1.OVERVIEW

WooCommerce Refund And Exchange Extension allow users to Refund the product, Exchange the product, Cancel the Selected product and Cancel Order. This plugin also provides the Refund and Exchange feature for the guest user.

FEATURES

  • The merchant can enable/disable refund request feature.
  • The user can refund product of an order after delivery.
  • The user can submit multiple product refund request with reason.
  • Add Refund Policy Setting according to Price and Time-Based Method.
  • Add Catalog Settings for a set refund and exchange days of products according to the Catalog.
  • Add a Coupon Regenerator for allowing the customer to change Wallet Coupon Code.
  • Add a Shortcode to display the Customer Wallet on any page.
  • Add a Setting to manage Customer Wallet from the user edit page.
  • To add a payment gateway for User to make payment through their wallet.
  • The merchant can enable customer wallet to save the refunded amount into customer wallet except to refund the amount.
  • The merchant can manage stock for the approved request.
  • The merchant can enable requests for selected order status.
  • A user can pay an excess amount in the exchange process.
  • The merchant can Customize refund and exchange mail content.
  • Merchant and admin both notify by email for all events.
  • Exchange feature is enabled for a selected number of days from order delivered.
  • The user can submit multiple product Exchange request with reason.
  • Merchant can enable/disable Exchange request feature.
  • The merchant can prevent selected category product for the refund.
  • The merchant can exclude shipping cost for refund product.
  • The merchant can disable refund feature for sale items.
  • Refund feature is enabled for a selected number of days from order delivered.
  • The customer can also exchange order in less old order amount and left amount refunded to the customer.
  • Quantity will be updated on time of canceling the order.
  • Admin can also refund amount later in case of wallet disability.
  • Now you can exchange your ordered product with the same product and it’s variations only.
  • Now you can also send a custom email template for refund and exchange request.
  • Easy Customization.
  • Simple and Easy to use.
  • It allows the customers to cancel only the selected product.
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2.INSTALLATION

AUTOMATIC INSTALLATION

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

Steps are as follows :

1. Download the zip folder of the plugin WOOCOMMERCE REFUND AND EXCHANGE.

2. Once downloaded install the plugin through browsing and activate it.

MANUAL INSTALLATION

Manual installation of the plugin is another option to install the plugin to your WordPress-environment. The manual installation method involves downloading our WOOCOMMERCE REFUND AND EXCHANGE Extension and uploading it to your web server via your favorite FTP application.

Steps are as follows :

1. Upload the WOOCOMMERCE REFUND AND EXCHANGE folder to the /wp-content/plugins/ directory.

2. Activate the WOOCOMMERCE REFUND AND EXCHANGE Extension through the ‘Plugins’ menu in WordPress

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3.ADMIN SETTING

REFUND REQUEST SETTING:

1-RefundAndExchange-refundRequest.png

Enable:-

The merchant can enable this feature from here.

Sale Items:-

The merchant can prevent Sale items from refund by checking the checkbox.

Exclude Shipping Fee:-

The merchant can enable shipping cost from here. If the checkbox is unchecked then merchant can’t add an extra fee to requested products.

Enable Refund Note on Product Page:-

Admin can enable refund note for the product on the product detail page.

Refund Note on Product Page:-

The User gets the refund note for the product on the product detail page.

Minimum Number Days:-

The user can submit a refund request up to the selected number of days from delivery date.

Minimum Order Amount:-

The Minimum order amount must be greater or equal to the selected order amount for refund feature.

Exclude Category:-

The merchant can prevent selected categories items from refund request.

Enable Attachment on Request Form:-

The merchant can enable attachment field on Refund Request form

Enable Refund Request Reason Description:-

The merchant can enable Reason Description field on Refund Request form

Enable Manage Stock:-

The merchant can enable manage stock when refund request is approved

Select Order status in which order can be refunded:-

The merchant can enable a refund request for selected order status.

 

EXCHANGE REQUEST SETTING:

There are following fields on this page.

2-RefundAndExachnage-exchangeRequest.png

Enable:-

The merchant can enable this feature from here.

Enable Exchange Request with same products or its variations:-

In this setting, you can exchange your product order with the same product and its variations.

Sale Items:-

The merchant can prevent Sale items from the exchange by checking the checkbox.

Include tax:-

The merchant can include tax with the exchange request by clicking the checkbox.

Exclude Shipping Fee:-

The merchant can enable shipping cost from here. If the checkbox is unchecked then merchant can’t add an extra fee to requested products.

Enable Exchange Note on Product Page:-

Admin can enable exchange note for the product on the product detail page.

Exchange Note on Product Page:-

The user gets the exchange note for the product on the product detail page.

Minimum Number Days:-

The user can submit an exchange request up to the selected number of days from delivery date.

Minimum Order Amount:-

Minimum order amount must be greater or equal to selected order amount for exchange feature.

