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Returns, Credit Sales and Cash Backs

olamide2 edited this page Jun 26, 2021 · 4 revisions

RETURNS

To make a return transaction the cashier simply clicks the blue "Return" button at the bottom right side

This brings up a pop up page, you can search for the invoice containing the return item.

You will need to use the invoice number to search for the invoice, you can key in some part of the invoice number and all invoices containing that number in the name will come up. Cashier can pick the particular invoice and click select to bring the invoice into the shopping cart.

All the items in the Sales Invoice will be dropped into the cart. The Item quantity will be in negative The cashier will have to remove items that are not to be returned from the cart

Click Pay button to complete the transaction, this brings up the payment page to the left as shown below

If the "Use Cashback" option is checked in the PoS Profile the cashier will have the option of either giving cashback or creating a credit note for the customer.

If it is going to be a cash return "Is Cashback" will be checked. If it will be a credit note the "Is Cashback" should not be checked.

Click Submit Payment to submit the invoice and complete the transaction.


CREDIT SALES

If "Allow Credit Sale" is checked in the PoS Profile the cashier will be able to sell on credit via Point of Sale.

The Payment Page will look as shown below

If it is a credit sale the "Is Credit Sale" must be checked, a due date will be shown and by default it will show the default due date for the customer. This can be changed.

Click Submit to complete the transaction. A credit note will be created for the customer.


USE CUSTOMER CREDIT

If the "Use Customer Credit" option is checked in the POS Profile the cashier can use customer's credit notes (if any) as payment at point of sale.

To use Customer credit cashier checks the "Use Customer credit" button and all the available credits for the customer is displayed. The Cashier can redeem as many credit notes as required.