How to Return or Exchange in the Salesscreen

This article will guide you on how to process returns or exchanges directly in the TAKU salesscreen

For proper tracking of inventory and payments, the best way to process returns is to use Return Invoices (1 of the 3 types of sales documents) in TAKU. However, there are times when retailers may want to be able to make returns or exchanges directly in the salesscreen. Some of the reasons for this include:

  1. Offering product exchange instead of only product returns

  2. Minimizing merchant processing fees in situations where there are fees on return transactions

It’s important to remember that the different screens (Salesscreen vs. Return Screen) are designed to log transactions as different “sales document types.” So any sale made in the Salesscreen is saved as a Sales Invoice, and any return made in Return Screen is saved as a Return Invoice in the transaction history. This history is reflected in the reporting and the Dashboard on the main screen of TAKU.

Allowing Returns and Exchanges in the Salesscreen

  1. If you operate a store that accepts returns without an invoice, make sure that the No Receipt return method is enabled in Settings > Stores > Current Store > Return Settings > Allow returns on the salesscreen with negative values

2. If it’s not yet enabled, enable the Allow returns on the salesscreen with negative values toggle and click the yellow Save icon to save your changes to the return settings.

When you use the Salesscreen to accept returns or exchanges, all transactions are recorded as Sales Invoices, not Return Invoices. Besides the impact on reporting and the dashboard, the Total for such a Sales Invoice may be a negative amount if the final transaction balance required a refund.

3. By enabling the Allow returns on the salesscreen with negative values option, a Return button will be visible in the salesscreen. When this option is disabled, the Return button will be hidden. As long as the Return button is visible, it is possible to process an entire return or an exchange in the salesscreen.

4. With an exchange, it is best to add the items to be returned first, then add the new items into the salesscreen. To do this, you click the Return Button, adjust the search filters and click the Search button in the Return Item Search screen.

5. After adding any items to be returned from the same invoice, you can add any new items the customer is purchasing. You can also associate an Account to the sale, just like a regular sale. Depending on the value of the items being returned vs. the new items being purchased, the balance will either require a payment by or a refund to the customer.

Expert Tip: As long as cash rounding is set up in TAKU, any refunds paid back to customers with cash (or where cash is the last tender applied in a multi-tender refund) will correctly round to the required pennies. To learn more about setting up cash rounding, click here.

6. After the tender types have been selected and the balance displays $0, you can proceed to finalize the transaction. Select a receipt size if necessary and click “Done”.

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