Receive returns from online sales and other POS stores via BORIS (Buy Online Return In Store)

How Brightpearl POS supports BORIS

Customers can return items bought online or in another brick and mortar store to any brick and mortar store using Brightpearl POS's buy online return in store (BORIS) functionality.

During this process, POS will complete the following steps:

  1. Locate the original sale from any sales channel
  2. Allow you to select the items being returned and the respective quantities
  3. Allow you to select the warehouse that each basket row will be returned to
  4. Allow you to select the return reason for every basket row
  5. Complete the transaction by offering the available payment methods
  6. Create the sales credit in Brightpearl
  7. Make necessary stock corrections in Brightpearl

The available payment methods for issuing refunds can be configured using the related function in POS as described in the article Configuring payment methods for refunds.

Walkthrough

Here are a few scenarios that could occur and how they would look both in POS and the Brightpearl back office.

The customer returns items purchased online

  1. Go to Sales Search and look up the original sale.
    In this example, the sale to be refunded is from the "Shopify 2" channel. 
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  2. Once found, tap Options > Refund
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  3. Select the items to be refunded and adjust the quantities if needed.
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  4. Tap Create refund.
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  5. In the basket screen, choose the warehouse for return for each for the basket rows.
    In this example, choose "Warehouse north" for the "Avalanche" item and "Warehouse south" for the "Spray" item. This is a mandatory step.
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  6. If this POS store has been configured to require a return reason for each returned row in the basket, select the appropriate ones.
  7. Proceed to Pay.
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  8. Pick the preferred payment method. In this case the purchase was completed online, so you'll choose Submit to Brightpearl so that the refund will be issued via the original channel.
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  9. Once the basket has been submitted and the sale is complete, you will see the related sales credit in Brightpearl along with the stock corrections. 
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    Please notice that the sales credit is not paid, because the monetary transaction will take place in the original sales channel. Also note that the sales credit's channel matches the original sales order's channel.
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    Note that the returned items are put back into stock in the specified warehouses at the respective quantities. 

The customer returns items purchased in another POS store

  1. Go to Sales Search and look up the original sale.
    In this example, the sale to be refunded is from the "Paul's Store" channel. 
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  2. Once found, tap Options > Refund
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  3. Select the items to be refunded and adjust the quantities if needed.
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  4. Tap Create refund.
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  5. In the basket screen, choose the warehouse for return for each for the basket rows.
    In this example, choose "Warehouse east" for the "Spray" item. This is a mandatory step.
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  6. If this POS store has been configured to require a return reason for each returned row in the basket, select the appropriate one.
  7. Proceed to Pay.
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  8. Pick the preferred payment method. In this case we you'll top up the customer's gift card (or issue them a completely new gift card). 
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  9. Once the basket has been submitted and the sale is complete, you will see the related sales credit in Brightpearl along with the stock corrections. 
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    Note that the sales credit's channel is the same as the original sales order's channel.
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    Note that the returned items are put back into stock in the selected warehouses at the respective quantities.
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