How can I return an item and issue a replacement in the POS system?
In POS systems, it's important to handle returns and replacements properly to make sure both inventory and financial records are adjusted correctly.
To return an item and then issue a replacement product, you can either:
- Create a sales return (formal process), or
- Enter the product with a negative quantity (manual entry).
Create a Sales Return (Formal Process)
- Click Sales on the overhead menu bar, then select Point of sale (POS).
- Click Actions and select Create sales return.
- Search for and click on the invoice you want to modify.
- Tick the checkbox next to the item(s) being returned.
- Click Actions again, and select Create sales return.
The selected items will be brought to the current POS order. You can then add the same products again, or different products, to the order as needed.
When finalising the order:
- If the total value is less than zero, it will be processed as a refund.
- If the total value is greater than zero, the customer will need to pay the difference.
Manual Process
- Click Sales on the overhead menu bar, then select Point of sale (POS).
- Add the item(s) being returned to the order by scanning or searching for them.
- Click on the item in the order list, then set the quantity to a negative number to indicate a return.
- Click Save.
Tip💡: to speed up the process, you can click the minus (-) sign on the right to toggle the quantity to a negative value, or press ↓Down to decrease the quantity.
The selected items will be brought to the current POS order. You can then add the same products again, or different products, to the order as needed.
When finalising the order:
- If the total value is less than zero, it will be processed as a refund.
- If the total value is greater than zero, the customer will need to pay the difference.