Exclude Category:-

The merchant can prevent selected categories items from exchange request.

Enable Exchange Request Reason Description:-

The merchant can enable Reason Description field on Exchange Request form

Enable Manage Stock:-

The merchant can enable manage stock when exchange request is approved

Select Order status in which order can be Exchange:-

The merchant can enable an Exchange request for selected order status.

 

COMMON SETTING:

3-RefundAndExchange-commonSetting.png

Enable:-

This setting is work for both refund and exchange requests. After enabling this feature the merchant can approve both refund/exchange requests.

 Sidebar:-

The merchant can enable the settings for showing the sidebar in refund and request form.

Custom CSS:-

The merchant can change the physical properties of refund from, exchange form, wallet using the custom CSS.

 

CANCEL ORDER SETTING:

Admin can enable cancel order feature displayed on frontend.

4-RefundAndExchange-cancelOrder.png

Enable:-

After enabling this settings merchant can approve the cancel order request.

Enable Order’s Product Cancel:-

After enabling this setting merchant can allow the customer to cancel only the selected products.

WALLET SETTING:

5-RefundAndExchange-walletSetting.pngEnable Wallet:-

The merchant can enable this to save the refunded amount into the customer wallet.

Enable to Select Refund Method to Customer:-

After Enabling this setting the Admin allows the customer to select the amount refund method. It may be the manual refund or in the customer wallet.

Cancel Order Amount to Wallet:-

The merchant can Enable this for adding the Order amount with coupon discount to customer wallet for those orders which is paid and having status Processing and Completed and going to be canceled due to some reason.

Wallet Coupon Prefix:-

The merchant can set the coupon prefix to make it unique.

 

TEXT SETTING:

Admin can modify the text to be displayed on frontend.

6-RefundAndExchange-textSetting.png

 

CALALOG SETTING:7-RefundAndExchange-catelogSetting.pngAdd/Remove(+/-):-

Add new catalog after first.

Remove catalog

Catalog Name:-

Here Merchant can give Name of products group.

Select Catalog Products:-

Here select products of catalog group.

Maximum Refund Days:-

Set maximum Refund Days of selected Products.

Maximum Exchange Days:-

Set maximum Exchange Days of selected Products.

 

MAIL NOTIFICATION:

Go to WooCommerce > RAE CONFIGURATION.

This page is basically for notification. There are following 3 tabs here.

BASIC:-

From Name: All email notification to the user is sent from this name.

From Email: All email notification to the user is sent from this email.

Predefined Refund Reason: Merchant can set multiple Predefined refund reason which may be the reason of Users.

Predefined Exchange Reason: Merchant can set multiple Predefined exchange reason which may be the reason for User.

8-RefundAndExchange-basicEmailNotification.png

Enable Price Based Policy:-

Enable/Disable this feature from here.

Number Of Refund Days:-

Days Of Product Refund.

Percentage Price Reduced:-

Set the percentage of the price that will be reduced on the refund.

Price Deduction Message:-

Set Price deduction message for the customer.

Enable Time Based Policy:-

Enable/Disable this feature from here.

Allow Refund Request Between:-

Set time of Products Refund.

 

MAIL NOTIFICATION FOR REFUND:-

Merchant Refund Request Subject: Subject of refund request which Merchant received for an Order.

Refund Request Received Subject: Subject of refund request which user received for their Order.

Received Refund Request Message: Message content of refund request which user received for their Order.

Approved Refund Request Subject: Subject of the approved request which user received for their Order.

Approved Refund Request Message: Message content of the approved refund request which user received for their Order.

Canceled Refund Request Subject: Subject of the canceled request which user received for their Order.

Canceled Refund Request Message: Message content of canceled refund request which user received for their Order.

Enable to custom email template: Enable this when you want to put custom email template in the editor and put your email template under the text tab of the editor.

 

9-RefundAndExchange-RefundEmailNotification.png

MAIL NOTIFICATION FOR EXCHANGE:-

Merchant Exchange Request Subject: Subject of exchange request which Merchant received for an Order.

Exchange Request Received Subject: Subject of exchange request which user received for their Order.

Received Exchange Request Message: Message content of exchange request which user received for their Order.

Approved Exchange Request Subject: Subject of the approved exchange request which user received for their Order.

Approved Exchange Request Message: Message content of approved exchange request which user received for their Order.

Canceled Exchange Request Subject: Subject of canceled exchange request which user received for their Order.

Canceled Exchange Request Message: Message content of canceled exchange request which user received for their Order.

Enable to custom email template: Enable this when you want to put custom email template in the editor and put your email template under the text tab of the editor.

10-RefundAndExchange-ExchangeEmailNotification.png

MAIL NOTIFICATION FOR RETURN SHIP LABEL:-

11-RefundAndExchange-ReturnShipEmailNotification.png

PRODUCT DETAILS PAGE:-

Go to Products and choose any product.

