I recently purchased a new laptop computer from Dell. As a GNU/Linux user and believer in Free Software, I knew from the start that I wasn't going to run Microsoft Windows. Unfortunately, Dell didn't offer this laptop with Ubuntu or a no-OS option, so I tried getting my Windows refund from Dell after the purchase. After working with customer service, I received a refund of $52.50. In the course of getting my refund, I found some techniques worked better than others. By knowing what works, you may be able to get your refund quickly and easily.
Be prepared and set realistic expectations
Before you go down this route, be prepared. Getting your Windows refund may take several hours of work, after which you'll get a small amount of money -- nowhere near the full retail price of Windows on the store shelf. Though your win may be more of a victory for principle than your pocketbook, it is possible to win, and you'll have made an important stand.
Getting a Windows refund only works if your computer is new. If you've booted into Windows once and hit the Accept button at the end of the Microsoft EULA, you're disqualified. Ideally you'll plan on getting your Windows refund before placing your order with the vendor. If you are ordering a new machine, first call the vendor to see if they offer a no-OS option. If they do, use it. If the machine does not come without an installed OS and you have to buy Windows, purchase the lowest-end Windows that you can. In my case, that meant buying the computer with Microsoft Windows XP Home Edition.
When your computer arrives, document each step of unloading your computer. I took a tip from UK reporter Dave Mitchell, who received a Windows refund from Dell, and took pictures of myself at each step of the process, including opening the box and each and every page of the Microsoft EULA. I zoomed in on the relevant section about returning the license to the vendor. I also zoomed in on the radio button which says "Do Not Accept" and showed myself rejecting the license. This will add some time to your initial computer use, but is proof that you read and rejected the license.
Before you make the call, have everything you need in front of you. You should have all the details of your order, including the order number, date purchased, and even your credit card number. You should have the computer's serial number and, in the case of Dell, its Express Service Code. Later in the process, you may need your Windows Certificate of Authenticity (COA) key. It's on the holographic label usually found on the bottom of the laptop. You might find it easier to just have the laptop itself handy.
You'll also want to have the text of the EULA ready. You probably don't need the entire thing, but the specific wording about returning Windows to the vendor may become key.
Lastly, you're going to want to have a pen and paper ready. If your phone is wireless, you'll want to be sure it's fully charged, and keep a beverage handy -- you could be on the phone a while.
Preparing for the call
By this time in the process, you're probably itching to get on the phone, get on your soapbox, and get your refund. Resist the urge. Remember that you're looking to exercise a legal right. You're not going to change anyone's mind about Free Software, and any extra time you spend in the process only takes you further from your goal.
Be polite. A customer service representative is used to handling dozens of issues a day, but your issue is going to be outside the norm. The person on the other end of the phone is your representation on the company's side, so you want to keep him or her as happy as possible. Don't get angry, don't yell, don't be rude. If things become tense, disarm the situation with kindness, and, if it's appropriate, a joke.
You will be put on hold. Dell is fairly good about not leaving folks on hold (especially business customers), but I was put on hold a number of times. There's nothing you can do about it, so just be polite and accept it. What you're asking for is so unusual that they'll probably need to call supervisors. Let them.
Expect excuses. They're going to look for ways not to give you the refund. After all, they've never heard of this, so it must be impossible. My first customer service rep said that he couldn't refund my license because I wasn't charged for it. If you hear something like this, don't be discouraged, and don't take it as the final word. I'll tell you how to counter these sorts of arguments in a moment.
Don't argue, escalate. If you find you're not getting anywhere with your customer service representative, or you're going over the same point several times, it's time to escalate. Remember our previous guideline of not being rude. You can ask to be transferred without making it into a confrontation. Be sympathetic: "I see that you're trying your best, but that you're not able to do anything else for me. Would it be possible for you to transfer me to someone else?"
Be persistent. You'll probably have to speak with several people, repeat yourself, and hear lots of excuses about how you're not entitled to what you're asking for. You're in the right, and as long as you're in the pipeline, you're making progress. When you're not making any more progress, escalate.
Don't settle. At several points in my communications with customer service, I was offered coupons, even in excess of what I was asking for, but coupons aren't money. Politely explain that you're looking for a refund in cash (or credit back to your credit card).
