Refund automation

Pending:

• Activity

• Notification (Email, SMS, Whatsapp)

Refund widget:

• Created:

  • Refund amount

  • Created on

  • Status

  • Mode of refund

• Refunded

  • Refund amount

  • Created on

  • Refunded on

  • Status

  • Mode of refund

• Failed

  • Failed on

  • Failure reason

  • Created on

  • Status

  • Mode of refund

• Awaiting refund: Those returns which are not refunded due to the refund settings (example: Quarantined)

How to connect Eshopbox with Razorpay?

• Own Razorpay account

  • Go to apps > Razorypay

  • Install > Provide required details > Connect

  • Go to customer portal > Select the app that you want to use for refund.

  • Client select own app

• Eshobpox Razorpay account

  •  

Seller wants Eshopbox payment Gateway

1. Login to Eshopbox workspace

Customer journey:

• Go to Shopify store > Manage order > Return item

• Let us know why do you wish to return? (Customer selects the reason)

• Let us know how would you like to proceed? (Refund)

• Let us know the pick up address?

• How would you like the refund?

  • Back to original accounts used in payment

  • Back as store credits

  • Back to desired bank account

    • (Same as now)

  • Refund in Bank via UPI

    • Enter UPI ID

  • Refund via Payout Link

    • Email address or Phone number

• Confirm

• Verify OTP

• Track page

  • Return details

  • Refund info:

    • Your refund will be processed once the item is picked up.

    • Your refund will be processed once the item is returned to the warehouse.

How to notify customer of refund?

• Login to workspace

• Go to customer portal

• When return is approved: Details of refund to be added in the notification.

• When refund is processed: New notification.

• When refund fails: (Check with other tools)

• When refund is cancelled: New notification, contact support.

• Enable notification “When refund is initiated.” (SMS, Email, Whatsapp)

Notification: When payout link is sent to the customer for refund.

Note: This notification wont have any setting in customer portal and will be sent on SMS, Email, Whatsapp.

Activity:

• John doe created return

  • Tracking ID

  • Shipping provider

  • Estimated return pick up date

  • Return resolution (Refund/Exchange)

  • Pick up address

  • Refund mode:

• (App name) initiated refund.

  • Refund mode:

  • Refund amount:

• (App name) processed refund.

  • Refund mode:

  • Refund amount:

• (App name) failed to refund.

  • Refund mode:

  • Refund amount:

  • Failure reason:

• Eshopbox cancelled refund due to return item QC failure.

  • Return item condition:

Note: Customer will be shown that refund is cancelled. Notification and customer portal view.