from the ecommerce store front end, or you can request a return for the customer in the CRM application's Orders tab. Returns can only be created for orders ...

2007-09-14T20:02:37Z

New page: Customers can request returns from the ecommerce store front end, or you can request a return for the customer in the CRM application's Orders tab. Returns can only be created for orders ...

New page

Customers can request returns from the ecommerce store front end, or you can request a return for the customer in the CRM application's Orders tab. Returns can only be created for orders in the system. If you need to give the customer a refund or credit for items which were not ordered in the system, you would need to create a credit memo in Financials directly.

When creating a return in the CRM system, you can set whether the items are to be refunded or given a store credit. You can also control whether to refund or credit shipping charges and adjustments.

Once a return is created, a supervisor with special privileges in CRM would need to approve the return. The processing of returns is determined by the configuration of the CRM module: it can be set to receive the returned merchandise automatically or require a manual receiving step. Once the return is received, a credit memo is created automatically, and refund payments or debits to the customer's credit account are created. Refunds to credit cards are made automatically if the payment gateway is configured properly for the order's product store.

@@ Line 16: / Line 16: @@
 Related Web Store pages:
-[[]] << Manual Pages >> [[]]
+[[Order_Status%2C_Order_History%2C_and_Online_Cancellation_Option]] << Manual Pages >> [[Customer_Notification_Emails]]
 [[Your_Customer%27s_Online_Shopping_Experience]] << Section Pages >> [[Marketing_Functionality_in_the_Online_Web-Site_Store]]

@@ Line 12: / Line 12: @@
 * [Cancel]
 If the order has already shipped, the Customer cannot cancel through their Web Store order history page, instead they must contact the Store by phone or other means to request Cancellation processing.  This is necessary to permit coordination of a return authorization, to schedule the return shipping, and possibly to initiate other manual processing.
 ===Returns Processed via [CRM Module] > [Orders Tab]===

@@ Line 1: / Line 1: @@
-'''About Customer Returns'''
+==About Customer Returns==
 Customers can request returns from the Web Store, ecommerce store front end, or you can request a return for the customer in the CRM application's Orders tab.  Returns can only be created for orders in the system.  If you need to give the customer a refund or credit for items which were not ordered in the system, you would need to create a credit memo in Financials section of '''opentaps'''.
 When creating a return in the CRM system, you can set whether the items are to be refunded or given a store credit.  You can also control whether to refund or credit shipping charges and adjustments.  The system will perform an automatic check to make sure that this return credit or refund, plus past return credits or refunds, do not exceed the value of the original order.
@@ Line 17: / Line 30: @@
 * Then an entry would be made to the customer billing account, so that it could be used for future purchases.
 Refer to the User Manual page [[Processing Product Returns]] for step-by-step guidance.

@@ Line 1: / Line 1: @@
 '''About Customer Returns'''
-Customers can request returns from the ecommerce store front end, or you can request a return for the customer in the CRM application's Orders tab.  Returns can only be created for orders in the system.  If you need to give the customer a refund or credit for items which were not ordered in the system, you would need to create a credit memo in Financials directly.
+Customers can request returns from the Web Store, ecommerce store front end, or you can request a return for the customer in the CRM application's Orders tab.  Returns can only be created for orders in the system.  If you need to give the customer a refund or credit for items which were not ordered in the system, you would need to create a credit memo in Financials section of '''opentaps'''.
-When creating a return in the CRM system, you can set whether the items are to be refunded or given a store credit.  You can also control whether to refund or credit shipping charges and adjustments.  The system will perform an automatic check to make sure that this plus past returns do not exceed the value of the original order.
+When creating a return in the CRM system, you can set whether the items are to be refunded or given a store credit.  You can also control whether to refund or credit shipping charges and adjustments.  The system will perform an automatic check to make sure that this return credit or refund, plus past return credits or refunds, do not exceed the value of the original order.
-Once a return is created, a supervisor with special privileges in CRM would need to approve the return.
+Once a return is created, a supervisor with special privileges in CRM must approve the return.
-The processing of returns is determined by the configuration of the CRM module: it can be set to receive the returned merchandise automatically or require a manual receiving step.  Once the return is received, a credit memo is created automatically.  The credit memo is a financial record of the return items which are received, similar to the way an invoice is a financial record of order items which are shipped.
+The processing of returns is determined by the configuration of the CRM module:
-You can find credit memos in the Financials > Payables >> Find Credit Memos screen.  After the credit memo is created, if the return is for a refund, either a check would be created or, if the original payment is made with a credit card, an automatic refund would be made via the payment processor.  If the return is for store credit, then an entry would be made to the customer billing account, so that it could be used for future purchases.
+You can find credit memos in the [Financials] > [Payables] >> [Find Credit Memos] screen.  After the credit memo is created, if the return is for a refund:
 Refer to the User Manual page [[Processing Product Returns]] for step-by-step guidance.

