Return
WinPOS
Last updated
WinPOS
Last updated
Returns of any items must be done by pressing the 'blue cart' button on the right side of the screen. The screen will appear the same as the normal sale transaction screen except for a box on the bottom that asks for a refund reason. This reason applies to all items in the return.
User has the option to verify the refund, he then can press the select receipt button to bring up the receipt in which the refunded items had been purchased in, you can scan the bar code at the bottom of the customers receipt for quick access into the receipt number box. This allows the user to ensure the refunded items had been purchased at the store.
Quantity and price of the items are not verified and can be adjusted. User is prompted as to whether they want to return all items (if yes - screen populated with items purchased on that transaction number, if no is selected - screen is in it's original empty state so the user can enter the item(s) they want to return).
On a return of an exchange item, the user cannot enter the transaction number from the receipt (it only accepts sales transaction receipts), user must obtain from the back end the related sales transaction number that corresponds to the exchange transaction number on the receipt (see System Admin for clarification). If user attempts to use the exchange transaction number they will get the error message "Invalid transaction number or data is not available".
Verified returns can only be processed once the transaction has settled. If the transaction has not settled the user will get an error from Auth.net "Auth.net error: The referenced transaction does not meet the criteria for issuing a credit [54]". Once the batch settles the user can process the return.
Details:
All transactions work the same as the sales screen except that the amounts are decremented from the register. Also all options have the same function as they had when performing a normal sale.When returning items, that had a discount applied or the Quantity has changed, user can use the line item edit to apply for both. The system will recognize the difference and apply the discount accordingly.
Allows the users to verify returned items against a purchase receipt number for a quick return or exchange, by setting the return verification on the CAS or at the POS.
Step 1 : On POS, go to Configure --> Settings --> Transactions --> Refund Verification. Click on the check box to enable refund Verification.
Step 2 : After selecting return, the refund reason can be selected, and the verify option will be able to be checked. the user can then select the transaction. Allowing for a quick return of all items in that sale or an exchange.
If you wish to process a refund without requiring the transaction #, the steps are similar to those above. You will first need to disable the "verify" option.
Step 1 : Turning off Verify After pressing the blue return button, look down below to ensure your option for Verify has been unchecked.
Step 2 : Add Items to refund in cart You will now add the items to the cart, which you wish to return. There will be no step requiring you to enter a transaction number. The items will enter the transaction at a negative total.
Step 3 : Completing the return Select tender type as usual. If refunding to credit card, it will process credit on original credit card used.
In the moment you wish to perform an exchange on items, begin with the Refund option above. Before choosing to tender the refund, follow the steps below to add the exchange items to the transaction.
Add items you wish to exchange:
Before adding items you wish to process as an exchange, verify the blue refund button has been removed from the bottom of the transaction screen.
If it is there, press the blue return button at the top right side, to exit the return mode.
Once the return mode has been turned off, add the items you wish to exchange.
You will see the items being returned show a (-) in front, and items being sold in exchange, will show at a positive amount.
If any refund is due to the customer, it will show in the total as a (-) amount. Continue tendering the transaction to refund the customer the difference.
If an amount is due to collect from the customer, it will show in the total as a positive amount. Continue tendering the transaction to collect amount due from the customer.
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