From the product detail, the page on Advanced section merchant can disable refund and exchange request for each product. By default, the product is enabled for refund and exchange request.

RefundAndExchange-ProductPageDetail

 

MANAGE USER WALLET:-

Go to User listing page in admin panel.

There is a column User Wallet with the wallet codes and the amount of each customer. If no wallet generated the admin can generate by clicking on the button Create Wallet.

12-RefundAndExchange-AdminPanel.pngAdmin can change the wallet amount by clicking on edit link in user listing.

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4.WORK FLOW

Basic Settings:

When the plugin is activated four pages are created.

  • Refund Request Form
  • Exchange Request Form
  • Return Request Form
  • Refund/Exchange Request Form

13-RefundAndExchange-forms.png

 

REFUND REQUEST:

1)The customer will be able to send the refund request if the merchant can enable the setting from the backend.

2) After enabling the setting the customer sends the refund request by following steps.

-> Click on the Refund Button.

14-RefundAndExchangerefundrequestbutton.png

 

-> Clicking on the Refund Button, A Refund Request Form is displayed. After filling out this form the customer will be able to send the refund request.

15-RefundAndExchange-RefundForm.png

->After Clicking on the Submit Request the Refund Request is transmitted to the merchant.

The merchant can see all the request from the Order list and view any request click on that particular request.

16-RefundAndExchnage-RequestOnAdminpanel.png

The Merchant can inspect all the details of the product and Accept/Cancel the request respectively.

17-RefundAndExchange-AdminAcceptOrRejectRequest.png

If the Merchant accepts the refund request than refunds the amount to the customer by clicking on the Refund Amount.18-RefundAndExchangeRefundtheAmount.png

 

EXCHANGE REQUEST:

1)The customer will be able to send the exchange request if the merchant can enable the setting from the backend.

2) After enabling the setting the customer sends the exchange request by following steps.

-> Click on the Exchange Button.

19-RefundAndExchange-Exchangetheproduct.png

 

-> Clicking on the “exchange button”, A Exchange Request Form is displayed. After filling out this form the customer will be able to send the exchange request. admin can allow the customer for two type of exchange product policies.

  1. Exchange product with selected products or its variations.
  2. Exchange the product direct from any product.

1) Exchange product with selected products or its variations

20-RefundAndExchange-ExchangeRequestForm.png

2)Exchange the product form any product

21-RefundAndExchange-ExchangeRequestform.png

->After Clicking on the Submit Request, the Exchange Request transmits to the merchant.

 

The merchant can see all the request from the Order list and view any request click on that particular request.

22-RefundAndExchage-Merchantpanel.png

The Merchant can inspect all the details of the product and Accept/Cancel the exchange request respectively.

23-RefundAndExchangetakeActiononRequest.png

If the merchant approves the Exchange request than exchanged the product and manage the stock by clicking on Manage Stock button.

24-RefundAndExchange-ManageStock.png

 

CANCEL ORDER REQUEST:

1)The customer will be able to send the Cancel Order request if the merchant can enable the setting from the backend.

2) After enabling the setting the customer sends the Cancel Order request by clicking on the Cancel Order Button.

25-RefundAndExchange-CancelOrderRequest.png

After clicking on the Cancel Order your product will be canceled.

26-RefundAndExchange-OrderIsCancled.png

 

CANCEL PRODUCT REQUEST:

1)The customer will be able to send the Cancel Order request if the merchant can enable this setting from the backend.

2) After enabling the setting the customer sends the Cancel Order request by clicking on the Cancel Products Button.

27-RefundAndExchnage-CancelProductRequest.png

Select the product and Click on the Cancel Product Button.

28-RefundAndExchange-selectproduct.png

MANAGE WALLET:

1)The customer will be able to send the Refund Request & Select Refund Amount method if the merchant can enable the settings from the backend.

2) After enabling the setting the customer sends the refund request by following steps.

-> Click on the Refund Button.

29-RefundAndExchange-RefundRequest.png

-> Clicking on the “refund button“, A Refund Request Form is displayed. After filling out this form the customer will be able to send the refund request & also able to select the refund amount method it may be Refund in a custom wallet or Refund through manual method.

30-RefundAndExchange-RefundRequestForm.png

 

REFUND & EXCHANGE FEATURE FOR THE GUEST USER:

31-RefundAndExchange-Refund&ExchangeForGuest.png

After purchasing the product If the guest user wants to refund/exchange the product than filling out the Refund/Exchange Form.

32-RefundAndExchange-Refund&ExchangeForm.png

After filling out the Refund/exchange form the guest user will be redirected to his order thank you page and from there customer can Refund/Exchange the product by clicking on the Refund and Exchange button. 

33-RefundAndExchange-AdminPanel.png

 

 

 

 

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