Configure Refund Handling

Overview

Sellercloud offers several options to restrict specific users from issuing refunds, regardless of which channel the order originated from. In this article, you will learn how to configure refund handling restrictions, set refund limits, and more.

Before setting up Advanced Permissions and applying certain restrictions for an employee, it is important to first understand and configure the initial Employee Permissions and Roles.

Restrict Refund Handling

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 > Advanced.
  3. Click Edit.
  4. Uncheck the Initiate Refund box.
  5. Save.
This restriction is set per Employee and does not affect users with the Client Admin role.

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. In the Security section, check the Enable Refund Limit box.
  3. Specify a new limit value in the Limit Order Refund to subsetting.
  4. Save.

Require Refund Approval

You can enable refund-restricted users to submit refund requests, which must be reviewed and approved by a manager in order to be completed. To do that:

  1. Go to Settings > Client Settings > General Client Settings.
  2. In the Orders section, check the Enable Order Pending Actions box.
  3. Save.

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

Refund requests can be managed from the Order Action Request page within the Orders tab. Select an order and an action from the menu to either process the refund or reject the request. When rejecting a request, you must enter a reason on the subsequent page to proceed further. This feature is currently only available in Sellercloud’s Alpha interface (Show me where)!

Additional Security Settings

Sellercloud lets you control the functionalities that can be accessed or performed by specific users through various Security Settings. Learn more about that in our Employee Management Overview article.


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