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Wiki source code of How To Process A Return

Last modified by Isaac Mejia on 2026/06/08 20:03
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1 {{include reference="KBArticleHeader.WebHome"/}}
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3 [[image:1602486404.png]]
4 On the **Operations**Page, select **Returns** from the three options under **Point of Sale**.
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6 Alternatively, if you are already in the **Point of Sale**, select **Returns**from the tabs at the top.
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8 == How to Process a Return - Return Screen ==
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10 [[image:1602748494.png]]
11 Now that we are on the **Return Tab**. We can now start the process of returning a purchase.
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13 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.
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15 Once that is all complete select **Process Order** on the**Bottom** right hand corner
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17 == How to Process a return - Return Purchase Screen ==
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19 [[image:1602682979.png]]
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21 [[image:1602486415.png]]
22 We are now on the Process Return screen. It is once again very similar to the Process Purchase screen.
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24 * Tracking POS Transactions:
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26 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.
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28 * Product:
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30 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 **Return**will then be added back into the Items Inventory under **Manage Inventory**.
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32 * Refund Method:
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34 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.**
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36 * Address:
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38 If you require a address and reason for a return from your customer you will place all that information here
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40 Once you have filled out all information regarding the **Return** you will select **Submit Order**, to complete the transaction.
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42 == How to Process a Return - Options screen for receipt ==
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44 [[image:1602551927.png]]
45 The **Choose an Option** screen is specifically for **Point of Sale Receipts**. Here you will be able to**Print or Email a Receipt**. Once finished you will select **Done** to get back onto the Main Screen.
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47 This completes how to process a **Point of Sale Return**.