How do I Return an Item on a POS Terminal?

  Overview

The RecDesk Point-of-Sale Terminal allows you to process Returns in order to keep track of revenue and inventory (if applicable).

 Open the POS Terminal. See How do I Open My POS Terminal? Then click on or touch the POS Actions drop down and choose Process Return to enter Return Mode

Returning an Item on a POS Terminal

• To Add an Item to the Cart to be Returned, do one of the following:
  1. Click on or touch an Item
  2. Search for an Item by entering any part of the name of the Item in the box labeled  Search or scan items..., and click on the Item name from the drop down
  3. Scan the item if it has a Sku defined. See How do I Create an Item to Sell? See * in Notes here.
• To Increase or Decrease Quantity of an Item to be returned, do one of the following:
  1. Click on or touch the or the   or the  button
  2. Entering any part of the name of the Item in the box labeled  Search or scan items..., and click on the Item name from the drop down (to increase)
  3. Click on the Item again (to increase)
  4. Scan the Item again (to increase). See * in Notes here.
• To Remove All the Quantity of an Item from the Returns Cart, click on or touch the  
• To see a filtered list of Items by Category, click on the Category name on the lower left of the Terminal
• If you'd like to apply a POS Discount/Coupon Code, click on Apply Discount/Coupon and select the Discount Scheme from the drop down. Then click Apply. See How do I Set Up Custom Categories and Drop Down Lists? to add/remove Discounts/Coupons and to Enable/Disable this feature.
• Once all Items to be returned have been added to the Returns Cart, click or touch the CONTUNUE button
• Optionally Find or Add New Member to Process the Return to a specific Customer. See ** in Notes here
• Next, choose the Refund Method and optionally a Reference, and Reason for Return. If you chose the Household Credit method, you'll receive the message: "Note: This will auto-credit this customer's household account in the amount of the refund".
• Click or touch Continue
• Click or touch Process Now
• Click or touch Return to Register.

  Tips:

POS refunds must be processed as Returns in order to update inventory and for GL Accounts to be reduced properly.

  Notes:

* See What Type of Barcode Reader Works with RecDesk?

** Customer other than General Patron is required for Refunds Issued to Household Credit Accounts. We recommend leaving General Patron as the Customer on Cash Returns