Retail POS: Return (Refund, Refund All, Refund Items)

Retail POS: Return (Refund, Refund All, Refund Items)




Return

Under the Closed tab of the Sale History screen: select a Receipt to perform a refund or exchange on, then click Return.


Refund

  1. For Sale, any replacement:
    1. Before Close Day will be considered as Void
    2. After Close Day will be considered as Refund

  2. For Auth, any replacement:
    1. Before Batch will be considered as Void
    2. After Batch will be considered as Refund

After Batch / After Close Day for Sale and Auth Payments

If a Retail Item isn't selected before Refund Items is clicked, the message 'Please select any retail item' appears.

A screenshot of a computer Description automatically generated


If a newly add item is selected then Refund Items is clicked, the message 'Newly add item cannot be refunded' appears.


Refund All

To refund all Retail Items on the Receipt, click Refund All. The Refund screen appears.


  1. Select a Refund Reason (mandatory) from the options configured in Back Office, and you can enter any Free Text for further justification.


  2. For the Refund Amount, it defaults to the full value of the item (not editable).


  3. The Customer defaults to the original customer on the receipt with their original mode of payment and the amount paid.


  4. For Return By, the mode of payment used for the Receipt will displayed. If multiple payment modes are available, then all of them will appear. The Amount should be refunded to the source of the payment only.


  5. After the amount is refunded, the Refund Completed screen will appear which displays the Subtotal, Tax and Total.


    1. Print Receipt - If clicked, the receipt will be printed with store name, status, employee id, date and time - and the retail item value will appear as negative.


    2. Done - When clicked, you're redirected to the Order screen.




Refund Items

To refund particular items on the Receipt, select the refund items option. The number of retail items selected will be displayed.

If Refund Items is selected, the Refund screen appears:
  1. Select a Refund Reason (mandatory) from the options configured in Back Office, and you can enter any Free Text for further justification.


  2. For the Refund Amount, it defaults to the full value of the item (not editable).


  3. The Customer defaults to the original customer on the receipt with their original mode of payment and the amount paid.


  4. For Return By, the mode of payment used for the Receipt will displayed. If multiple payment modes are available, then all of them will appear. The Amount should be refunded to the source of the payment only.


  5. After the amount is refunded, the Refund Completed screen will appear which displays the Subtotal, Tax and Total.


    1. Print Receipt - If clicked, the receipt will be printed with store name, status, employee id, date and time - and the retail item value will appear as negative.


    2. Done - When clicked, you're redirected to the Refunded screen.

Note: Refund can be only processed once the batch is completed.


Partial Quantity Refund

To refund particular items on a Receipt, user can use REFUND ITEMS option.

  1. Under Retail items, the number of retail items selected will appear.


  2. Click Refund Items. The Refund Items - Select Refund Quantity pop-up appears, which displays the Item selected for refund along with the Quantity of the item.


    1. Single Item with Multiple Quantity
      1. Example: Nutrition Bar Dark Chocolate Almond Coconut with quantity of 3. Increase or decrease the quantity of item by using plus (+) or minus (-) option. 
        1. Quantity cannot be 0 and cannot be increased more than the item quantity originally ordered.

  3. After selecting the quantity, click Continue and the Refund screen appears where you can still edit the quantity of the refund. To complete the refund, follow the above Refund process.
    A screenshot of a computer Description automatically generated


Multiple Item with Multiple Quantity

Follows the same process as Partial Quantity Refund, but with multiple items appearing on the Refund Items - Select Refund Quantity and Refund pop-ups.




Single Item with Single Quantity

Follows the standard Refund Items process when selecting a single item.


Sale History

  1. Original receipt AOO1 contains Bicycle with a quantity of 3 under the Closed tab. 2 bicycles are refunded using partial refund functionality.

  2. Based on this the new receipt A002 will be generated. The new receipt A002 will be under the Refunded tab with refunded quantity of 2.

  3. The original receipt A001 will be in Closed tab with 1 remaining quantity of the bicycle and in the original receipt when the receipt is reopened, in the order screen Bicycle with 1 quantity will be displayed along with the price the single quantity bicycle and the refund item will 2 quantities be displayed as separate line item along with – symbol and grayed out.

  4. So, for original receipt A001 and other Closed tab functionalities such as refund, exchange and reopen related functionalities will be applicable.

  5. The Refund receipt will appear only in the Refunded tab

Receipt Tax


ITEM    %QTYPRICE
RETAIL 1

 

2

200

RECEIPT TAX

10%

 

20

TOTAL

 

 

220

 
Receipt tax 10% is applied to the receipt and customer wants to refund 1 qty of the item:

A screenshot of a computer AI-generated content may be incorrect.

  1. Under refund amount, the single item value will appear along with other details in POS.

  2. On the Digital Receipt screen, the Refund Receipt appears.


 

Receipt Discount - Percentage

If the receipt value is more than 99$ the 10% discount will be applied. 1 QTY price is $100 so 3 qty price will be $300 and 10% discount is applied for 3 items so the total price is $270.

ITEM

 

QTY

PRICE

RETAIL 1

 

3

300

Discount

10%

 

30

TOTAL

 

 

270

 

  1. A quantity of 2 is refunded. The new receipt will be created and the refund amount is $180. On the Refund popup the price will be $180 on the newly created receipt.
    A screenshot of a refund AI-generated content may be incorrect.

  2. It will also appear on the Digital Receipt screen.
    A screenshot of a receipt AI-generated content may be incorrect.


Receipt Discount - Amount

Receipt discount is applied if the receipt value is more than 99$ then $10 discount will be applied. The Value of the receipt is $300 so $10 discount will be applied. Value of the receipt will be $290.

ITEMQTYPRICE
RETAIL 13$300
Discount
-$10
TOTAL
$290

  1. A quantity of 2 is refunded. The new receipt will be created so the refund amount will be $200.

  2. The price will be $200 on the Refund popup as well as on the newly created Receipt.


Notes

  1. After the refund process is complete, the refunded quantity will be added back to the inventory.
  2. Remaining functionality will work as-is.
  3. The order screen will update based on the refunded quantity change calculation.

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