Return With Receipt

The steps below illustrate how to process a return when there is a receipt or the order number is available.

Step 1 - Find Order

Follow the steps below to locate the return order for processing.

Step	Action
1	Click the Return button from Main Menu bar.
2	Scan the receipt or enter the Order Number from the receipt into the Order# field. If the Order Number is unknown, perform a search by clicking on the icon.
3	To perform the search: Enter the search criteria based upon the information you have about the order, and click the Search button. Identify the correct order and click on the Order # link and the number is placed into the Order # field.
4	If the order was a gift, check the Gift Order? option. This generates a return receipt that doesn't include any pricing. Click Go to continue processing the return.

Step 2 - Returned Items

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

Step	Action
1	Step 2 has two tabs that provide return processing and return history.
2	Click the (+) button to adjust the quantity being returned under the Qty to Rtn. column.
3	Click on the View link to check the inventory level of the item as needed. If unable to scan the barcode, click on the icon to identify the barcode and enter it into the Barcode field. Note: The line item turns pink when a step is required.
4	Click Edit to select a reason code. The reason is listed as a link in case it has to be updated. Note: Reason code requirements and list are setup in System Admin > Technical Configuration > Reason Codes.
5	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.
6	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.
7	An adjustment can be made to the amount being refunded by clicking the Add New button. Note: Adjustments are a permission-based feature and require management override privileges.
8	Complete the form fields as detailed below: Enter the adjustment amount in either dollars or %. Select the adjustment as an increase or decrease. Select the type of adjustment from the drop-down list. Enter a brief description of why the adjustment was made. Click Add to submit it. Note: Adjustments Types are setup in System Admin > Technical Configuration > Return Adjustment Types.
9	The adjustment is listed and itemized in the total summary. To remove the adjustment, click the icon.
10	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. Important: If the person being refunded is not the original customer who placed the order (i.e. gift recipient), enter that person's information in the second tab.
2	The payment method screen displays the number of days since the original purchase and itemizes all adjustments, taxes and total refund to be paid to the customer.
3	The order number entered is associated with a customer record so when clicking on the Purchasing Customer tab, it defaults to that customer. If the refund is being given to someone other than the originating customer (i.e. gift), click on the magnifying glass icon.
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.
5	Click the Refresh button to update the refund customer information. Click Next.
6	The payment method defaults to the original payment type. If issuing the refund to multiple payment methods (ex. cash and gift card) adjust the dollar amounts beside each payment method. 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.
2	Review the return summary to ensure return is being processed for the correct customer account.
3	Click the Notes and Receipt Delivery Methods tab and post notes to the return if needed. These notes display on the return and order record. Public Comments – usually reserved for customer facing documents. Private Comments – usually reserved for in-house use. Tip: The public comments can be included on the sales receipt if the system setting has been activated (System Settings > Channels > POS > Print Order Comments on Receipt).They are also stored in the customer's Return History tab in the Customer Info section.
4	Click the Process Return button to finish and print receipt.