Configure Refund Handling

Overview

Sellercloud offers several options that can restrict specific users from issuing refunds, regardless of which channel the order originated from. In this article, you will learn how to Restrict Refund Handling, set refund limits, and more. Before you configure Advanced Permissions for an employee and apply certain restrictions, read about the initial Employee Permissions and Roles configuration.

Restrict Refund Handling

Advanced permissions and restrictions are configured for the Employee by Client Admins. To access the Advanced Permissions for Order Handling and fully restrict an employee from initiating refunds:

1. Go to Settings > Employees > Manage Employees.
2. Select an Employee > Toolbox > Permissions > Order.
3. Click Edit.
4. Uncheck the Initiate Refund box.
5. Save.

Limit Refund Handling

In Sellercloud, you can limit the refund amount for all refund handlers. To do that:

1. Go to Settings > Client Settings > General Client Settings.
2. Navigate to Security and select the Enable Refund Limit checkbox.
3. Specify a new limit value in the Limit Order Refund to subsetting.
4. Save.

Require Refund Approval

You can permit refund-restricted users to submit a refund request, but the refund must be approved in order to be completed. To do that:

1. Go to Settings > Client Settings > General Client Settings.
2. Check the Enable Order Pending Actions setting.
3. Save.

When a restricted user refunds or cancels an order, the system does not process it immediately but generates a refund request that can only be accessed by employees with sufficient permissions, such as a Client Admin or a Refund Handler.