Processing a Return by Receipt
Step 1: Click on the “RETURN” button to start the process of a return.
Step 2: Scan in the receipt’s barcode or manually enter in the receipt number and then search.
Step 3: It will list all items purchased on this receipt. At this point, check off the products that the customer is returning, then click “SAVE”.
Step 4: The item(s) will have a negative quantity, meaning this item is going back into stock and the net total will be a negative amount. Next, click on the “Pay” button. (located on the bottom left side of your POS screen)
Step 5: A return by receipt can only return to original tender. So all you need to do is hit “confirm”, (the checkmark).
Step 6: If returning to card, select the card type of where the return is going to, then “confirm”.
If returning to cash, you will receive a confirmation of the credit invoice # and an option to print the receipt or send it to the customer via email. Click OK when done.
Processing a Return by Item
Step 1: Add the items being returned to the sale. It is always recommended to do a return by receipt, however if you cannot and must do a return, you can return by item.
Step 2: Edit the line item and change the quantity from 1 to -1. This -1 means the item is going back into stock, and the net total should be negative. Click “Save”.
Step 3: Click “Pay” to get to the payment screen.
Step 4: Select the payment method and the amount you are returning to the customer.
Step 5: Click on “confirm” once you have added a payment to the sale.
Step 6: You will receive a confirmation of the credit invoice # and an option to print the receipt or send it to the customer via email. Click OK when done.
Step 7: You can view receipts and returns in the ERPLY back office by going to sales -> invoices.