The loyalty program will award points for purchases. However, when customers cancel or return an order, they should not earn points for that order. Zinrelo has a way of handling returns. This video will explain the process of handling returns.
The first thing you need to do is to change the purchase activity settings so that customers don't get points immediately after a purchase. Instead, points will be kept in a 'pending' status till the return period is past. After this duration, points will be auto-approved by the system. If within this period, a customer returns an order, you can reject that pending transaction so that the customer doesn't get points for the returned order.
There are 3 ways to reject a purchase transaction in the system:
- Manual: All pending transactions will show up in the 'Moderation' tab in your Zinrelo admin console from where you can search for a particular customer's order and reject that.
Using the API: When a returned order is captured in your system, make an API call to Zinrelo to reject that transaction in the loyalty program. The technical API document with sample codes has been uploaded at https://zinrelo.github.io/slate/
To process returns, you need to hit the Return API endpoint.
- Batch Mode: If making an API call from your system is not possible, you can consolidate all returned orders in a day in a single file and upload that to Zinrelo's FTP. You can automate this process of the daily FTP upload. When Zinrelo processes the file at the end of the day, all returned orders will be rejected from the program. For details refer Purchase Activity Integration via Batch Mode.