Returns and credits processing involves receiving customer return requests, verifying order details, inspecting goods, calculating refund amounts, and issuing credit memos.
Automation extracts return request data, validates eligibility, calculates credits with fee deductions, updates inventory, and generates credit memos in a single workflow. Same-day credits replace multi-day delays, and duplicate errors are eliminated.
The full workflow, from trigger to completion.
A return request arrives via email or is logged. The automation is triggered immediately.
The automation reads the return request, extracts customer name, order number, and reason, and validates the data against the order system.
The automation queries to retrieve the original invoice, line items, amounts, and customer account details.
The automation applies business rules (restocking fees, damage deductions, shipping adjustments) and calculates the final credit amount.
Returned items are automatically added back to inventory stock levels.
A credit memo is automatically generated with all required fields populated.
An automated email is sent to the customer confirming the credit amount and expected posting time.
Return details are automatically appended for reporting and reconciliation.
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