To refund a customer's balance, follow these steps:
Step 1: Log into Kanpla Administration:
Navigate to the main page by clicking on Overview in the left-side panel.
Step 2: Find the Customer's Order:
Go to the Ordering Overview.
Apply the necessary filters:
Filter by Orders: Select "Orders" to view placed orders.
Filter by Salesplace: Choose the salesplace associated with the customer (you can find the salesplace by searching for their name in the User Overview section).
Filter by Date: Set the correct date range to include the day the order was placed.
Filter by Module: Select the relevant module where the order was placed.
Step 3: Search for the Customer:
Enter the customer's name (e.g., Jane Doe) in the search field to locate their order.
Step 4: Initiate the Refund:
Once you find the order, click on it to expand the details.
You will now see a red “Refund” button.
Click on the Refund button to process the refund back to the customer’s balance.
This will refund the amount directly to their Kanpla account balance.