Refund and Cancellation of Customer Orders using the Tagrain App for Android
Introduction
Customer Order and Delivery Management Plugin is a software module that seamlessly integrates with Tagrain and allows retailers like you to further extend the capabilities of your TAGRAIN edition. The plugin adds the omnichannel capabilities to your Tagrain application. With this Plugin activated, retailers can uniquely identify an order from a customer, capture customer specific instructions, offer customers to buy products online and facilitate in-store pickups.
The Customer Order and Delivery Management Plugin must be activated using the Tagrain Web interface to facilitate marking of orders for Store Pickup or Home Delivery using the Tagrain App for Android. See: Customer Order and Delivery Management Plugin activation.
Sometimes you may be required to execute sale refunds or process order cancellations in Tagrain. In this section we are going to cover how these are handled using the Tagrain App for Android.
Refund is only applicable to sale transactions where the goods have been delivered whereas Cancellation is applicable to sale transactions where the goods are yet to be delivered.
Let us try to understand sale refunds and order cancellations with the help of an example.
For the purpose of this article, let us assume that a sale was made to Glenn Berray using the Tagrain App for Android and the product purchased was either picked up or delivered.
Irrespective of the sale order type whether Glenn requested to pick up the products purchased or requested the products to be delivered at his doorstep, it would eventually appear on the “Transaction Selection” screen which can be accessed from the “Recent Sales” sub menu on the Tagrain App for Android.
All the sale transactions upon successful payment, will eventually reflect on the “Transaction Selection” screen which can be accessed from the “Recent Sales” sub menu on the Tagrain App for Android. The sale transaction would be either marked as “delivery pending” or as “pickup pending”. This depends upon the type of sale order placed - Home Delivery or Store Pickup.
As stated earlier in the document a Refund sale order can be raised only for products that have been delivered or picked up. In simple words ONLY an order that has been fulfilled can be refunded. See: Order Fulfilment in Tagrain
You as a cashier will need to click on the “Refund” button on the “Transaction Selection” screen. Upon clicking the “Refund” button, the products would appear on the transaction screen with a negative ( – ) sign.
Click "Pay" to proceed to the Payment screen. Once the refund is processed, it will start to reflect as a Refund transaction under the Recent Sales transaction register.
For walk-in customers who are not registered, the refund can be processed either in Cash or Credit Card or Gift Card. For registered customers, additional options like Loyalty, Store Credit and On-Account are enabled upon plugin activation.
As stated earlier in the document a cancellation sale order can be raised only for products that are yet to be delivered or picked up. In simple words ONLY an order that has NOT been fulfilled can be cancelled. The status of these transaction would be either “Delivery Pending” or “Pickup Pending” See: Order Fulfilment in Tagrain
The below screenshot depicts a “Home Delivery” order for which the payment has been made but the product is yet to be delivered.
The below screenshot depicts a “Store Pickup” order for which the payment has been made but the product is yet to be picked up.
You as a cashier will need to click on the “Cancel Order” button on the “Transaction Selection” screen. Upon clicking the “Cancel Order” button, the products would appear on the transaction screen with a negative ( – ) sign. See: Void, Suspend, and Recall a sale in Tagrain
Click "Pay" to proceed to the Payment screen. Once the cancellation is processed, it will start to reflect as a Cancelled transaction under the Recent Sales transaction register.
Though looking at the Transaction Screen screenshots above for refund and cancel order it appears that there is no difference between the two. That’s not true. Both the transaction types have different impacts on inventory. See: Impact of Store Pickup and Delivery on Inventory.
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