Order returns and refunds

Approve or reject an order return

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Record the authorised return decision.

Audience: Purchasing staffPermission: purchase_order_return capabilityModule v1.7.9

Jump to steps

Where to goAdmin Area → Purchase → Order Returns → open return → Approve/Reject

Before you start

Use an account with purchase_order_return capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide helps you do

Record the authorised return decision. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → Order Returns → open return → Approve/Reject.
Go to the record and review the current status, approval chain and supporting files.
Select the supported status, approval, confirmation or signature action.
Provide the required reason, decision, signature or attachment when prompted.
Submit once and verify the new status, approval entry, notification and locked/unlocked actions.

Fields and options

Return sourceReturn type, related purchase order/invoice or other source, vendor and selected items.

Return detailQuantity, warehouse where available, reason, amount, status, attachments and refund records.

Rules and limits

Order-return states exposed by the register include Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.
Approval and refund actions are separately validated from basic record editing.

Check it worked

The supported approve or reject an order return flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

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