Difference between revisions of "How do I Do a Refund in Point of Sale?"
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* [[How do I Record a Lost Sale in Stock Control?]] | * [[How do I Record a Lost Sale in Stock Control?]] | ||
| − | {{KB_Tags|Refund, Return, Credit}} | + | {{KB_Tags|Refund, Return, Credit, Point of Sales, Credit Note,}} |
{{FAQ}}{{KB_ST}}{{ZN_PartsCounter}} | {{FAQ}}{{KB_ST}}{{ZN_PartsCounter}} | ||
Revision as of 16:53, 14 April 2014
Summary
The following article explains how to deal with a refund in Point of Sale.
More Information
Go into " Stock Control Point of Sale".
- Press <F3> - This launches a document search dialog.
By default, all today's sales are shown, and if you have a default sales account set (eg Default Counter Sales), then it filters on this.
- Press <F9> to perform an advanced search.
- In the search box that opens, enter in the information you have for the previous sale to refund, e.g. document number, account code etc.
- Highlight the relevant transaction and press <Enter> to select.
The system will pull back the entire invoice for crediting.
- If there is only one item on the invoice, click [Checkout], select the relevant payment method and click [Post].
- If there is more than one item on the invoice, remove any items that the customer is keeping by highlighting that line and pressing [Remove].
What you have left displayed is a list of items to be refunded.
 | Any items credited will go back into stock, so a stock quantity adjustment may be needed if the item is not fit for resale. Also, make sure that you are going to refund the customer and not just present them with a credit note - if you are not refunding the money, you would need to zero the payment amount, which will leave the credit value on the customer's account. |
- Click [Checkout], select the relevant payment method and click [Post].
See also
