How to Configure Orders

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Learning Center Mekari
  • Updated

Order Settings can help manage various rules related to the Refund, Return, and Exchange processes. You can adjust the terms according to your operational needs, such as determining the return period. Order settings also include the Daily Sales Report and Approval Line features to ensure that each process runs according to the applicable policies. Here are the steps.

  1. Go to the Settings menu in the Mekari POS Back-office.

  2. Click the “Order settings” submenu under Operations.

  3. You will see settings as follows.
    On this page, users can configure:

    Rule Description
    Refund Refunding funds without returning the item stock.
    Return Refunding funds while returning the item stock.
    Exchange The process of exchanging one item for another.
    Daily Sales Report Email Configuring automatic delivery of sales reports via email.
    Approval Line Configuring approval from a second staff member before the refund, return, or exchange process.

A. Refund & Return

  1. On the Order settings page, click the “Configure” button for the Refund or Return option.
     

  2. Set the order return limit. Toggle Enable Operation to display the return button in the Mekari POS app. 
     

  3. Toggle Keep the original order as paid to determine whether the original order will be changed into a return order or retained and a new order created with a return label, such as Return or Refund.

  4. Click the “Save” button, then check the Mekari POS app to see the return button displayed in the Mekari POS app.

B. Exchange

  1. On the Order settings page, click the “Configure” button for the Exchange option to set the return time limit.
     

  2. Toggle Enable Operation to display the return button in the Mekari POS app. Set the order return limit under Time limit. Enable keep the original order as paid to determine whether the original order will be changed into a return order or retained and a new order created with the Exchange return label.

  3. Toggle to configure additional settings related to Item Exchange. Click the “Save” button, then check the Mekari POS app to see the return button displayed in the Mekari POS app.

    Option

    Description

    Accept payment for the difference Allows exchanging an item for an item with a higher price.
    Refund the negative difference from an exchange 

    Exchange an item for an item with a lower price.

    Allow exchanging multiple items  Exchange an item for more than one item. Example: exchange 1 unit of Product A for 3 units of Product B.

C. Daily Report

  1. On the Order settings page, click the “Configure” button for the Daily Sales Report Email option.

  2. Toggle to activate the daily report menu. Select the outlets to which the daily report will be sent.

  3. Scroll down to enter the business hours and email delivery time in the available fields. Then, add the recipient’s email address. When finished, click the “Save” button.

That concludes the explanation of how to configure orders in Mekari POS. Next, you can learn how to set approval rules for order cancellations and returns here.