Process Partial Return

IMPORTANT: Partial Returns can only be processed through eWinery Solutions after the funds have settled with your payment processor. This usually occurs the next day after the order completes. If you process a refund in eWinery Solutions the same day, your only option will be to void the order.

What is a Partial Return?

When processing a partial return some but not all items are returned. A credit is issued equal to the dollar amount of the returned products. This is best used when only selected items in an order need to be refunded and brought back into inventory. The customer may have changed their mind on purchasing some items or their quantity.

When to do a Partial Return?

A partial return is used when some (but not all) of the products on the order will be returned. Here are a few examples of when a partial return would be used;

• The Customer does not want one of the wines on the order.
• One of the wines was incorrectly added to the order.

Processing the Partial Return:

1. Open the Original Order and go to the "Refund" tab.

2. Click 'Create Refund' on the Refund tab of the order

3. Select Partial Return form the 'Return or Refund Type' drop down.
   

4. Select the Return reason code from the 'Reason for Return' drop down.
   
   *For instructions and information on how to create 'Return and Refund Reason codes' please visit Returns and Refunds: Add/Edit Reason Codes
   
5. Once the Return Type and Reason have been selected the order detail will appear. The following line items will appear with corresponding amounts for the order:

• Products
  • Product Name
  • Unit
  • Price
  • Current Quantity
    Will default to maximum quantity for that product in the order
  • Refund Quantity
    Will match 'Current Quantity'
  • Return to Inventory
    Will match 'Refund Quantity'
  • Current Amount
  • Amount to Refund
    Will be the same as Current Amount
  • Remaining Amount
    Will be $0.00 when processing a full return
• Shipping
  • Current Shipping
  • Amount to Refund
    Will be the same as current shipping
  • Remaining Shipping
    Will be $0.00 when processing a full return
• Current Handling
  • Current Handling
  • Amount to Refund Will be the same as current handling
  • Remaining Handling Will be $0.00 when processing a full return
• Bottle Deposit
  • Current Bottle Deposit
  • Amount to Refund Will be the same as current bottle deposit
  • Remaining Bottle Deposit Will be $0.00 when processing a full return
• Sales Tax
  • Current Tax
  • Amount to refund Will be the same as Current tax
  • Reaming Tax Will be $0.00 for a full return
• Total
  • Current Total Full Order Total from completed order
  • Amount to Refund Will match Current Total and the amount of the complete order
  • Remaining Total Will be $0.00 for full return
    

1. Verify that all the order information is correct and that the 'Amount to Refund' is the correct amount. When you are satisfied with the partial return amount click the 'Process Refund' button at the bottom of the screen.
   
2. When the partial return has processed, the order will complete with the original order number followed by a R-1, 2, 3 (depending on the number of previous refunds against the order).
   
   The [order number]-R1 will have a Refund Summary.
   
   
   Returns and Refunds can be searched in the Order section by Order Number or by Order Type of "Refund". Please visit the eWinery Search for an Order page for additional information.