Returning a Sale

Overview:

There are many ways to return a sale in the software. This article will follow step-by-step instructions for returning a sale through each of the following methods:

• Part One: Recent Transactions
• Part Two: Scanning a Sales Receipt
• Part Three: From Scratch in Sales module
• Part Four: Sales Report

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the following modules:
  • Point of Sale
  • Reports
• Must have a connected barcode scanner if intending to return a sale via scanning the receipt

Steps: Part One

Follow the below steps to return a sale through Recent Transactions:

1. Go to the Sales module.

2. Locate the sale in "Recent Transactions" in the top right of the Sales Screen.

3. Click on the blue Sale ID for the sale needing to be returned.

4. Select "Issue Full Return" to pull all items on the Sales receipt into the cart for return.

5. If there are items on the transaction you do not wish to return, click the Red "X" to remove those from the return.

6. If the customer originally paid with a credit card and would like to return the sale to that credit card, then select 'Issue Refund'. Note: Issue Refund will only display if the return was created from the original sale.

Otherwise, select Return Now to display the available return options.

7. A pop up screen with return options will display. Select the preferred Return Method to complete the transaction.

Steps: Part Two

Follow the below steps to issue a return by scanning the Sales Receipt:

1. Go to the Sales module.

2. Click into the item search field and scan the barcode at the bottom of the receipt with a barcode scanner to load all items into the shopping cart. Remove any items not being returned by selecting the red 'X' next to those items

3. If the customer originally paid with a credit card and would like the sale returned to that same card, select "Issue Refund" that will display under the the return total (See image from step 6 above). Otherwise, if you wish to issue the return to a different payment method, select the green "Return Now" button.

4. Choose the method in which you would like to issue the return and complete the transaction.

 

Steps: Part Three

Follow the below steps to issue a return from scratch in the Sales module:

1. In the Sales module, select 'Return' in the top right corner of the shopping cart to switch into return mode.

2. Search, scan, or quick button the items you want to return.

3. Select "Return Now". Note: This will not link this return to a previous sale in reports.

4. Choose the method in which you would like to issue the return and complete the transaction.

Steps: Part Four

Follow the below steps to issue a return through the Sales report:

1. Go to the Reports module

2. Select the "Sales" report from your report list.

3. Use the filters across the top of the report to find the sale that needs to be returned and select 'Run' to load the results.

4. Once the sale has been located, select 'Edit #' to view Sale details. In the pop up box select 'Issue Full Return' to bring all items from this transaction back to the shopping cart to be returned.

5. Once the items are in the shopping cart, use the red 'X' to remove any items that are not being returned.

6. If the customer originally paid with a credit card and would like the sale returned to that same card, select "Issue Refund" that will display under the the return total (See image from step 6 of returns via Recent Transactions). Otherwise, if you wish to issue the return to a different payment method, select the green "Return Now" button.

7. Choose the method in which you would like to issue the return and complete the transaction.

FAQ:

Q: How long after the original transaction are returns able to be issued for credit cards?

A: A return can be issued 45 days after the original transaction for Card Present transactions and 180 days after Card Not Present transactions.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737