HOW TO: Make a Partial Return

Navigate from the main menu to ‘Point of Sale‘

• Find the Sales Order you need to do a return for (you can search by SO#, customer name, phone number or email address)
• Click the action dots on the right hand side of the sales order
• Choose ‘Process Return‘

• Next, Find the item being returned, click the red ‘Return Item‘ tab on the top right of the item description box

• If a sales order is not fully paid for, you will be prompted to confirm you want to proceed with the return.
• Click ‘Return Item‘

• From here you will select the quantity being returned (if it is more than one) and click ‘Continue‘

• Next, choose whether this item has a cancelation or restocking fee (yes/no)
  • If ‘yes’ you will be prompted xyz
  • If ‘no’ you will be returned to the sales order
• Once selected, Click ‘Continue‘

This will then return you to the Sales Order

• Scroll to the bottom and click the ‘Review & Complete‘ button
• Review all items on the sales order by hitting ‘next’ to the items that have not changed and re-confirming items that may have changed.
  • If you are returning a duplicate item you will notice a change in the quantity number and you will need to confirm the new quantity with the radio button
• Click ‘Review & Complete‘ when done
• Next, your customer will need to sign your return terms and conditions
  • This can be done on device, physically on a print out or with a touch signature.

• Once the return is completed, scroll to the bottom and click ‘Complete‘ button.

You will see the new % paid amount change as the item returned balance will be applied to the remaining balance of the sales order. You are only able to refund an amount to the customer if the sales order has been fully paid for.