coreSTORE - Channels: Refunding a BigCommerce Order

In this guide, we will cover the proper way to refund a BigCommerce order with coreSTORE integration. Keep in mind, this is currently a two-step process: refunding the order on the BigCommerce side and marking the order as Cancelled/Refunded in coreSTORE.

1. BigCommerce Login

First, navigate to your BigCommerce admin site and log in at https://login.bigcommerce.com/.

2. Account Selection

If you have multiple BigCommerce accounts, you may need to select the appropriate account tied to your email. This is common for web developers who assist multiple clients.

3. Click on coreCBD

4. Store Drop Down

You may also need to select the correct store instance if you manage multiple websites under BigCommerce. This is common for companies running separate sister sites for their business.

5. Click on Orders

Next, in your BigCommerce admin menu, navigate to the Orders Dashboard located in the left-hand menu. You can also use the search field by typing "orders."

6. Orders Dashboard

In the Orders Dashboard on BigCommerce, identify the order for which a refund is being requested. You can use the available filters to narrow down your list.

7. Order Refund Action

Once you have found your order on the right hand side of the orders dashboard you will see the 3 dot menu action menu available. Click on the icon to see a list of action options.

8. Click on Refund

Navigate to the refund action option and this will take you to the refund dashboard to select the appropriate method.

9. Refundable items

In the Refundable Items section, you’ll see the line items from the order. Here, you can select which items are being refunded.

10. Line Item Refund

Simply locate the item and adjust the Units to Refund to the appropriate quantity.

11. Click on Continue

Once the items to refund have been established click on continue to go to the refund payment screen.

12. Refund Method

Select your desired refund method for the order.

13. Refund Reason

You may add an additional note specifying the reason for the refund.

14. Click on Confirm Refund

Click confirm refund to finialze the order return.

15. Orders Dashboard

After the refund has been initiated, you’ll notice that the status on the Orders Dashboard has updated, along with the refund details for the order.

16. Navigate to your coreSTORE Fulfillment Dashboard

Now that the refund has been processed, it’s time to mark the order as refunded in coreSTORE. Navigate to the Fulfillment module and select the Dashboard sub-menu.

17. Locate your corresponding coreSTORE

Now, locate your BigCommerce order in coreSTORE and select the order line.

18. Change Status

You will see the Change Order Status drop-down box appear. Select the appropriate status. I have chosen the status of Refund, which also marks the order as canceled, alleviating the committed inventory. If you want to confirm or create a new status, these options can be found under the Fulfillment menu in the Statuses sub-menu.

19. Click on OK

Click OK on the dialog box to finalize the fulfillment status changes. That’s it—we're all done!

Updated on: 10/22/2024