Refund Management

Video Tutorial:

There are two methods available in the system that allows users to retrieve the shipping cost back to the user account:

• Cancel
• Refund

Important Notes:
1. The shipment must not be scanned
2. If those shipments are billed
   the shipments are no longer available
   to be voided

Functions Under the Loan Function Page:

• Review Refund History
  • Available Balance
  • Loan
  • Status Tab
  • Refund Status
• Request for Refund
• Search Refund Request
• Apply Filters
  • Filter Types
• Arrange Categories
• Export

Review Refund History

Search Path：Accounting operation - Refund Shipment 

Click "Refund Shipment"

Review the existing refund requests

Notes:

Available Balance

• The funding that has been remitted and confirmed receiving

Loan

• The credit amount that has been approved to the user

Status Tabs

• This is a sort function that helps users to sort and view the refund history with the selected refund status tab

Refund Status

• All
  • All Requests are shown under this index
• Pending
  • The refund request is under the review
• Success
  • The refund request has been approved
• Denied
  • The refund request has been denied
• Exception
  • The refund has been review and an error or exceptional circumstance has occurred

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Request for Refund

Search Path：Credit Card Icon - Refund Shipment - Refund

Click the "Refund" button

Input the tracking number(s). one tracking number per line to separate tracking numbers and click "Next"

The system will show the tracking that is available for the refund and click "Confirm"

Notes:

• Use the select function to select or deselect the boxes
• Only the unscanned or non-billed package can be refunded

Review the requested refunds

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Search Refund Request

Search Path：Credit Card Icon - Refund Shipment - Search Engine

Input the order or tracking number in the search field and hit "Enter" or click any open area on the page

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Apply Filters

Search Path：Credit Card Icon - Refund Shipment - Filters

Select the filter options to apply (Please see below notes)

Notes:

Filter Types

• Request Date
  • Input Date
• Carrier
  • Select Carrier

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Arrange Categories

Search Path：Credit Card Icon - Refund Shipment - “Eye” Icon

Click the "Eye" icon

Check to show, or uncheck to not show the categories

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Data Export

Search Path: Credit Card Icon - Refund Shipment - Export 

Click the "Export" icon to export all refund shipments

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