Partial Refunds
  • 23 May 2023
  • 5 Minutes to read
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Partial Refunds

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    Light
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Article summary

The partial refund feature allows you to customize which parts of an order you wish to refund - products, shipping, handling, or a combination. The Partial refund option is currently activated upon request. If you would like partial refunds added to your admin panel, please get in touch with support@WineDirect.com.

Here is a quick intro video on how to use the partial refund feature. For detailed information, you can read the step-by-step instructions below:


How To Do Partial Refunds

1. Under Store > Orders, locate the order you wish to refund. Click on the order to view the details. Next, click on the Actions drop-down menu in the top right-hand corner of the order window. From the drop-down select, choose Refund Items.

2. The order window will refresh to display the original order summary in the left column and the refund options in the right column. To edit an item you wish to refund, click on the green pencil icon next to the product, shipping, or handling charge.

3. Depending on what you decide to give a refund on (product, shipping, handling, or a combination thereof), a window will appear for each with different options. Below is a list of those windows and the options within each:

Products Refund

The product refund option allows you to specify the number of products you wish to return, refund all, or refund a portion of the products purchased.

Type: RefundRefunds only the payment to the customer. This does not add inventory back to the site. A refund implies that the customer is keeping the wines/products purchased, but you are crediting them all or part of the payment for the order.
Type: ReturnRefunds payment to the customer and returns inventory for the item order. Return implies that the customer is returning the wines/products purchased, so you are physically taking back inventory and refunding the item(s) ordered. Please Note: These returns will also help to update reporting and inventory levels in 3rd party systems such as ShipCompliant or POS systems. If you are not using inventory on your product in WineDirect but are using a third-party system, it is still best to use return to track inventory appropriately.

Type: Remove Refund/Return

This option will only appear once you have added a return or Refund to the order. Select 'Remove Refund/Return' to remove an return or refund you do not wish to keep. This is all done before you process the Refund.
QuantityThe number of products you wish to return. The quantity ordered will appear by default; however, you can return or refund less than the original order amount.
AmountAmount refers to the dollar value per unit which you wish to return. So if your order total for two products were $100, you would be refunding a quantity count of 2 with an amount of $50. The platform will then multiply the amount by the quantity entered to calculate the total Refund.
Inventory PoolIf you use multiple inventory pools for your tasting rooms, you can also choose which inventory pool you want to return the purchased quantity to. Learn more about Inventory Pools. 

Shipping Refund

The shipping refund allows you to refund all or part of the shipping charge on the original order. If you only want to refund the shipping costs, you only fill in the shipping field and process the Refund.

Handling Refund

The handling option allows you to refund the full or partial amount of handling charged on the original order or charge an additional handling/return fee to the credit issued to the customer. Like shipping, you can refund handling only to a customer, but you cannot charge additional handling unless you return or refund a product.

You will want to enter a positive dollar amount to refund the handling fees previously charged on the original order. For example, the sample order was charged $10.50 handling. To refund the full amount, you would enter 10.50. For a partial refund, you could enter any positive dollar amount less than the original amount charged, Eg: 5.00.

To charge an additional handling fee, you will want to enter a negative dollar value, such as -5.00. You would use this to charge an additional return fee when processing a refund. It would be best if you issued a refund/return to add a handling fee, as the handling fee amount is subtracted from the refund/return amount being issued. Your handling charge cannot exceed the value of the return amount.

4. Once you have entered the items you wish to refund, click Next to move to the review screen.

5. Review the order one more time before processing the Refund. Here you can send a Refund Confirmation Email to the Customer and Send Redund Notification Email To Admin.

Partial refunds will display as two transaction lines to arrive at the correct refund amount. Negative transactions are marked and denoted by brackets ( ). Once you are ready to process your Refund, click Process Refund.

6. Processing a partial refund creates a second order with its unique order number to refund the amount specified in your Refund. The original order and the partial Refund will be tied together and can be linked to by viewing the original or the Refund. To jump from the partial Refund to the original, use the magnifying glass at the top of the General Tab for the order.

Orders that have a successful refund attached to them will be marked as Paid (Refunded), and the new order created to refund the payment will be marked with a payment status Refunded. You can view the refund or original order by clicking on the order number below the payment status.



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