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  1. In the CMS, navigate to Settings → Feature Management

  2. Select the Payment & Checkout tab.

  3. For the Returns feature, click Configure.


  4. In the Returns Feature Settings page, configure the options to suit your business rules.  

    Expand
    titleClick here to view Returns settings...


    SettingDescriptionNotes
    Enable Returns Toggles the functionality on and off for your site. TIP - Leave it off until you've configured all settings. 

    Role overrides available.

    Only One Return Per Order 

    If ON, a user is limited to submitting one return, including part returns, on a particular order.

    Role overrides available.

    Enable Returns for Orders with Charge LinesIf ON, allows returns against orders that have special charge lines on them, e.g., bulky freight, installation, etc.

    Role overrides available.

    Enable Return Order Confirmation Emails

    If ON, a confirmation email is sent to the user once they've submitted an online return.

    Enable Returns For Kits

    If ON, allows kit items to be eligible for returns, including kit components.

    Role overrides available.

    Search Returns Label

    The description for the dropdown list when searching order history.

    Role overrides available.

    Statuses of Returned Orders

    ERP status codes for orders classed as 'Returns'. Orders with these statuses will be displayed when Order History searches are filtered for 'returns'.

    Role overrides available.

    Statuses of Returnable Orders

    ERP status codes for orders eligible for returns. Only orders with these statuses will display the 'Submit Return' button.

    Role overrides available.

    Maximum Returns Time FrameThe number of days (from invoice date) that an order can have a return submitted against it.

    Role overrides available.

    Low Value Order AmountThe dollar amount under which a return is classed as "low value". For many businesses, this stock is written off instead of being returned to inventory. The user will be eligible for an automatic refund.Customer overrides available.
    Disable Returns for Orders With Customer PrefixesAdvanced setting, applies to custom implementations.

    Role overrides available.

    Disable Returns for Orders With Service BranchesAdvanced setting, applies to custom implementations.

    Role overrides available.

    Status of Submitted Return Orders

    The ERP status return orders will be set to.

    Status of Submitted Low Value Return Orders

    The ERP status that low value returns will be set to.

    Returnable Order Confirmation Status

    The ERP status that triggers the Return Order Confirmation email to be sent to the user.

    Returnable Order Confirmation Low Value Status

    The ERP status that triggers the Return Order Confirmation email to be sent to the user (for low value returns).

    Default Warehouse Code for Low Value Return Orders

    The warehouse code that low value returns are processed against (since stock is not being returned to inventory).

    Default Order Type for Return Orders

    Defines the order type for submitted return orders.Integrates to the SoOrderTypeCode in PRONTO sales order.

    Return Information Widget Field Group

    The JSON field group that determines the displayed fields for the Return Information Widget.

    Defaults to ReturnInformationFieldGroup, which includes the following Pronto Sales Order table fields:

    • SoOrderPackages
    • SoOrderReasonCode
    • ReturnReason

    Return Information Widget Resalable Field Name

    Defines the 'resaleable' field (from the JSON field group) which gets displayed by the Return Information Widget.Defaults to CM_ReturnResalable
    Enable Product Quantity Check on Return Request?  If ON, the order return history is checked to ensure the current requested return quatity of a product plus the quantity in previous returns for the order is not greater than the shipped quantity. If it is, the return cannot be submitted.

    Default: OFF

    Role overrides available.

    Enable Refund Limit Check on Return Request?If ON, the order return history is checked to ensure the requested refund amount plus the amount returned in history is not greater than the original order amount. If it is, the return cannot be submitted.

    Default: OFF

    Role overrides available.



  5. Save your changes.


Add Return Reasons

You'll also need to set up the Reason Codes for returns on your website.

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