Return transactions are used when a customer wishes to return a purchased item. If the item is inventoried, the return transaction adjusts the inventory count for the item accordingly.
During the transaction you can specify an inventory status for the item (New, Used, Damaged, etc.).
For plans and billable features such as call waiting, the return transaction will trigger a disconnect order to disconnect the applicable items on the account.
Note
If a plan is returned and another plan is not sold to the account, the corresponding service will be disconnected since a service cannot exist on a customer account without a plan.
Returns are subject to refund and tendering rules defined in the prevailing register policy, and can be completed using one of several methods, depending on the information available to you:
If the customer has an account and the sales transaction was recorded on the account, you can complete the return through Customer Management. This requires you to open the customer account in the Customer window, and then find the transaction in the transaction list displayed on the Customer window Orders tab.
If the customer is not in the system, but has a sales receipt, you can complete the return by doing a transaction search using the receipt number.
If you have neither the customer information nor the receipt, you can complete a blind return. This option is available on the POS Front Office Make Sale and Make Quick Sale windows.
More on How a Return Transaction Works
Completing a Return Using Customer Information