Knowledge

This return option is used when a customer wants to return rental products that are defective, damaged, or not functioning as expected. The process ensures that both the rental company and the customer can handle the return in a transparent and traceable manner, including stock adjustments, invoice cancellations, and refunds.

• Step 1. Go to Rental module → Settings → General → Order Settings → enter the content for Return policies information.
• Step 2. Set the Prefix for Return Orders in Prefix Settings.
• Step 3. Go to Rental → Settings → Other setting
  • Check the option “Show public page”.
  • Select the recipients in Notification receipts for the order.  This is used when the customer returns from a rental order without seller information — these selected users will receive a notification when a new return order is created.
• Step 4. Log in to the Customer Portal → go to Order List → Finished tab → view the details of the order to be returned.
• Step 5. Click Return request.
• Step 6. The system displays the Create return request popup. Fill in the following details:
  • Return type: Select Partially or Fully.
    • If Partially is selected, you can choose the items and quantities to return by ticking the checkbox in front of each item.
    • If Fully is selected, all items in the order will be returned.
    • Return reason: Select Return and get money back.
    • Describe in detail the reason: Enter the reason for return.
    • File attachment for defective product: Attach images or videos as proof.
• Step 7. Click Send request. → The seller recorded in the rental order used to create the return order will receive a notification about this return. → If the rental order does not have seller information, the staff members selected in Settings → Other settings → Notification receipts for the order will receive
• Step 8. Log in to the Admin Portal and click Accept or Reject. After acceptance:
  • If the return order is Fully, two buttons will be displayed: Cancel invoice and Create import stock.
  • If the return order is Partially, only Create import stock is shown.
• Step 9. Click Cancel invoice if applicable → the invoice of the corresponding rental order will be changed to Cancelled.
• Step 10. Click Create import stock to bring returned products back into stock. → The Please select a warehouse popup will appear → choose the receiving warehouse and click Create import stock. → Then go to the Inventory receiving voucher and approve this stock-in voucher.
• Step 11. Create a refund to return money to the customer. Go back to the Return order detail → open the Refund tab → click Add → fill in the required data and click Save
  • Amount: Enter the refund amount.
  • Date: Select the refund date.
  • Payment Mode: Select the refund method.
  • Note: Enter notes if needed.