Free Sales Refund/Return Evaluation

Name: Free Sales Refund/Return Evaluation Template
Brand: Template.net
Availability: InStock

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.

Sales Templates @ Template.net

Streamline post-purchase resolutions with the Sales Refund/Return Evaluation Template from Template.net. This pragmatic template provides a clear criterion for assessing refund or return requests, ensuring fair and consistent customer service. The template is customizable and editable using an Ai Editor Tool to facilitate a smooth, customer-friendly process for handling refunds and returns with professionalism and ease.