Processing a Customer Return / Exchange

If a customer would like to return an item, processing the return uses the same functions within the POS but in a slightly different way.

• Look up the customer account (if available and depending on your company's policies regarding returns.)
  • Your company may require that the transaction be located in Edit Customer > history tab
  • For returns without a customer account, your company may require a receipt
  • For returns without a customer account or receipt, your company may require that you find the original sale in POS > Search Invoices 
• Scan the item that is being returned

• Click on Change Qty {F12}
• Click the Refund button in the window that pops up

• Click on OK {Enter}
• Depending on your company's configurations, a box may pop up asking if the item is resellable or not

• {Yes} will put the item into store inventory
• {No} will not put the item into inventory so it may be returned to your warehouse or office, returned to the vendor, or discarded
• At this point the Total Due will change from a positive charge to a Credit Balance amount

• To sell a replacement item or different item, scan that item and complete the sale as you would any normal sale
• To add the return amount to the account as a credit - if they are going to shop for something else or come back later - click the Add up to $x.xx in Store Credit {F3} button
• To give a refund in cash, click on Finish Sale {+} and give the amount that shows on screen
• To put the amount back onto their Credit Card, click on Credit Card {F4} and follow the credit card prompt, also having the customer put their original Credit Card used into the terminal
• Refunds for Check purchases will be based on your company's policy for such a return and might be dependent on the amount of the original check or days since check was initially used