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 POS store to any POS store using BORIS (Buy Online Return In Store) in Brightpearl POS. 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 that are 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 (for all the available payment methods please see below)
  6. Create the sales credit to Brightpearl
  7. Make necessary stock corrections in Brightpearl.

The following payment methods are available for BORIS, based on the original sales channel, the original sale's payment methods and whether POS is online or not. Please note, if the original sale was paid using multiple payment methods, all of them qualify to be available for the refund as per the following.

If POS is online

  • If the original sale was a non-POS sale (e-commerce channels, back office etc)
    • same as the sale payment methods (whichever are enabled in this store) 
    • gift cards (if enabled in this store)
    • store credit (if enabled in this store)
    • pay later (if enabled in this store)
    • submit to Brightpearl (this payment method does not issue the refund directly to the customer but sends the sales credit to Brightpearl so that it can be refunded via the original sales channel)
  • If the original sale was a POS sale
    • same as the sale payment methods (whichever are enabled in this store) - except loyalty cards
    • gift cards (if enabled in this store)
    • store credit (if enabled in this store)
    • pay later (if enabled in this store)

If POS is offline

  • If the original sale was a non-POS sale (e-commerce channels, back office etc)
    • The refund cannot be completed if the original sale was from a non-POS channel and POS is currently offline
  • If the original sale was a POS sale
    • Cash

Walkthrough

Let's assume the following scenarios and walk through what they look like in POS and Brightpearl back office.

The customer returns items purchased online

  1. Go to Sales Search and look up for the original sale.
    In this example, we are going to refund a sale from the "Shopify 2" channel. 
    mceclip1.png
  2. Once found, select Options > Refund
    mceclip2.png
  3. Select the items for refund and adjust the quantities if needed.
    mceclip3.png
  4. Select Create Refund.
    mceclip4.png
  5. In the basket screen, select the warehouse for return for each for the basket rows.
    In this example, we are choosing "Warehouse north" for the "Avalanche" item, and "Warehouse south" for the "Spray" item. This is a mandatory step.
    mceclip5.png
  6. If this POS store has been configure to require a return reason for each returned row in the basket, you need to also select those at this point.
  7. Proceed to Pay.
    mceclip6.png
  8. Select the preferred payment method - in this case the purchase was completed online so we will choose Submit to Brightpearl so that the refund will be issued via the original channel.
    mceclip7.png
  9. Once the basket has been submitted and the sale is complete, we can see the related sales credit in Brightpearl along with the stock corrections. 
    mceclip19.png
    Please notice that the Sales Credit is not paid; that's because the monetary transaction will take place in the original sales channel. Also that the Sales Credit channel is the same as the original Sales Order channel.
    mceclip9.png
    Please notice that the returned items are back into stock in the selected warehouses and the respective quantities. 

The customer returns items purchased in another POS store

  1. Go to Sales Search and look up for the original sale.
    In this example, we are going to refund a sale from the "Paul's Store" channel. 
    mceclip10.png
  2. Once found, select Options > Refund
    mceclip11.png
  3. Select the items for refund and adjust the quantities if needed.
    mceclip12.png
  4. Select Create Refund.
    mceclip13.png
  5. In the basket screen, select the warehouse for return for each for the basket rows.
    In this example, we are choosing "Warehouse east" for the "Spray" item. This is a mandatory step.
    mceclip14.png
  6. If this POS store has been configure to require a return reason for each returned row in the basket, you need to also select those at this point.
  7. Proceed to Pay.
    mceclip15.png
  8. Select the preferred payment method - in this case we choose to refund the customer into their Gift card (could also be a completely new gift card). 
    mceclip16.png
  9. Once the basket has been submitted and the sale is complete, we can see the related sales credit in Brightpearl along with the stock corrections. 
    mceclip18.png
    Please notice that the Sales Credit channel is the same as the original Sales Order channel.
    mceclip17.png
    Please notice that the returned items are back into stock in the selected warehouses and the respective quantities. 
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