iVend POS - Return Enhancements
Product Refund Days
The Product Return functionality has been enhanced to encapsulate the valid return period functionality. Herein, return days can be defined for individual products. Refund transactions cannot be added if they exceed the Return Days limit set on the product calculated from the sale’s business date.
Business Case
Let us understand the Return Days functionality with an example.
The Men’s Stripped Polo product is sold with the Return Days validity period set at 15 days. This means that the customer can return the product within 15 days from the date of purchase. This product cannot be refunded after the stipulated period. However, if a refund needs to be performed after the 15 days, the Manager Override functionality can be used should it be mandatory that a return and refund be actioned.
How to Define Return Days for the Product?
Follow these steps to define the Return Days for the product:
Log into the iVend Management Console and navigate to: Operations > Inventory > Product - the Product Search window appears.
2.Press the [F3 New] button to add a new product. Alternatively, search for and select an existing product and press the [F4 Edit] button to open an existing product in edit mode.
3.The Product Setup screen appears. Scroll down on the Product Setup window and select the Refundable checkbox to enable the user at the POS to be able to perform the Sale Refund transaction for the product.
When the Refundable option is enabled then the Return Days field becomes available to edit.
4.Enter the number of desired return days in the Return Days field.
· If value ‘0’ is entered in this field then “no return days validation” will applicable i.e. no return days limit will be applicable on the return and refund and the product can be returned at any time after the original purchase date.
· If the Value ‘1’ is entered in this field then the product can only be returned and refunded on the same Business date of purchase.
5.Choose the [Ok] button to save the changes made to the settings on the product for Refundable and Return Days.
Product Return and Refund after Return Days Limit has Expired
Let us say that our product, Men’s Stripped Polo was sold on was sold on 15 December and customer wants to refund the product on 31 December. The Return Days had been defined with a limit of 15 days for this product.
Now on the 31 December, the Return Days limit will be exceeded.
On adding the Refund transaction for this product, the POS user will be restricted from adding the Refund transaction and a validation error message will appear.
No Sale Refund can therefore be added for this product since the allowed Return Days have expired.
Manager Override on Expired Return Days
Configuration can be done for the Manager Override function to enable the feature, Return Product After Return Date Expired. This will allow the Manager to intervene and approve the return and refund of the product even though it has exceeded the allowed Return Days.
Follow the steps below to enable this configuration:
1.Log into the iVend Management Console and go to: Administration > Retail Configuration > Retail Profile - the Retail Profile Search window appears.
2.Select the Retail Profile that is applicable to the POS and press [F4 Edit] to open it in edit mode. The Retail Profile Setup window appears.
3. Scroll down and expand the Manager Override Required section.
4. Select the option, Return Product After Return Date Expired, ensuring that the checkbox to enable the Manager Override has been checked.
5. Choose [Ok] save the changes made to the Manager Override settings in the Retail Profile that is attached to the POS
You need to restart the Management Console and the POS applications for the changes to take effect.
Now, let us see the impact of this configuration on the Refund transactions for the product where the Return Days limit has expired.
1. After restarting the POS and logging back in, go back and reopen the transaction that we tried to perform a refund on earlier in this article. Select the item and choose the [Sale Refund] button again.
2. This time the Manager Override Confirmation window pops up.
3. Choose [Yes] to start the Manager Override mode. The Manager will be required to log into the POS with their user credentials and then the Manager will be able to process the Sale Refund for the product even though the Return Days have been exceeded.
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