Process a return at the counter

Steps

1. 1

   Find the original sale

   In POS › Return, look up the original transaction — by receipt, customer, or date — rather than starting a blank return with no link to what was actually sold.

2. 2

   Select what's coming back

   Choose the specific items and quantities being returned. A partial return is normal — the rest of the original sale stays untouched.

3. 3

   Confirm the condition

   Mark whether the returned item goes back into sellable stock or needs to be written off. This decision is what determines whether Inventory › Stock actually goes back up.

4. 4

   Settle the refund

   Refund to the original payment method or issue store credit. Either way, it posts against the original sale in Finance, so the books show a return against real revenue — not a mystery negative entry.

Modules used