When a customer returns an item, you can apply the returned value in one of two ways:
Apply the credit toward another item in the same transaction.
Apply the credit to the customer’s account for a future purchase.
Apply return credit to another item
Use this process when the customer is returning one item and purchasing another item in the same transaction.
Open the original Sale record.
Click Return.
Select the item being returned.
Click Next.
On the Return form, enter a restocking fee or fee note if needed.
Click Return & Add to POS.
In POS, click Item.
Select the new item the customer wants to purchase.
Click Save.
Review the POS total. The returned item credit is applied toward the new item.
Add or adjust the payment if needed.
Click Finish.
The return credit is applied to the new purchase, and the transaction is completed in POS.
Apply return credit to the customer’s account
Use this process when the customer wants to keep the returned value as account credit for a future purchase.
Open the original Sale record.
Click Return.
Select the item being returned.
Click Next.
On the Return form, enter a restocking fee or fee note if needed.
Click Return & Add to POS.
In the Payments section, click Add.
Select Customer Credit as the payment type.
Click Add Payment.
Click Finish.
The returned item value is added to the customer’s account as open credit. You can view the updated credit balance on the customer record.
