Workflow Templates: Returns and Refunds Checklist

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Returns and Refunds Checklist

Return Policy Development

Define the time frame within which returns are accepted.

Specify the condition of items eligible for return (e.g., unopened, tags attached).

Detail the process for customers to initiate a return.

Outline any restocking fees or return shipping costs that may apply.

Include exceptions for certain products or categories (e.g., final sale items).

Return Processing

Verify the condition of returned items upon receipt.

Update inventory to reflect returned items.

Process refunds through the original payment method.

Notify the customer of the return status and refund completion.

Document the return for record-keeping and analysis.

Customer Communication

Provide clear instructions on how to return items on the website.

Send confirmation emails when a return request is received.

Offer customer support options for return-related inquiries.

Communicate the expected time frame for refund processing.

Follow up with customers after the return is processed to ensure satisfaction.

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