Core Returns

Overview

The Core Charge Return function is used when a customer returns a core. The system will credit the customer the core 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. Core returns can be credited to a House Charge, Bank Card, Cash, etc.

Steps: Core Returns

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

2. 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 Core Charge Ret button.

6. Begin typing the item number for the core being returned at the top of the screen and the Enter Item for Core Charge Ret box will appear.

7. 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 do start the search.

2. Click on the original Invoice Number from the list and click OK.

12. Note: When more than one core is being returned, the user has the following options:

1. Access the Core Charge Return function for each core being returned.

2. Set the entire transaction ticket as Core Charge Return by checking the parameter ‘Set Selected Type As Default for This Ticket’. This parameter is located towards the bottom of the Other Transactions screen.

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

16. Once all cores 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.