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How To Process A Return

Version 8.1 by Isaac Mejia on 2026/06/08 20:03
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On the OperationsPage, select Returns from the three options under Point of Sale.

Alternatively, if you are already in the Point of Sale, select Returnsfrom the tabs at the top.

How to Process a Return - Return Screen

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Now that we are on the Return Tab. We can now start the process of returning a purchase.

To process a Return is essentially just like processing a Payment. You will select the Product, it will then appear under the Shopping Cart section. If needed you can adjust the Quantity and apply a Discount if needed.

Once that is all complete select Process Order on theBottom right hand corner

How to Process a return - Return Purchase Screen

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We are now on the Process Return screen. It is once again very similar to the Process Purchase screen.

  • Tracking POS Transactions:

If you need to assign a return to a members account. You will select the Magnifying Glass icon on the top right hand corner. A search screen will appear allowing you to find the members account you wish to attach the return to. Their Member ID and Name will appear. By doing this this will allow you to charge a product to a members account and use credits on the members account for purchase.

  • Product:

This section is where you will double check to make sure all Products and Totals are correct. There is also a Check box for Inventory Returns. If you Check this box the Returnwill then be added back into the Items Inventory under Manage Inventory.

  • Refund Method:

There are 2 ways your facility can issue a return through POS. Cash or Credit Card (Processed at Facility). Place the amount you would like to return under the amount section. If you have a Credit Card machine you will need to fully process the return through that machine onto the Card that was processed but all tracking can be done through POS.

  • Address:

If you require a address and reason for a return from your customer you will place all that information here

Once you have filled out all information regarding the Return you will select Submit Order, to complete the transaction.

How to Process a Return - Options screen for receipt

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The Choose an Option screen is specifically for Point of Sale Receipts. Here you will be able toPrint or Email a Receipt. Once finished you will select Done to get back onto the Main Screen.

This completes how to process a Point of Sale Return.