Pavilion ERP gives you the ability to process customer returns efficiently, ensuring accurate inventory adjustments and refunds.
You can return items from the POS (Point of Sale) interface for inventory items and from the order record for inventory items, services, shipping charges, and miscellaneous items.
⚠️Remember that previously purchased sale line items can be returned during a limited period of time. Its depending on your specific configuration in Pavilion ERP.
💡By default, returns are created in the original order. If configured differently, they may be in a separate order, except for e-commerce returns, which always stay in the original order. Contact your admin to modify this.
Returning line items from POS
1. Сlick on the POS Utility Bar in the bottom right corner of the page.
2. In the Customer field, select the customer for whom you want to process the return of the item.
3. In the bottom-left corner of the POS, click on the Return button.
4. Select the item to return from the list. You can select multiple items at once.
5. Сlick the Add button. Chosen item to return will be shown in the POS list.
6. In the Associate field, select the associate.
7. Add return payment.
8. Click the Finish button.
Processing a return from the order record including the restocking fee
1. Locate the closed order within Pavilion. Click on the Return button.
2. Select the sale line items that you wish to return from the list.
3. Click the Next button.
4. Enter the restocking fee amount for the return.
5. Click on the Return & Add to POS button.
6. Add payment.
7. Click on the Finish button.
Processing a return in a new sales order
💡If your system is set to create returns in a new order, follow the steps below to process the return.
Locate the closed order within Pavilion. Click on the Return button.
Select the sale line items that you wish to return from the list.
Click the Next button.
Click on the Return button. You will be redirected to the new return order record page.
Click on the Add to POS button.
Add the refund payment details.
Click on the Finish button to complete the return.