POS Return

If a product was ordered on a POS or being returned without an Invoice, a return can be performed using a POS transaction. 

If the customer is returning product(s) from a previous POS order;

1. Find the order # and the click on Closed status and select Return
   
2. Confirm the product and quantity being returned.  Lines can be deleted and quantities can be updated from the Return window. 
   
3. Click Save and the Return POS will be created
   
4. Tender Out the order and provide a appropriate payment type to the refund the customer   

Interactive Demo: POS Return

If the customer returns a product(s) that doesn't have an invoice/POS in the system, then the same procedure is used as entering a POS order but enter a negative quantity.  This will display a return icon after the quantity. 

Interactive Demo: POS Return without an Invoice/POS

If a customer has returned products from multiple POS orders, these can be returned in one transaction.  Under Customer > POS Sales, a list of all POS products ordered will be in a grid.  Select the products to be returned and click Return.  This will create one POS (Return) Order matching original sell and cost.

• Related Articles

• POS Training

  Below you will find links to knowledgebase articles that a POS user should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...

• POS Totals

  The totals on a POS, in most cases, are fairly straightforward. However, if your location offers rebates and/or discounts these will be described below. Totals Section Subtotal - total of the line items above Tax - defaults to your warehouse location ...

• POS Job / Shipto Tracking

  The POS event can include a job name or shipto information, similar to the other sales events. This will allow tracking of jobs by the customer even when picked up. A job/shipto can be selected from the left panel below the customer information. A ...

• Point Of Sale (POS) Order

  Point of Sale orders are designed to record a quick sale and immediate payment (or placed on customer account). A POS order would be used for a checkout or counter transaction where the inventory is in stock. The POS process is fairly ...

• Authorized buyers

  To configure an Authorized Buyer for a customer account; click Edit on Customer select Finance tab check Requires Contact for Sale click save The customer will need to have contacts set up to use this functionality. When tendering the POS Order, a ...