Cashvio Docs

Returns

How to process product returns, select return reasons, and manage the return workflow.

What is a Return?

A return is when a customer brings back products from a completed order. Returns track which items were returned, why, and how the refund should be processed.

Return Types

Cashvio supports three types of returns:

TypeDescription
Return & RefundPhysical return of products + refund to customer
Return OnlyPhysical return of products, no refund issued
Refund OnlyRefund to customer without requiring physical return

When creating a return, you select the appropriate type based on your business needs and the customer's situation.

Creating a Return

Returns are created from a specific order:

  1. Open the Order Details page for the order you want to return items from.
  2. Click Create Return and choose the return type.
  3. Select the items to return. Only items that are still returnable are offered (the system checks how many units of each item were already returned). For each selected item you can set:
    • The quantity being returned (capped at the returnable quantity)
    • Whether to restock the item back into inventory
    • A restocking fee (when restocking)
    • A non-restock reason (required when not restocking)
    • Optional condition notes

Then choose one return reason for the return and add optional notes.

Return Reasons

When creating a return, you must select a reason for each item. The available predefined reasons are:

ReasonDescription
Changed MindCustomer decided not to keep the product
Wrong ItemA different product was delivered
DefectiveProduct has a manufacturing defect
DamagedProduct was damaged during delivery or handling
Not as DescribedProduct does not match its description
Size/Fit IssueWrong size or does not fit
Quality IssueProduct quality is below expectations
Duplicate OrderCustomer accidentally ordered twice
Missing PartsProduct is incomplete or missing accessories
ExpiredProduct has passed its expiry date
OtherAny other reason (add a note)

Non-Restock Reasons

When processing a return, you can mark items as non-restockable if they cannot be returned to inventory. The available non-restock reasons are:

ReasonDescription
DamagedItem is too damaged to resell
DefectiveItem has defects that prevent resale
ExpiredItem has passed its expiry date
ContaminatedItem has been contaminated and cannot be resold
CompensationItem given as compensation to customer
Customer KeptCustomer kept the item despite return request
Quality IssueQuality issues prevent resale
Packaging DamagedPackaging is damaged and item cannot be resold
OtherAny other reason (add a note)

Note

Items that don't track inventory can never be restocked — the restock option is disabled for them automatically.

  1. For Return & Refund, set the refund amount (items total or a custom amount) and the refund method.
  2. Review the return summary and click Submit.

Note

Choosing Refund Only takes you to the refund creation flow instead — no return record is created.

Managing Returns

Go to Sales > Returns (or المرتجعات) in the sidebar to see all returns.

The returns list shows:

ColumnDescription
Return NumberUnique identifier for the return
Order NumberThe original order (linked)
StoreWhich store the return belongs to
StatusThe current return status
DateWhen the return was created

You can search by return or order number, and filter by status, store, and date range.

Return Statuses

StatusMeaning
PendingReturn created, waiting for review
ProcessingReturn approved and being processed
CompletedReturn finished — restockable items are back in inventory
RejectedReturn was denied (a reason is recorded)
CancelledReturn was cancelled (a reason is recorded)

Approving, Rejecting, or Cancelling a Return

From the return details (or the list row menu):

  • Approve — available for pending returns; you can add optional notes.
  • Reject — available for pending returns; a reason is required.
  • Cancel — available for pending or processing returns; a reason is required.

When a return is approved:

  • The returned items' inventory is restored (if inventory tracking is enabled and items are marked as restockable)
  • Items marked with non-restock reasons are not added back to inventory
  • A refund can be issued from the return or order details (if the return type includes refund)

Note

Returns and refunds are separate actions. Approving a return does not automatically issue a refund. You need to create a refund separately if you want to return money to the customer.