How do I process a customer return and refund?

Returns & Refunds in StoreYug

When a customer returns a delivered item, StoreYug allows you to process the return, record the refund transaction, and update your inventory ledger in a single unified flow.

Step-by-Step Return Flow

1. Open Order Details: In your StoreYug dashboard, go to Sales History (or Orders) and open the delivered order.
2. Click "Return Order": Click the Return Order (or Process Refund) button to launch the return modal.
3. Select Reason for Return: Choose the return classification (e.g. Defective Product, Size Mismatch, Wrong Item Delivered, or Customer Dissatisfied).
4. Add Additional Notes (Optional): Enter context regarding the parcel condition.
5. Configure "Restock items to inventory" Checkbox:
   • Keep Checked (Default): If the item was returned in good, resalable condition (unused with intact tags). StoreYug creates a return ledger entry and restocks the units at weighted average cost, ready for immediate resale.
   • Uncheck: If the item was returned damaged, torn, expired, or spoiled. Unchecking ensures StoreYug records the refund without adding unsellable items back to your shelf count.
6. Enter Refund Details: Specify the refund amount (full or partial) and choose the payment method used to return the money (Cash, UPI, or Bank Transfer).
7. Upload Refund Proof (Optional): Attach a screenshot of your bank or UPI transfer confirmation.
8. Click Process Return & Refund. The order status updates to Refunded, and the refund is archived in your Refunds ledger.