Returns
Overview of product returns: types, statuses, list management, and approving or rejecting pending returns.
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:
| Type | Description |
|---|---|
| Return & Refund | Physical return of products + refund to customer |
| Return Only | Physical return of products, no refund issued |
| Refund Only | Refund 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.
Managing Returns
Go to Sales > Returns (or المرتجعات) in the sidebar to see all returns.
The returns list shows:
| Column | Description |
|---|---|
| Return Number | Unique identifier for the return |
| Order Number | The original order (linked) |
| Store | Which store the return belongs to |
| Status | The current return status |
| Date | When the return was created |
You can search by return or order number, and filter by status, store, and date range.
Return details page
Open a return with Return details or its return number link. Return overview shows the linked order, refund total, status, and return reason when present. Returned items and supporting information follow below.
Use the back arrow at the top to return to the same search, filters, and page on Sales > Returns. When you open a return from an order, the back arrow returns to that order instead. Direct links fall back to Sales > Returns.
Return Statuses
| Status | Meaning |
|---|---|
| Pending | Return created, waiting for review |
| Processing | Return approved and being processed |
| Completed | Return finished; restockable items are back in inventory |
| Rejected | Return was denied (a reason is recorded) |
| Cancelled | Return 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.