Returning POS items

Returning POS items is done through this P.O.S. Sales Entry dialog.  You can either just start normally with a blank sale, or you can locate the original receipt and re-open it to return items.  The latter method is recommended, so you can verify the amount paid, any discounts applied, etc., especially if they don't have their original receipt.

To return an item without finding the original receipt first, enter the POS Sales Entry and simply enter a negative Quantity (e.g. -1) and then scan or enter the item.  A negative charge will be shown, with appropriate taxes also deducted.  Then enter a Refund Payment and print a receipt if they need one.

To return an item and record it with the original receipt, use the Find Receipt function to locate the original receipt.  This can be located by the receipt number or item code, and/or date.  See the Find Receipt section for details.  Once the item is located, this P.O.S. dialog will be opened with the complete original receipt.  Then you can select the item to be returned (click on its "Charge" transaction line) and click the Return Selected Item button.

When you click Return Item, a dialog will show the description to be used on the receipt for the return, and allow you to enter the quantity returned (in case the original entry was for multiple items).  Click Save, and new transactions will be added with appropriate negative charges and taxes.  Any automatic discounts that were based on quantity may also be adjusted.  Then enter a Refund Payment and print a receipt if they need one.

Note: The Return Item function adds new transactions, never affecting old ones.  This way it's impossible to affect reporting for previous days or shifts -- the return is a new transaction.  While it may be possible to use Delete if your access level allows it, this should not be used for simple item returns.

Also note that when viewing an old receipt, there is a new option next to the Print Receipt button, "Print only new transactions". This is the default, and recommended for returns.  Only the returned item and refund transactions will be printed, instead of the entire original receipt.