Use the precedents. If you're in the UK, you can mention reporter Dave Mitchell as someone whose already received a Windows refund. If you're in the US, you can use me. If they've given refunds to the two of us, why not you?
During the call, you may find that the customer service representative will come back to you with several excuses about why you're not entitled to your refund. I've compiled a list of them, some which I heard and others which I didn't, and good responses to them.
"You can't return the operating system because the computer can't work without it."
That's the easiest argument to counter. Explain that you run GNU/Linux (or FreeBSD, or whatever operating system you've replaced Windows with).
"You didn't pay anything for Windows."
Since the price of Windows was included in the price of the computer, they may try to argue that you didn't pay anything for it. This one is easy to debunk. Windows costs money -- everyone knows that. Once you establish that Windows does indeed cost money (and you can't get it for free) then the only remaining issue is how much you paid. Since Microsoft contracts out with hardware vendors, there's no actual way to know how much Windows costs a given retailer. This being the case, I was asking for the price of an OEM copy of Windows XP Home SP2 that I found on Newegg, which was $89. In the end they gave me $52.50. I don't know if this is really how much Windows costs, but it's a non-trivial amount and I can well imagine that one of the world's largest computer makers can get a good deal on Windows licenses from Microsoft.
"You bought the bundle."
They may tell your purchase was a bundle, that Windows came on the computer as a packaged set and you can't return one without the other. What you have on your side to counter this is the license itself, which says that you may choose to not accept the license and return it to the vendor. No matter what they say regarding a bundle, the legal wording of the license is clear. I heard the B word several times, and each time I explained the terms of the license to them, with the license wording at hand in case I needed to quote it verbatim. If the customer representative tries to cut the conversation short saying it's a bundle, stay polite, but explain that the license is quite clear and that you're just going by the legal wording and exercising your right to return the operating system.
"How about a coupon?"
I was offered coupons several times. I'm guessing that coupons are easy to give to customers as a way to keep them happy. While you're rejecting the coupons, realize that this is a small victory. All you have to do at that point is ask for cash.
"You need to return the CD."
As a condition to getting my Windows refund, I was required to give the COA key to the customer representative and return the Windows CD itself. Dell was kind enough to pay for shipping of the CD, so all I had to pay for was the envelope. Your vendor may not be as generous regarding the shipping, but by this time, you've won.
You win - or not
If you're not working with Dell, you may not have the same success. In this case, you might need to take another tack. Small claims court may be an option. You file paperwork with the court, pay a small fee, and show up in court with all your documentation. You'll need to make your case quickly and succinctly. You may also want to contact the Better Business Bureau for help. Many reputable businesses take the BBB seriously and may be more willing to work with you after it has contacted them. In any case, you'll be spending time and money to resolve the issue, but so will the vendor, so they're likely to look for an amiable solution as quickly as possible.
To summarize:
If you follow these guidelines, you're likely to come out with a working computer without the Windows tax.
I would be remiss if I did not offer a special thank you to Dell. Despite my initial difficulties, Dell eventually came through. After hearing stories on the Net about folks having to bring their vendor to small claims court, I'm happy I picked a company with reasonable policies and people. I especially want to thank Seema, the floor manager who worked with me on my case and offered me the refund.
Note: Comments are owned by the poster. We are not responsible for their content.
"The vendor (or would you sue MS directly?) is not likely to show up in small claims court for such a small amount of money."
I suspect the justice department would be very interested if Microsoft endorsed your interpretation, since, IIRC, they argued exactly the opposite when accused of engaging in anti-competitive practices, to wit, requiring OEMs to sell their operating system with each and every computer. I suspect the wording in the license was added to specifically disclaim exactly the interpretation you are proposing.
--MarkusQ
Windows and your PC are two completely different products. It's too difficult to deliver a car without tires, so you could say that tires are required -- but, even then, most car dealers will allow you to ask for non-standard tires on your car if you get it from the factory (rather than off the lot).
Just having that wording in their license and not having an option to purchase their various models without Windows is probably enough for someone to file a lawsuit.
It's just too expensive for most people to file a lawsuit over this.
((
IANAL. If you want a real legal opinion, ask someone with a license to sell it to you.))
