Free Sales Refund/Return Evaluation Template
Sales Refund/Return Evaluation
I. Evaluation Summary
The following evaluation pertains to a refund request for the [Product Name] received on [Month, Day, Year]. The request has been carefully reviewed based on [Your Company Name]'s return and refund policy guidelines, customer purchase history, product condition, and the legitimacy of the customer's claim.
II. Evaluation Criteria
A. Customer Purchase Verification
Order Number |
[Insert Order Number] |
Purchase Date |
[Month, Day, Year] |
B. Product Return Condition
Product Condition |
Unused, original packaging |
Serial Number |
[Insert Serial Number] |
Return Received |
[Month, Day, Year] |
C. Customer Claim
Reason for Return |
Defective upon arrival |
Customer Statement |
Provided, indicating issues with product startup |
D. Policy Compliance Check
Return Policy |
Returns accepted within 30 days of purchase if the product is defective |
Return Timeline |
Compliant (Returned within 9 days) |
Documentation |
Complete |
III. Detailed Findings
A. Customer History and Background
Customer Profile:
-
Name: [Customer Name]
-
Email: [Customer Email]
-
Purchase History: 5 previous purchases in the past year, no prior returns
Return History Analysis:
-
Frequency of Returns: First return request
-
Average Spend per Order: [$350]
B. Product Evaluation
Defect Confirmation:
-
Inspection Date: [Month, Day, Year]
-
Inspection Results: Confirmed defect in the power supply unit
-
Repair Feasibility: Non-repairable defect
Financial Implications:
-
Product Value: [$499]
-
Potential Refund Amount: [$499]
Restocking Possibility
-
Product Status: Non-restockable due to defect
IV. Policy Review
A. Compliance Assessment
-
Findings: Customer and product comply with all stipulated refund conditions
-
Prior Incidents: No prior incidents reported with similar products
-
Policy Exceptions: None applicable
B. Decision Metrics
Criteria |
Details |
Compliance |
---|---|---|
Return Within Policy Terms |
Within 30 days of purchase |
YES |
Product Condition |
Unused, in original packaging |
YES |
Documentation Provided |
Proof of defect, original receipt |
YES |
Customer Claim Validity |
Verified by inspection |
YES |
Financial Impact |
Under allowable limit |
YES |
V. Conclusion and Recommendation
Based on the comprehensive evaluation conducted, the refund request for [Product Name] meets all the necessary criteria set forth in [Your Company Name]'s return and refund policy. The customer has a positive purchasing history, the product defect was verified by our inspection team, and the return was initiated well within the policy timeframe.