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Return Without Receipt

The steps below illustrate how to process a return when there is no receipt or no known originating order.

 

Step 1 - Find Order

Follow the steps below to assign the return without an originating order.  

 

Step

Action

1

Click the Return button from Main Menu bar.

  return_button.png

2

Click on the No Originating Order button.

   Return_search_order.png

3

Click on the drop-down arrow to select a channel from the list.

Return_step_1_-_noreceipt.png

4

Click on the appropriate sales channel.

Return_step_1_-_channel.png

 

5

Click on the Select button to enter channel.

Return_step_1_-_channel_select.png

 

Step 2 - Returned Items

Follow the steps below to enter the returned item(s) information for processing.  

 

Step

Action

1

Since there is no receipt, lookup the product ID using information on the product or packaging. Click on the magnifying glass to access search criteria.

  Return_step_2-_nr_search.png

2

Enter the search criteria in the Search Products box and click Search. Identify the product ID from the results and click the appropriate link.

 Return_step_2-_nr_search_results.png

3

The Product ID displays in the field. Click Enter.

  Return_step_2-_nr_enter_ID.png

4

Click the  (+) button to adjust the quantity being returned under the Qty to Rtn. column.

    Return_step_2-_nr_qty.png

5

Under the Configuration column, select the appropriate options for the returned item.

Return_step_2-_nr_config.png

 

6

Click Edit to select a reason code. The reason is listed as a link in case it has to be updated.

    Return_step_2-_nr_edit.png

 notes.gif   Note: Reason code requirements and list are setup in System Admin > System Settings Manager > Return Management > Reason Codes.

 

7

If the item being returned is damaged, click the  (+) button to adjust the quantity under the Dmg Qty column. Marking the product damaged, prevents the stock inventory from being increased when the return is complete.

Return_step_2-_nr_damage.png

8

Unit Refund and Sales Tax Refund are permission based actions.

 

  • Unit Refund: If the amount of the item should be changed, enter the new refund amount for the product.

  • Sales Tax Refund: If sales tax is nonrefundable, enter the new amount for sales tax.

Return_step_2-_nr_refunds.png

9

An adjustment can be made to the amount being refunded by clicking the Add New button.

Return_step_2-_nr_adjust.png

notes.gif Note: Adjustments are a permission-based feature and require management override privileges.

10

Complete the Return Adjustment form fields as detailed below:

  1. Enter the adjustment amount in either dollars or %.

  2. Select the adjustment as an increase or decrease.

  3. Select the type of adjustment from the drop-down list.

  4. Enter a brief description of why the adjustment was made.

  5. Click Add to submit it.

Return_step_2-_nr_adjust2.png

11

The adjustment is itemized in the total summary. To remove the adjustment, click theicon-checkbox.png  icon next to the adjustment listing.

Return_step_2-_nr_adjust3.png

12

Click the Next button.

 

 

Step 3 - Refund Payment Method

Follow the steps below to select the correct payment method for the return.  

 

Step

Action

1

Step 3 has two tabs that provide return payment processing and capture of information for the customer being refunded.    

  Return_step_3-_nr_tabs.png

2

The payment method screen itemizes all adjustments, taxes and total refund to be paid to the customer.

  Return_step_4-nr_summary.png

3

For non-originating returns, the default store customer displays as the Customer to Refund. Click on the magnifying glass icon to search and enter the actual customer being refunded.

Return_customer_lookup_-_nr.png

4

Search for the customer by entering criteria into the filter box and clicking Search. From the search results, click on the appropriate Cust # link. If the customer is not listed, click on the Create New Customer button to enter them into the system.

Return_customer_lookup2.png

5

Click the Refresh button to update the refund customer information. Click Next.

Return_customer_lookup_-_nr2.png

6

Select the payment type. If issuing the refund to multiple payment methods (ex. cash and gift card), adjust the dollar amounts beside each payment method.

Return_step_3-nr_methods.png

notes.gif Note: Refunds cannot be issued to credit cards without a receipt.

tip.PNG  Tip: To view payment option for exchanges, click here.

7

Click the Next button.

 

 

Step 4 - Confirmation & Receipt

Follow the steps below to complete the return and print out receipts.  

 

Step

Action

1

Step 4 has two tabs that provide the return summary and entry of any notes or comments regarding the return.    

 Return_step_4-tabs.png

2

Review the return summary to ensure return is being processed for the correct customer account.

  Return_step_4-nr_process.png

3

Click Notes and Receipt Delivery Methods tab and post notes to the return if needed. These notes display on the return and order record.

Return_step_4-notes.png

Public Comments – usually reserved for customer facing documents.

Private Comments – usually reserved for in-house use.

4

Click the Process Return button to finish and print receipt.

  Return_step_4-_nr_receipt.png

 

 

See Also

 

 

 

 

 

 

 

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