@@ Line 1: / Line 1: @@
 Customers can request returns from the ecommerce store front end, or you can request a return for the customer in the CRM application's Orders tab.  Returns can only be created for orders in the system.  If you need to give the customer a refund or credit for items which were not ordered in the system, you would need to create a credit memo in Financials directly.
 When creating a return in the CRM system, you can set whether the items are to be refunded or given a store credit.  You can also control whether to refund or credit shipping charges and adjustments.  The system will perform an automatic check to make sure that this plus past returns do not exceed the value of the original order.
-Once a return is created, a supervisor with special privileges in CRM would need to approve the return.    The processing of returns is determined by the configuration of the CRM module: it can be set to receive the returned merchandise automatically or require a manual receiving step.  Once the return is received, a credit memo is created automatically.  The credit memo is a financial record of the return items which are received, similar to the way an invoice is a financial record of order items which are shipped.  You can find credit memos in the Financials > Payables >> Find Credit Memos screen.  After the credit memo is created, if the return is for a refund, either a check would be created or, if the original payment is made with a credit card, an automatic refund would be made via the payment processor.  If the return is for store credit, then an entry would be made to the customer billing account, so that it could be used for future purchases.
+Once a return is created, a supervisor with special privileges in CRM would need to approve the return.

← Older revision		Revision as of 21:36, 21 September 2007
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	When creating a return in the CRM system, you can set whether the items are to be refunded or given a store credit. You can also control whether to refund or credit shipping charges and adjustments. The system will perform an automatic check to make sure that this plus past returns do not exceed the value of the original order.		When creating a return in the CRM system, you can set whether the items are to be refunded or given a store credit. You can also control whether to refund or credit shipping charges and adjustments. The system will perform an automatic check to make sure that this plus past returns do not exceed the value of the original order.

−	Once a return is created, a supervisor with special privileges in CRM would need to approve the return. The processing of returns is determined by the configuration of the CRM module: it can be set to receive the returned merchandise automatically or require a manual receiving step. Once the return is received, a credit memo is created automatically. The credit memo is a financial record of the return items which are received, similar to the way an invoice is a financial record of order items which are shipped. You can find credit memos in the Financials > Payables >> Find Credit Memos screen. After the credit memo is created, if the return is for a refund, either a check would be created or, if the original payment is made with a credit card, an automatic refund would be made via the payment processor. If the return is for store credit, then an entry would be made to the customer billing account.	+	Once a return is created, a supervisor with special privileges in CRM would need to approve the return. The processing of returns is determined by the configuration of the CRM module: it can be set to receive the returned merchandise automatically or require a manual receiving step. Once the return is received, a credit memo is created automatically. The credit memo is a financial record of the return items which are received, similar to the way an invoice is a financial record of order items which are shipped. You can find credit memos in the Financials > Payables >> Find Credit Memos screen. After the credit memo is created, if the return is for a refund, either a check would be created or, if the original payment is made with a credit card, an automatic refund would be made via the payment processor. If the return is for store credit, then an entry would be made to the customer billing account, so that it could be used for future purchases.

← Older revision	Revision as of 20:02, 14 September 2007
(No difference)