Add/Edit Reason Codes

You can add/edit Return and Refund Reason codes from two separate places in the admin panel.

Add/Edit from Settings

The Refund/Return reason codes 'live' under the eWinery Settings icon in the main navigation of the admin panel. This is the primary location for these codes and can be accessed and viewed by any admin user.

1. Click on the Settings icon in the admin panel.
   

2. Several tabs will appear across the top of the Settings section based on your admin panel configurations.
   
   Click the Return/Refund Reasons tab on the far right. A list of all previously created reason entries will appear.
   
   The existing refund codes are all editable so you may make changes. It is recommended that you only change minor typos in the description. Should you need a significant change in place it is best to add a new code.
   

3. Click Add a Return/Refund Reason in the bottom left.
   

4. A new line of blank fields will be added for you to populate as indicated above.
   

   • Display Order - places the codes in a numeric order to determine their order of appearance in the drop down. Edit the the display order by changing the number next to each code as desired. Click Save.

   • Refund Code - a short unique code that appears in the drop down to reference the code. Each reason code should have it's own unique refund code.

   • Description - short description/title for the reason code

   • Type - select either 'Return' or 'Refund'. This allows you to have only the codes that associated to that type appear when creating a refund or return. Refund codes will not appear when creating a full or partial return and vice versa.

   • Return to Inventory - decide if this reason code should allow products to be returned back to inventory. Example: issuing a partial refund for 'bad wine' would not return the bottle to inventory but 'wrong wine' would. The wrong wine can be sold again once returned but the 'bad' wine can not.

5. You can create as many reasons as needed by selecting the green plus sign. Once you have created the additional Return/Refund Reason(s) click Save.
   
   
   

Add/Edit from Refund Tab/Create Refund

While creating the return or refund in the order you can add Return and Refund codes within 'Reason to Refund/Return' under Create Refunds. For information to access the 'Create Refund' please visit the Returns and Refunds section and choose the type of refund to process.

1. Click on the Add/edit reason codes link under Reason for Refund/Return while creating your refund.
   
   The same Add/Edit Reason display will appear from the settings tab listed above.
   

2. Add the new reason code using the above instructions.