Returns

Returns

 

 

Overview

 

The Credit Memo function is used when a customer returns merchandise. The system will credit the customer the return amount with the original tender used when the purchase was made; if the original tender is not available, the system will allow the credit in cash. Merchandise returns can be credited to a House Charge, Bank Card, Cash, etc.

 

Note: See Debit Card Credit Memos for further information regarding a return to a debit card.

 

Steps: Returns

 

 

  1. At the Point of Sale screen, retrieve the customer and the account for the return.

 

  1. Once the customer is displayed in the box at the top of the Point of Sale screen:

    1. Click on the Transaction Information box.

    2. Click on the Other Transactions button. (Note: a parameter can be set to default the entire transaction ticket as a credit memo.)

    3. Click on the Credit Memo button.

 

  1. Begin typing the item number being returned at the top of the screen and the Enter Item for Credit Memo box will appear.

 

  1. The system will then display a list of possible return reasons:
    1. Select a return reason and click OK. (Note: the reasons displayed are from the Return Reasons table.)
    2. If a valid return reason is not listed, a new return reason can be added to the list:
      1. Select the return reason *Other Reason’ and click OK.
      2. In the space provided, type in the new return reason and click OK.

 

  1. The System will display the following message: Enter the original Invoice Reference Number on which the part was purchased or click OK to do a search.

    1. Enter the original Invoice Number and click OK.

    2. If you are unsure of the original Invoice Number, a search can be performed:

      1. Click OK to start the search

      2. If applicable, click on the original Invoice Number from the list and click OK.

      3. If the original Invoice Number cannot be located, click on the No Match button.

        1. The system will then verify that the logged in user’s security level is greater than the security level specified in the shop settings.

        2. If the logged in user’s security level is lower than the shop question security level, the system will prompt the user to enter a manager’s User ID password.

        3. If the manager’s User ID entered does not have a high enough security level, a ‘Higher security level is required’ message will be displayed and the return declined.

 

  1. Note: When more than one item is being returned, the user has the following options:
    1. Access the Credit Memo function for each item being returned.
    2. Add each item being returned to the invoice and manually change the quantity ordered to a negative value.

    3. Set the entire transaction ticket as a Credit Memo by checking the parameter ‘Set Selected Type As Default for This Ticket’. This parameter is located towards the bottom of the Other Transactions screen.

 

  1. In the Ordered/Shipped fields, verify that a negative number appears for each item being returned.

 

  1. Once all items have been added to the ticket, tender the transaction.

    1. Select the Pay Type(s) the credit should be received in and click OK to complete the transaction.