There are many ways to initiate a Sales Return or Exchange.
The different methods allow for process flexibility to handle varying customer needs and available information.
The following describes the different Sales Return Methods and when best to use them:
Sales Return Method | Description | Best method to use if: |
The Identification of the Customer lets you review the customer transaction history. You can review the history to identify the specific product/purchase. |
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Using the Sale Invoice Number | The entry of the Invoice Number when searching the Customer Transaction List will display the products purchased on that invoice. |
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Using Blind Return | Blind Return is used when no data is available but the product is eligible for refund or exchange. |
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From Customer Management
Select Customer Management > Customer Search.
Enter a customer ID.
Click Search.
Select the Retail History tab.
From Front Office
Select POS Front Office >Transaction Search > Search.
This displays the Front Office Transaction Search Results window. (Show Picture)
Note: There is an override to any user limit-to's that allows users to perform a POS front office transaction that involves collecting a payment from a customer. This includes make sale transactions, sales requests, tender payment and equipment swaps, as well as sales return transactions. So, even though you may not have permission to access other account information, you can perform these transactions in CostGuard.
Right-click on the item to return and select Return.
Click Yes.
An Exchange can be done via one of the following sales returns:
As a Regular Return
Select Make Sale from the Front Office Menu.
As a Blind Return
Select Blind Return from the Front Office Menu.
When you complete the return, enter the new sale.
Select Make Sale from the Front Office Menu.