To process a return in Shopify, the specific steps depend on whether the sale was made through the Shopify POS app in a physical store or through your online store. Based on the provided reference, here are the steps for processing a return using the Shopify POS app:
Processing a return for an in-store purchase using the Shopify Point of Sale (POS) app is a straightforward process directly tied to the original order. You locate the order, select the items and quantities being returned, and optionally provide a reason for the return before completing the refund.
Here are the steps involved, referencing the process detailed in the Shopify POS guide:
- Access Orders: From the home screen of the Shopify POS app, tap on the Orders menu. This displays a list of recent transactions.
- Select the Order: Find and tap the specific order containing the item(s) the customer is returning. You might need to search for the order by customer name, order number, or transaction details.
- Initiate Return: Within the selected order details, tap the Return button. This prepares the order for processing returned items.
- Specify Quantity: Use the + and - buttons next to each item in the order to accurately enter the quantity of each item that is being returned and refunded.
- Proceed: After entering the quantities for all returned items, tap Next to move to the next step of the return process.
- Select Reason (Optional): To help track return trends and inventory insights, you can optionally click Select reason. This displays a list of predefined options (e.g., Damaged, Wrong size, Customer changed mind) to categorize the return. Choosing a reason provides valuable data for your business.
Following these steps in the Shopify POS app allows you to efficiently process returns and manage your inventory and sales records accurately. For more detailed information on managing orders and refunds in Shopify POS, you can refer to the Shopify help documentation.
