CANCELLING / REFUNDING AN ORDER AFTER RECEIVING PAYMENT (ORDER STATUS: IN PROGRESS OR COMPLETED)

When the client has already paid for the order, you have two options when cancelling an order:

1. REFUND ORDER: This has a financial and stock impact

2. CANCEL ORDER: This has only a stock impact

1. REFUNDING THE ORDER

Use this option if you want to refund the order which will issue a Credit Note to your client. This option has a financial and stock impact. You can credit an order and revert stock (optional).

From the Nimbl Portal, under the STORE tab, click on ORDERS to open the drop down and click on SEARCH ORDERS.
Enter the order number of the new order and click on the SEARCH ORDERS button.
Click on the VIEW button
Click on the REFUND/CANCEL ORDER button.
A pop-up will appear giving you the choice between REFUNDING the order or CANCELLING the order.
Click on the GOTO REFUND ORDER button.

The order will appear (left hand side) and give you the option to add products to your credit note (right hand side).

By clicking on the ADD button, it will be moved to the credit note side.

You can adjust the amount of that product that you would like to refund (for example if you sold 10 of an item, but only want to refund 2 you can adjust the amount to 2). Click on the ADD TO CREDIT NOTE button.

Your item will now be on the credit note side (right hand side).

ADJUSTING THE FINACIAL AMOUNT (if applicable)

You can adjust the amount according to your refund policy. The amount shown will be the invoiced amount. Click on the AMOUNT if you wish to change it.

A pop-up will appear in which you can adjust the amount and click on the ADJUST AMOUNT button.
The new amount will now show on your credit note.

REPLENISHING STOCK (if applicable)

It will also show if the product is tracked stock and therefore you can choose if you wish for the stock to be replenished back into your inventory. TICK the box if you want the stock to be replenished.

CREATING THE CREDIT NOTE

Once you are happy with the credit note, click on the CREATE CREDIT NOTE button.

TOP TIP: You can only create a credit note once, therefore, be VERY SURE of the products, quantity and financial amount you wish to refund.

Your credit note will now appear on the order details. Should you wish to send your client the credit note, click on the DOWNLOAD CREDIT NOTE button.

Open the file and the credit note will be available to save and send to your client.

2. CANCELLING THE ORDER

Use this option if you want to cancel the order in its entirety with NO Credit Note. This option has NO financial impact, ONLY a stock impact. Your stock will be reverted.

From the Nimbl Portal, under the STORE tab, click on ORDERS to open the drop down and click on SEARCH ORDERS.
Enter the order number of the new order and click on the SEARCH ORDERS button.
Click on the VIEW button
Click on the REFUND/CANCEL ORDER button.
A pop-up will appear giving you the choice between REFUNDING the order or CANCELLING the order.
GOTO CANCEL ORDER button.

Click on the CANCEL ORDER button.

THE FOLLOWING WILL HAPPEN WHEN THE ORDER IS CANCELLED:

If stock is TRACKED, it will be re-added to the available stock for that product.

The order status will be marked as "CANCELLED" and you will not be able to re-open it.

This order will not be part of any Reports based on Orders.

Click on the CANCEL ORDER button.
A pop-up will appear asking if you are sure you want to delete the order. Click on OK.

YOUR ORDER HAS BEEN CANCELLED IN ITS ENTIRETY AND YOUR STOCK WILL BE BACK IN YOUR INVENTORY (if it was marked as tracked stock).

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