The Windows EULA<nobr> <wbr></nobr>... does NOT say that you can get a refund for JUST the Windows operating system
Dead wrong. What the EULA says is this:
IF YOU DO NOT AGREE, DO NOT INSTALL, COPY, OR USE THE SOFTWARE; YOU MAY RETURN IT TO YOUR PLACE OF PURCHASE FOR A FULL REFUND, IF APPLICABLE.
"IT" clearly refers to "THE SOFTWARE" in this sentence.
Dell's "terms of sale"... say that the operating system is bundled software and may only be refused/returned if the entire system is returned.
Bullshit. Did you make even the slightest effort to know what you were saying?
<a href="http://www.dell.com/terms" title="dell.com">http://www.dell.com/terms</a dell.com> says this:
"All software is provided subject to the license agreement that is part of the software package and you agree that you will be bound by such license agreement."
They'd also be totally in the right to say that there is no purchase price for Windows because they provided it to you free as an incentive to purchase their system
Except for the fact that this isn't what they say when you buy the system. What their website says is Windows is "Included in Price."
I say, good for you, Serge!
The Windows EULA<nobr> <wbr></nobr>... does NOT say that you can get a refund for JUST the Windows operating system
Dead wrong. What the EULA says is this:
IF YOU DO NOT AGREE, DO NOT INSTALL, COPY, OR USE THE SOFTWARE; YOU MAY RETURN IT TO YOUR PLACE OF PURCHASE FOR A FULL REFUND, IF APPLICABLE.
"IT" clearly refers to "THE SOFTWARE" in this sentence.
IF YOU DO NOT AGREE TO THE TERMS OF THIS EULA, YOU MAY NOT USE OR COPYTHE SOFTWARE, AND YOU SHOULD PROMPTLY CONTACT MANUFACTURER FOR INSTRUCTIONS ON RETURN OF THE UNUSED PRODUCT(S) FOR A REFUND IN ACCORDANCE WITH MANUFACTURER'S RETURN POLICIES''
> > Dell's "terms of sale"... say that the operating system is bundled software and may only be refused/returned if the entire system is returned.
> Bullshit. Did you make even the slightest effort to know what you were saying?
> <a href="http://www.dell.com/terms" title="dell.com">http://www.dell.com/terms</a dell.com> says this:
"All software is provided subject to the license agreement that is part of the software package and you agree that you will be bound by such license agreement."
For customers who want to return, for refund or credit only, either applications software or an operating system that has been installed by Dell, the whole system must be returned, along with any media and documentation that may have been included in the original shipment.
Microsoft isn't allowed to make deals like that with vendors. If they did, then they're violating the law. The hard pert is proving that this is (either explicitly or implicitly) the deal that they have with the vendors.
Perhaps things will change, now that the Dem's control Capitol Hill.
I think that it's a good thing to support local vendors, but I also think that the reason why a lot of Linux users buy grey boxes from a corner store is that they can't get a box from the likes of DEL without paying the Windows tax (one way, or the other).
If enough people start demanding their Microsoft Tax back from Del, then Del might change their policies of not allowing untied systems.
Well, if I was a business owner buying 100 machines, and I realized that DEL was charging me $50 more for each computer without Windows than the were for identical boxes with windows, and that I could save a furter $5250 by getting a refund for the Unused product in the cheaper bundle by rejecting the license, I'd hire a temp to spend one week, fulltime badgering Dell about my refund, and still come out $9050 ahead of the game.
($5000 for buying the the cheaper version, and $5250 for the MS Tax refund, minus $1200 for hiring someone for a week fulltime at $30/hour).
The fact that this process is so difficult shows the power that a monopoly has over vendors like Dell. And it's very clear that this monopoly power brings Microsoft revenue for copies of Windows that are unwanted and unused.
But I don't think this refund process is the right way to go. It is possible to buy a computer without Windows installed - the last 3 computers I've bought have come without Windows. Of course, I did not buy any of them from Dell. Buy what you want, not what you don't want.
small claims court
Posted by: Anonymous Coward on January 06, 2007 03:31 AMThe vendor (or would you sue MS directly?) is not likely to show up in small claims court for such a small amount of money.
If they do show up, they will lose, but they might convince the judge that the real value is lower than the retail value.
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