Getting Started In The App

outline refundid pos runs inside the refundid mobile app the same app your team already uses for refundid scan docid\ kdxgb6h0uydkfaiwg9jzl there's nothing extra to install and no separate login if a staff member can process returns in the app, they can lodge them too what you need an ipad or android tablet at the counter the app also runs on a phone, but a tablet is far easier to work from with a customer in front of you and an exchange to build the refundid app, from the app store or google play a merchant portal user for each staff member, with returns access see permissions docid\ wkqr1p66a6cippuilh4ty for how access is granted we recommend a user per staff member rather than one shared login, so the event log on each return records who lodged it lodging returns for customers needs to be enabled on your account by refundid if your team doesn't see the option in the app, reach out to your account manager or merchant\@refundid com mailto\ merchant\@refundid com opening the returns flow open the refundid app and log in with the same account you use for the merchant portal tap returns in the bottom bar choose what you're doing lodge return for customer start a new return for the customer at the counter this is refundid pos process return for customer receipt and process a return that already exists, by scanning a label or qr code this is refundid scan docid\ kdxgb6h0uydkfaiwg9jzl underneath those options there's a link reading i'm making a return for myself that switches into the normal customer returns flow, for a staff member returning something from their own order so a team member doesn't have to log out of a store device or use the counter tool on their own purchase store location the top of the lodgement flow shows the store location the return is being lodged against set it once at the start of a shift it's remembered between returns, so staff don't reselect it every time you can skip even that first selection by giving a user a default store under settings > users their store is then preselected whenever they open the flow see permissions docid\ wkqr1p66a6cippuilh4ty the location matters for restocking docid\ ar2qb02myxuatwj3tmyqq it determines which locations are offered when your team chooses where a returned item goes back into stock working on a tablet the flow is built for touch at counter height, so your team doesn't need to configure anything controls, inputs and list rows are sized for finger accuracy dialogs open as sheets that slide up from the base of the screen, so they're reachable while holding the device the layout stays in a single column in both portrait and landscape, so nothing shifts when a staff member rotates the tablet the main action button sits full width in a fixed footer, so it's always in reach and never scrolls away before you go live confirm the resolutions you want available in store resolutions are configured under settings > resolutions and apply to both online and counter returns unless a flow docid\ hh zbvcggpkocri2oam71 narrows them run one return end to end on the tablet, including an exchange, so your team has seen the flow before a customer is watching see running a test return docid\ kq9gmh2ylccb6eyykz1an