Base has an extensive module for handling customer returns, allowing you to manage all returns from a single system. You can also automate return processing by creating appropriate automatic actions.
Returns from Allegro
Performing the following steps will create an automation that changes the source order status, issues an invoice correction, sends it to the client, returns funds via Allegro, and submits a commission refund request.
- Select the event A return has been created for the order for a new automatic action.
- Add a condition Source of the order: Any Allegro account. This is important to ensure the automation is not executed when you manually add a return, e.g., for a store order.
- The first action will be Change status: Cancelled.
- Then create an action Issue a correction, which will correct the returned items.
- Use the Send e-mail action to set up sending an appropriate email with the invoice correction to the client.
- To automatically refund the payment to the buyer, add the action Allegro payment return (for the entire order).
- The action Allegro commission refund (for the entire order) will send a commission refund request to Allegro.
Returns from other sources
For orders from other sources, you can create a return manually from the returns list or the source order card.
Create an automatic action similarly to Allegro returns, selecting the appropriate sources and skipping payment return and commission refund actions.
- Create a new automation with the event A return has been created for the order.
- Add a condition Source of the order, selecting, for example, your online store.
- Add actions:
- Change status: Cancelled;
- Issue a correction for returned products;
- Send e-mail, choosing a template that includes the invoice correction as an attachment.
