Configuring Refund Settings

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SellerCloud offers several options which can restrict specific
users from issuing refunds, regardless of which channel the order originated.

Option #1 – Restrict a user entirely.

  1. Open the Employee tab and select that
    employee.
  2. Click on the Roles tab in the side
    menu.
  3. Move the role called Refund Handler to the Not A Member Of column by selecting it
    and clicking the Remove button.
  4. If this employee would attempt to
    refund an order, the refund process will not proceed.

Option #2  – Set a refund amount to limit even Refund
Handlers
.

  1. In the Client Settings, check the
    setting Limit Order Refund to
    _______
    to limit a refund amount, and enter a maximum refund value.
  2. Save the setting. Now a Refund
    Handler can only issue small refunds, and any large amount will need to be
    issued by a Client Admin.

Option #3  – Allow a refund-restricted users  to initiate the refund request, but require
that the refund be approved in order to be completed.

  1. Open the Client Settings and check
    the Enable Order Pending Actions
    option.
  2. When a restricted user refunds, or
    cancels an order, it will not actually process it immediately, but rather will
    generate a refund request which can only be accessed by employees who are not
    restricted, like a client admin or a refund handler.
  3. Refund requests can be managed from
    the Order Action Request page on the
    Order menu.
  4. Select an order and select an action
    from the menu, either to process the refund or to reject the request. When
    rejecting a request you will need to enter a reason on the following page
    before continuing on.

 

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