Too Easy to Refund a Web Order
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Simon
When a change is made on a web order the pop up that appears makes it far too easy to refund - we have made mistakes at least 10 times that we know of - and it really inconveniences the customer who will not receive their refund potentially for several days. Please can you modify this to make it much harder to refund by mistake. A pop up asking you whether you want to refund Yes or No is too easy to press the wrong button. Please can you remove this functionality and allow it to be done manually only
Suzy Weightman
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Hi all,
We completed these changes in the October release of Cloud POS, so re-entry of the Tender is now required before the refund can be processed.
Thanks,
Suzy
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Bethel Street
It needs a manager code or secondary confirmation it’s ok to refund
Neil McQuillan
I suspect we'd have mutiny on our hands if we removed the integration of ecommerce refunds from the POS, they're a nightmare to support in terms of software and testing, but we added this years ago due to customer demand.
As we do display a popup which warns of the refund, what else could we do here?
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Emily Russell
Neil McQuillan perhaps requiring a "manager code" or similar to authorise a refund and confirm that the pop up has been read? In the cases we have had it has been a case of the pop up being dismissed in error without reading it - perhaps because pop ups are used regularly for many functions and the gravity of this pop up was not realised by our cashier. It is user error, I understand that, and you can't mitigate against that. But belt and braces is no bad thing.
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Simon
Neil McQuillan That is an excellent idea - to require a secondary sign in / code entry to confirm it is a legitimate refund. If that is too much work for you, there must be better ways to present the option for a refund, or to make it clear at a Tender that it is going to be refunded ... moving to the Tender screen and showing a Refund being processed would make it harder to make a mistake, rather than just clicking the wrong button - it is easy to mis-read your pop up and click the opposite ... the eye is just guided to the Yes when the pressure is on and the brain can just click that in the heat of the moment. Could you as a minimum highlight the No button instead of the Yes button if the bigger change is not going to happen. A customer will always contact the shop if they have not been refunded. The reverse is not true, it is very very rare for a customer to let a shop know if they have been under charged.
Neil McQuillan
Simon I see the business problem here, I'm just not sure howto fix it without getting loads of complaints from customers doing a lot of refunds.
For example perhaps force the cashier to reenter their pin, the problem is we have some customers who do hundreds of refunds a day and I suspect putting more steps in would be meet with significant resistance. I know one customer in particular shipped 5,000 orders on CyberMonday of which a significant percentage will rebound.
All that said, that message is pretty clear, so I suspect its just not been read by the cashier. I have some experience with this kind of thing, and if we add more checks, if the cashier is on 'auto pilot' they'll just wade thru them.
What about a daily or weekly check of refunds using the payments grid in Cloud MT (from memory automatic refunds are clear to see in here), you could then catch errors and provide staff training?
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Simon
Neil McQuillan Hi Neil, the problem is that it is a permanent action and training will not solve - I have made the mistake myself just before Christmas when processing a Gift Voucher - I know what to do but in a rush / panic I pressed the wrong button.
Can you please either remove the colour or colour both buttons the same ... that should make some difference. My preference would be to colour the No button blue and leave the Yes White background. That means that if someone clicks No, there is not a permanent problem created, either leaving the shop without money (worst case), or causing significant inconvenience to the customer to have to wait for the refund to show before paying again (or abusing the shop as happened to us on the day I raised this)
Neil McQuillan
Simon Would making the dialog an alert one (e.g. red) perhaps help?
I'll have a chat to see if we can make the default button no.
What do others think of this idea?
Suzy Weightman
Simon: HI Simon/Emily,
What about an input to confirm the value which will be refunded...a bit like a confirm the name of the entry you want to delete.
This would hopefully help to ensure that cashiers don't just press Yes as they'd need to enter the value (i.e. €1.40 in the example above).
What are your thoughts?
Suzy
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Emily Russell
Completely agree, happened to us again today as we were packing the order the barcode accidentally scanned again increasing the quantity to two, so the sales assistant reduced the quantity back to one which triggered a refund. Even with the pop up, it was incredibly easy to refund, and as he said, it shouldn't have refunded an extra product that was put in and then taken out, as the original item on the order remained on the transaction. I appreciate you can't mitigate against human error, but you can help reduce the ease of errors. Could it be possible for no extra items to be added to an order?