Step 1: Open the POS menu and select Orders
Step 2: Locate the Invoices in the Order Menu under “Invoices”.
Click the return box icon or open the order and click the return box at the bottom of the order.
Step 3: Select the item that needs to be returned
- Enter the Return Qty.
- Enter a reason for the return – this will be recorded on the order.
- After completing this step, the order will reopen and allow you to schedule a pickup for the product
Step 4: Finalize the Return and/or Exchange
- If it is an exchange, add the new product to the order.
- We do not refund the money until the product is returned/invoiced.
- Click ‘Generate Invoice’.
Step 5: Select the item being returned by checking the selection check box.
- Click Next
Step 6: On the yellow product line, click the expand arrow next to the brand name.
Check the serial model information check box. The serial line will turn green.
Click Next at the bottom of the screen
Note: Follow the same steps as step 6 for Non-Serial items if applicable.
Step 7: Click Pay and Finalize.
Step 8: Select the payment type the returned payment will be made with.
- Click + Balance Owed
- Click Process Payment
Step 9: Select what actions will occur with the returned item.
Action Items:
o Return the item to stock
o Change the item’s serial status
o Select a new location for the item
- Click Save