How to Get Started

How to Process a Return

This article will guide you on how to do a return document

From the main screen, go to Sell > Return. Once the Returns screen opens, under the "Account Selection" enter the customer name (optional) that was used when the sales document was created. Under the "Return Item Search" Section, you have the option to search based on Document Number, Date range, items purchased and account information, please note that it is not necessary that all the fields are filled, as they are there to make the return process much easier and faster. Once the desired field(s) have been filled, click on the "Search" button.

All the matching results will appear on the screen, notice how the system will show you some info regarding the invoices, as highlighted in Yellow, select the document that you would like to return by clicking the "Select" document under the invoice to be returned.

Once the return document has been selected, all the details of the transaction will be shown, you will also have the options to return item by item by clicking the "Return" button located beside the product, or if you are returning the entire document you can click on the "Return All" button.

Once you have selected the item(s) that you will be returning, the option to proceed to the tender screen will appear with the total to be returned, based on the product(s) selected for return. Once you are ready, you can click on the "Return" button at the bottom of the screen.

From the tender screen, select the payback method(s) that you will be using.

Once you have entered the amount for the payback method, click on the "Accept" button (repeat this step with other payback methods, if you are doing a split payback).

Once the Balance of the return is at 0, select whether you would like to print to the tape or invoice printer, and click the "Done" button to print.